Quoting
One catalogue behind every quote
Products, labour rates, supplier costs and pricing rules are managed once and used everywhere.
The problem
Price lists go out of date the day they are shared
When a supplier changes a price, someone has to update every spreadsheet and tell every salesperson. They rarely all get the message, and quotes go out at old prices.
How Toolbase solves it
Change a price once and every new quote uses it
Toolbase keeps a single catalogue of products, labour and costs. Update it by hand or by CSV and the next quote uses the new price.
Capabilities
What you can do with Products & Pricing
Product categories
Organise the catalogue the way your industry thinks about it.
Supplier costs
Hold cost prices and preferred suppliers for each product.
Labour rates
Set rates by labour category and adjust them centrally.
Markups
Set default markups by category and override them where needed.
Regional pricing
Hold different prices for different regions.
Product images
Show customers what they are buying.
CSV import
Load or update hundreds of products in one step.
Active and inactive
Retire products without losing them from past quotes.
Workflow example
A supplier price change
- Receive the new list
Your supplier sends updated costs.
- Import
Upload the CSV and match it to your products.
- Review
Check the changes and the effect on sell prices.
- Publish
New quotes use the updated costs immediately.
Connected
Products & Pricing works with the rest of Toolbase
By industry
How different industries use Products & Pricing
FAQ
Products & Pricing questions
Can I import products from a spreadsheet?
Yes. CSV import creates and updates products in bulk.
Do old quotes change when I update a price?
No. Existing quotes keep the prices they were created with.
Can I have different prices by region?
Yes. Regional pricing lets you hold different rates for different areas.
See Products & Pricing configured for your business
Tell us your industry and we will show you Toolbase set up the way you work.