---
agentTools:
  projectIndex: https://docs.sumoquote.com/llms.txt
---

# Beacon Price Lists

> 🚧 Set Up Product List (default pricing) First
>
> In order to create a Beacon price list, you need to have a populated product list with default pricing created first. This is covered in the [Level 2 setup guide.](https://docs.sumoquote.com/docs/level-2-setup) Learn more about setting up your product list [here.](https://docs.sumoquote.com/docs/product-list)

Add a Beacon price list to get up to date material costs from your Beacon Pro+ account. Any item in your product list can be linked to an item in your Beacon price list. Before getting started, make sure that your [Beacon Pro+ account is linked to SumoQuote](https://docs.sumoquote.com/docs/beacon-setup).

## Set Up a Beacon Price List

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### Add a New Beacon Price List

To create a new price list connected to a Beacon branch:

1. Go to **Configuration** > **Account Settings** > **Products & Pricing**
2. Click the green **Create price list** button.
3. Select **Integrated price list** with the Beacon logo beside it and click **Next**.
4. Select the **Beacon distributor** you want to connect to from the drop down menu and click **Next**.
5. Rename your price list or keep the distributor name as is and click **Continue**.
6. Your price list has been created, now it is time to add items!

### Link Items

To link items in your product list to your Beacon price list:

1. With your Beacon price list open, click the green **Add Item** button.
2. Search for and select the item in your product list that you would like to link to Beacon and click **Next step**.
3. SumoQuote will search for a match in Beacon's catalog to link to. Select the item from the catalog you want to link to and click **Next step**.
4. Select the SKUs associated with the selected product you would like to use in your price list and click **Link to Price List**
5. Repeat for each item you would like to include in your Beacon price list.

### Adjust Pricing on Linked Items

To adjust the Labor or Margin prices on a linked Beacon price list item:

1. Click on the **edit icon** beside the Beacon price list you want to edit.
2. Search the item name in the **Search by Name, Description, Unit** bar, and then click the **pencil** icon next to a linked item you wish to edit.
3. Make adjustments to the **Labor** and/or **Margin** prices.
4. Click **Save**.

> 🚧 Material prices cannot be adjusted in SumoQuote on a Beacon Price List
>
> The material cost of items linked to Beacon is set automatically through Beason and cannot be edited. If there is a discrepancy between the price in SumoQuote and your catalog, please contact your Beacon Rep for assistance.

## Using a Beacon Price List

### In a Layout

1. Go to **Configuration** > **Account Settings** > **Layouts** > **Reports**
2. Click on the **pencil** icon beside the layout you wish to edit.
3. Click on **Layout Settings** in the top right corner.
4. Under **Pricing** select the price list you wish to use from the dropdown menu.
5. Click **Save**.
6. Click **Publish** in the grey bar to finish.

*This Layout will default to use this price list when used in a report.*

### In a Report

1. Open any project and open a report for editing.
2. Click on **Report Settings** in the top right corner.
3. Under **Pricing** select the price list you wish to use in this report.
4. Click **Save**.
5. Continue customizing your report for your customer.

*Only the price list in this report will be changed.*