Understanding Price Book Item Fields

A reference for every field available on a Price Book item, confirmed directly from the New service and Edit service forms.

Who this is for: Anyone setting up or maintaining service pricing.

Before you begin

You are signed in to your OperelliOS workspace.
You have opened the New service or Edit service form at least once.

Steps

Open New service (or Edit on an existing item) to see every available field.

All fields available on a Price Book item, as shown on the New service form.
Use the table below for each field, whether it is required, and what it is used for.

Field	Required	Notes
Name	Yes	The service name shown throughout the app.
Category	No	Free-text grouping label; used by the category filter.
Unit	Yes	Defaults to “ea”; can be changed to any unit label.
Code	No	An optional short identifier shown next to the name.
Price (USD)	Yes	The list price used when the item is added to an estimate.
Cost (USD)	Yes	Your internal cost, used only for the margin preview.
Gross margin preview	Computed	Display-only calculation from Price and Cost; explicitly labeled not financial truth.
Default labor (minutes)	No	Defaults to 30 minutes.
Description	No	Optional free-text notes about the service.
Taxable	No	Checkbox; unchecked by default.
Active service	No	Checkbox; checked by default. Controls the Status column (Active/Inactive) in the list.

Price Book data provides governed inputs. OperelliOS deterministic logic computes official estimate totals. A preview or catalog hint is not financial truth. AI does not control prices or totals.

Expected result

You understand what each field on a Price Book item means before creating or editing one.

Common issues

Only Name, Unit, Price, and Cost are required — every other field is optional.
The gross margin preview is not a saved field; it is only shown while the form is open.