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Price Books are an effective way to share large portions of your portfolio with your buyers who prefer paper or PDFs. You can access the Price Book feature from your SevenFifty homepage.
Scroll down to the Product Features listing and click on the Price Book link.
What if the Price Book link doesn't appear?
If this link doesn't appear on your dashboard, then your company doesn't have access to this feature.
How to tell if your company uses the 'dynamic price book' vs. the 'original' price book
Depending on your company's SevenFifty setup, your company uses either the dynamic or the original price book.
To determine which your company uses
- Click the Price Book link on your dashboard
- Select 'Generate a price book'
Dynamic version
Includes the option to add custom cover pages
Original version
The cover page appears as the company’s logo along with optional company notes.
Further customization options are not available.
The version used by your company depends on several factors. Please feel free to contact support with further questions.
Dynamic price book features
Features Summary
- Add a custom cover page
- Four options to organize your price book
- Create category-specific price books
- Added formatting and printing options
Custom cover Page
Users with Admin privileges can upload multiple PDFs and make them available either to the entire company or only to specific markets (e.g. create a CA specific cover page, a NY specific cover page, etc.).
Organizing your dynamic price book
- Geography (group by country/region)
- Products (group by product style): Organized products by type, subtype, and style.
- Producers (group by producer, with a table of contents)
- Portfolio Brands List: prints a list of brands, no items.
Create category-specific price books
Combine multiple product categories to create a category-specific price book. Categories include supplier, country, product type, product subtype, product style, container type, raw material, front line price, and container size.
Other formatting options
- Choose the contact name, like Sale Rep, that should appear on the price book
- Print compact format (3 column display)
- Group by country (not by region)
- Do not print table of contents
- Do not print item codes
- Do not print discount prices
- Print discount prices in bottles
- Print all prices (including internal prices)
To download your dynamic price book
Click the ‘PDF’ link you’d like to download from the list of generated price books.
Original price book features
The original price book feature set is more limited than the updated version. Details below.
Note: The SevenFifty development team no longer provides technical upgrades or maintenance for this software version.
Features Summary
- Default cover page
- Two options to organize your price book
- Create price books by the supplier, country, product type, container type
- Added formatting and printing options
Default cover page
The default cover page consists of the company’s logo and the optional field to add notes.
Two organization options
Create price books by the supplier, country, product type, container type
There are several customization options available to tailor to the needs of your customers.
If your company operates in multiple states or regions, you can select that area's available pricing and products to display in the price book in the Buyer location dropdown menu.
Added formatting and printing options
- Hide item codes (SKUs)
- Hide cover page
- Include prices that are hidden from buyers on SevenFifty
When you have added all necessary customization options, click on the 'Generate price book' button. This will open a new page where your price book will download. Click on the link on the following page to open the PDF in your internet browser.
You can save this PDF to your device and share it with your buyer by emailing it or by printing a copy.