Audience: Suppliers / Dealers

Read time: 8 min

Contents: Steps on how to update you price catalogs in Buildxact

Prices change regularly and you need to be able to inform your customer in a easy way. This article covers how to update your existing prices file/Item Catalogs in Buildxact.

Use the table of contents below to skip to that section of the article.

  1. Upload/Import a new Price file/Item Catalog

  2. Increased cost across entire Price file/Item Catalog

  3. Individually update single lines in a Price File/Catalog

  4. What effect does updating catalogs have on the recipes, templates and estimates within your account, and how to update linked items?

Upload/Import a new Price file/Item Catalog

  1. In the left-hand navigation menu click on Catalogs.

  2. Find the catalog you would like to update and click the arrow pointing up icon to import a new Price file/ Item catalog to replace the existing catalog.

  3. Follow the step 3 - 12 in the in the Upload Price Files/ Item Catalogs to share with your customers article to import a new price file/ item catalog.

Increased cost across entire Price file/Item Catalog

  1. In the left-hand navigation menu click on Catalogs.

  2. Find the catalog you would like to update and click blue icon to increase all item prices by a percentage.

  3. A pop-up will appear where you will enter the increase price percentage. Click apply.

  4. Another pop-up will appear asking you to confirm the increase. Click confirm and the Price file/ Item catalog will be updated.

Individually update single lines in a Price File/Catalog

  1. In the left-hand navigation menu click on Catalogs.

  2. Find the catalog you would like to update and click on the name to open the catalog.

  3. Click on the Item tab to view the catalog. From the Item catalog view you can add or delete new categories, Subcategories, line items. This is useful if you have a item or two that is being discontinued or you are no longer stocking.

    What effect does updating catalogs have on the recipes, templates and estimates within your account, and how to update linked items?

    Click the button below to view our article on updating catalogs and how that updates throughout your account.

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