Clean up or reorganize your pricebook without opening items one at a time. Tick the items you want, then move them to another folder or delete them in one go. You can also drag items onto a folder.

Who can do this: anyone who can edit the pricebook: owners, admins and dispatchers by default. Without that permission the checkboxes don't show.

Select the items

  1. Go to Pricebook and stay on the Items tab.
  2. Open the folder you want to work in, or search for the items.
  3. Tick the box next to each item. A bar appears showing how many are selected, for example 3 selected.

To take everything in the folder or search you're looking at, including items further down the list, click Select all N items in this view (N is the number of items). Click Clear to start over.

<!-- shot: Items list with three rows ticked and the bar showing 3 selected, Select all N items in this view, Move to folder and Delete -->

Move them to a folder

  1. Click Move to folder.
  2. Pick the folder the items should live in.
  3. Click Move.

Only the folder changes. Prices, photos and everything else on the items stay as they are.

Or delete them

  1. Click Delete.
  2. Confirm.

Items that are part of a bundle template are skipped, and the page lists them by name (In a bundle template) so you know which ones stayed. Remove an item from its bundle templates first if you want to delete it.

Deleting works the same as deleting a single item: lines already on estimates, jobs and invoices keep their name and price.

Tip

When you stop carrying a part, hiding it is often better than deleting it. You can bring a hidden item back in one click. See Creating items and services.

Drag items onto a folder

With a mouse, grab an item by its handle and drop it on a folder. If the item is ticked, everything you ticked moves with it.

<!-- shot: an item being dragged by its handle onto a highlighted folder -->

The handle shows when there's a folder to drop on. On a phone or tablet, use Move to folder instead.

Move a whole folder

Hover the folder card, click its ... button and choose Move to…, pick where it goes and click Move. With a mouse you can also drag the folder onto another folder. Everything inside moves with it. See Creating and managing item categories.

Good to know

  • Up to 2,000 items per action. With more than that selected you'll see You can move or delete up to 2,000 items at a time. Narrow the search or open a folder, then try again.
  • If you see The list changed. Review the items and try again., the items in the view changed after you selected them, for example because someone else edited the pricebook. Nothing was moved or deleted. Check the list and select again.
  • To remove the starter items only, use More actions → Clear starter items. See The Catalog and starter items.
  • Bundle templates have their own bulk action for what customers see. See Creating bundle templates.