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.
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
Workspace admin access to edit objects and forms
Items you plan to quote (use sample fruits like apples or bananas if testing)
Go to Settings → Object / Property management → Company.
Click New Property, name it (e.g., Price Table), and set Type = Price Table, then save.
Add the property to the Company form/layout and save the layout.
Open Companies from the left navigation and click New. Enter required basics such as Name and save.
Re-open the saved company detail; the Price Table button appears in the properties panel only after the record exists.
Click Price Table on the company record.
In Item Level, search/select items and enter an Item Price per row.
To bulk-adjust visible items, enter a value in % (e.g., 90 for 10% off) and click Apply.
Click Save at the bottom of the drawer.
Switch to the Company Level tab.
Enter a percentage such as 90 to apply to all items, then click Save.
If an item doesn’t have an Item Level price, the Company Level percentage is used.
Go to Estimates → New Estimate (or open a draft).
Set Customer to the company with a price table; Sanka checks it automatically.
Add line items. The price dropdown defaults to: Item-level company price → Company-level percent → Item default price.
Confirm totals reflect the company pricing and save.
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.
