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How to move a service to a different category in your Price Book
How to move a service to a different category in your Price Book
Ian avatar
Written by Ian
Updated over a week ago

1. Select an individual service from a category within the price book feature. Once you are viewing a service, click the three vertical dots and then select “Move Location”.

2. From here, select the industry and the category from the drop-down of existing options you have created. Note: services can only be added to categories that contain services. Services cannot be moved to categories that contain subcategories. Only categories that are eligible to hold services will show up in the categories dropdown.

3. Once selected, click the Save button and your service will be moved to its new location.

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