Toast Wholesale: Create and Assign Price Books

Última actualización: 19 oct 2026, 12:54 p.m.

Create Toast Wholesale price books with pricing formulas and item exceptions, publish them, and assign them to customers. 

In this Article:

 

Toast Wholesale is currently in limited release with select customers. Check back soon for updates!

 

Before You Begin

Applies to: Toast Wholesale, Toast Wholesale Pro

 

Permissions needed:

  • Access to Toast Wholesale in Toast Web

 

What you'll accomplish: Your price book is published and assigned to the companies and locations that should use it.

 

Price books set company-specific pricing. To start, navigate to Toast Web > Wholesale > Price Books and select Create Price Book. Setup has three parts.

 

Back to top

 

Choose Categories and Items

  1. Enter a price book name.
  2. Select the categories to include (for example, Retail > Beer or Alcohol > Wine). To choose specific items, select the category's Included status, check the items, and select Update Selections.
  3. Select Continue.

 

Back to top

 

Set Pricing Formulas

  1. For each category, choose a formula: Cost +, Retail -, At cost, or At retail.
  2. For Cost + and Retail -, enter a percentage.
  3. To price an item differently, select + Add Exception under its category, add the item, enter a fixed price in Set price, and select Update Selections.
  4. Select Continue.

 

Back to top

 

Create and Publish the Price Book

  1. Choose how new items and subcategories are handled. Auto-add to this price book is the default. Keep out of this price book leaves them in your retail item library until you add them yourself.
  2. Select Create Price Book.
  3. Select Publish and confirm.

 

Expected outcome: The price book is active and ready to assign to customers.

 

Back to top

 

Assign Customers to a Price Book

Each price book has three tabs: Pricing Formulas, Item Pricing, and Customers. Use Item Pricing to view or change prices for individual items.

  1. On the Customers tab, select Add under Assigned customers.
  2. Check the companies or locations and select Add.
  3. Select Save, then confirm the changes.

 

Expected outcome: The assigned companies and locations see this price book's prices when they order.

 

Back to top

 

Manage a Price Book

From a price book, you can also rename the price book, export it as a PDF or CSV file, archive it, move all its customers to another price book, and manage pricing updates. 

Update Pricing

Price book pricing will never automatically update, even when costs or retail prices change. Based on the pricing formula chosen, categories and items will be marked as NEED REFRESH. To update:

From the Pricing Formulas tab

  1. Select X Items Need Refresh from the Status column.
  2. Select Reapply Formula.
  3. Select Save.
  4. Publish the changes.

From the Item Pricing tab

  1. Select Needs Refresh from the Category Formula column.
  2. Select Reapply Formula.
  3. Select Save.
  4. Publish the changes.

 

Back to top

 

Related Articles

 

Back to top