> For the complete documentation index, see [llms.txt](https://learn.withessential.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://learn.withessential.com/administration/settings/add-or-edit-a-pricebook-item.md).

# Add or edit a pricebook item

Items are the reusable line items in your pricebook that you pull onto quotes and invoices. On Settings -> Items Pricebook, use Add Item to create one with a required code, name, and type, plus a price, an optional cost, and whether it's taxable.

Choose the type that categorizes what you sell:

* **Service** for labor, consulting, inspections, monitoring, fees, software, licenses, and other nonphysical offerings.
* **Physical Item** for equipment, products, parts, and materials, whether or not you track their stock in Essential.

![Required type choices when adding a pricebook item](/files/4VC923SRU6mYozXHIgrO)

You can also give an item an optional description. The description shows under the item's name in the pricebook list and is copied onto the line whenever the item is added to a quote, invoice, or subscription — where you can still edit it for that one document without changing the pricebook. Descriptions appear under the line's name on the document the customer sees.

Type and Essential inventory tracking are separate. If inventory is enabled for your business, choosing Physical Item reveals **Track inventory in Essential**. Turn it on only when Essential should maintain on-hand quantities and history for the item. A tracked item can also have a reorder level. Turning tracking off keeps the item's Physical Item type but removes its reorder level and takes it out of Essential's inventory pages.

![Inventory tracking options for a physical item](/files/zwju8aifzT4GofsdG5aE)

Use the search box to find an item by code or name, the edit icon to change one, and the delete icon to remove it - deleting takes it out of your items list but leaves existing quotes and invoices unchanged.

You can also save a custom quote or invoice line to the Pricebook. Select **Save to Pricebook**, then choose its required type. If you choose Physical Item and your business has inventory enabled, you can separately choose whether Essential should track it.

![Items settings](/files/D3KLnoeSLIcAKTBcBeR3)

> **Where to find it:** Settings -> Items Pricebook, the Add Item button (or the edit icon on a row)

## Related guides

* [Bulk upload pricebook items from a spreadsheet](/administration/settings/bulk-upload-pricebook-items-from-a-spreadsheet.md)
* [Add the intake form to your website](/administration/settings/add-the-intake-form-to-your-website.md)
* [Automate task statuses with Task Automations](/administration/settings/automate-task-statuses-with-task-automations.md)
* [Build your intake form](/administration/settings/build-your-intake-form.md)
* [Choose your default home page](/administration/settings/choose-your-default-home-page.md)


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://learn.withessential.com/administration/settings/add-or-edit-a-pricebook-item.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.