Set up a Company Price Table

Create the Price Table property on Company records and make estimates use company pricing first.

This guide shows how to add a Price Table property to the Company object, enter company-specific prices, and confirm that estimates pull those prices before the standard item price.

What you’ll accomplish

• Create a Price Table property on Company and place it on the form layout
• Enter Item Level prices or a Company Level percentage for each company
• Verify that estimates prioritize the company price table before item defaults

Prerequisites

• Workspace admin access to edit objects and forms
• Items you plan to quote (use sample fruits like apples or bananas if testing)

Steps

1) Add the Price Table property to Company

1. Go to Settings → Object / Property management → Company.
2. Click New Property, name it (e.g., Price Table), and set Type = Price Table, then save.
3. Add the property to the Company form/layout and save the layout.

2) Create a company record and surface the field

1. Open Companies from the left navigation and click New. Enter required basics such as Name and save.
2. Re-open the saved company detail; the Price Table button appears in the properties panel only after the record exists.

3) Enter company-specific prices

Item Level (per-item pricing)

1. Click Price Table on the company record.
2. In Item Level, search/select items and enter an Item Price per row.
3. To bulk-adjust visible items, enter a value in % (e.g., 90 for 10% off) and click Apply.
4. Click Save at the bottom of the drawer.

Company Level (one percentage for everything)

1. Switch to the Company Level tab.
2. Enter a percentage such as 90 to apply to all items, then click Save.
3. If an item doesn’t have an Item Level price, the Company Level percentage is used.

4) Verify the price table in Estimates

1. Go to Estimates → New Estimate (or open a draft).
2. Set Customer to the company with a price table; Sanka checks it automatically.
3. Add line items. The price dropdown defaults to: Item-level company price → Company-level percent → Item default price.
4. Confirm totals reflect the company pricing and save.

Tips & troubleshooting

• If the Price Table button is missing, confirm the property is on the Company form and the record has been saved once.
• Make sure items exist before opening the Price Table drawer; only active items appear.
• Price tables are stored per company. Changing the Customer on an estimate reloads prices for that company.
• Use Company Level for a universal adjustment and override specific items in Item Level when needed.