---
title: Creating, Publishing and Updating Price Files
description: Creating, Publishing, and Updating Price Files
---

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# Creating, Publishing and Updating Price Files

## Learn how to use the price file editor to configure pricing.

### **Key Points: Creating, Publishing and Updating Price FIles**

**1. Access the price file editor**  
Navigate to pricing & config,, click the **price file editor** button.

![](https://knowledgehub.endtoendit.com/hs-fs/hubfs/image-png-Nov-28-2024-01-34-37-2096-PM.png?width=298&height=137&name=image-png-Nov-28-2024-01-34-37-2096-PM.png)

**2. Using the price file editor**  
Within the price file editor, it is possible to:

**a. Add** a new price file - Make changes to pricing rules  
**b. Publish** a price file - Make that set of rules available for quotations  
**c. Update** a published price file - With newly added parts  
**d. Retire** an old price file - Prevent it from being used for future quotations

**3. Opening the price file editor**  
When opened, the price file editor will open the newest price file, regardless of whether it has been published or not.

**4. Open vs published price files**  
If the price file has not been published you will see the option to **add a new rule**.

![](https://knowledgehub.endtoendit.com/hs-fs/hubfs/image-png-Nov-28-2024-01-40-22-5420-PM.png?width=123&height=38&name=image-png-Nov-28-2024-01-40-22-5420-PM.png)

If  the price file has been published, you will see a warning that the price file is locked.

![](https://knowledgehub.endtoendit.com/hs-fs/hubfs/image-png-Nov-28-2024-01-39-32-9426-PM.png?width=213&height=38&name=image-png-Nov-28-2024-01-39-32-9426-PM.png)

To make edits in this case, you will first need to add a new price file.

**5\. Add a new price file**  
Click **price files** in the top right corner to expand the list, then click a**dd new price file**.

***Note:**  Switch to older price files from this menu in order to view their rules, update them with new parts (see below), or retire them.*

![](https://knowledgehub.endtoendit.com/hs-fs/hubfs/image-png-Nov-28-2024-01-43-53-0190-PM.png?width=569&height=819&name=image-png-Nov-28-2024-01-43-53-0190-PM.png)

 

**6. Publish price file**  
On an unpublished (open) price file. click the **publish** button.

***Note:** Publishing a price file takes a snapshot of all the rules in the price file, plus all the rules in the production labour time and installation time editors, and all the parts currently in the part list.*

![](https://knowledgehub.endtoendit.com/hs-fs/hubfs/image-png-Nov-28-2024-01-49-42-3381-PM.png?width=559&height=823&name=image-png-Nov-28-2024-01-49-42-3381-PM.png)

**7. Altering a published price file**  
After publishing a price file, it can no longer be altered. However there are **two exceptions** to this. 

**a.**  A price file can be un-published if there are **no published quotes** using that price file, or you are still using Price File 1 **without a second price file** being published.

![](https://knowledgehub.endtoendit.com/hs-fs/hubfs/image-png-Nov-28-2024-01-54-07-6664-PM.png?width=568&height=169&name=image-png-Nov-28-2024-01-54-07-6664-PM.png)  
  
**b.** New parts can be added to a published price file using the **update with new parts** button. 

![](https://knowledgehub.endtoendit.com/hs-fs/hubfs/image-png-Nov-28-2024-01-53-21-7262-PM.png?width=168&height=38&name=image-png-Nov-28-2024-01-53-21-7262-PM.png)

***Note:** Any part added to the system since the price  file was published can be added to the price file this way. However, existing parts that have been modified will not be updated.* 

**8. Retiring a published price file**  
Click the **retire price file** button to retire a published file. This will **prevent** the price file being used for new quotes. **Existing quotes** on the old price will be unaffected.

![](https://knowledgehub.endtoendit.com/hs-fs/hubfs/image-png-Nov-28-2024-01-55-38-3094-PM.png?width=132&height=42&name=image-png-Nov-28-2024-01-55-38-3094-PM.png)

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