How to Create a Custom Pricebook and When

Custom pricebooks are used for funding models outside of NDIS, such as Home Care Packages (HCP), brokered services, or private fee-for-service arrangements. These pricebooks allow you to define your own products and pricing based on the structure of your service offering.

Before creating a custom pricebook, you’ll need to create product families and define the products you plan to include.

Step 1: Create a Product Family

Product families group similar items together to make them easier to manage and filter.

Go to Customisation > Products & Prices > Product Families.
Click Create Product Family.
Enter a name (e.g. Brokered Supports, Aged Care Services, or Private Services).
Click Save.

Step 2: Create Custom Products

Each item or service you wish to include in your pricebook must first be created as a product.

Go to Customisation > Products & Prices > Products.
Click Create Product.
Enter the following details:
- Name
  - Product Family
  - Product Code
  - General Ledger Code
  - GST Option
  - Xero Item Code (optional)
Click Save.

Important Notes:

Note: The NDIS price list is preloaded and managed by MYP. Any custom product required for your organisation must be created manually as described above.

Step 3: Create a Custom Price Book

Go to Customisation > Products & Prices > Price Books.
Click Create Price Book.
Enter a name for your pricebook (e.g. CHSP Price Book, Brokered Services FY24, Private Client Rates).
Click Save.

Step 4: Add Products to the Pricebook

Go to Products & Prices > Products.
Open the relevant product.
Click Create Price Book Entry.
Choose the Price Book, enter the Price, and click Save.
Repeat this for each product you want to include.

Step 5: Validate the Custom Pricebook