Creating a New Price
To create a new price:
Hover over Administration.
Click Lookups.
Select Prices.
Click Add A New Item.
Required Fields
At a minimum, the following fields must be completed:
Buy/Sell
Price Cash
Price Account
From Date
Product
Unit
Additional Fields (Optional)
Field | Description |
From Date | This is the date up to which the price will be available for use. once this date is passed the price will no longer be pulled through to order or jobs.
Note: Once this date is exceeded the price is NOT auto-deleted |
Supplier | Required for supplier prices (what you pay a supplier). |
Account / Address | For account or address-specific pricing. If both are set, the price applies only to that address under that account. |
Price Group | Applies the price to customers in a specific price group. |
Container | Specifies the container the product is in (only if the product is not a container). |
Waste Type | Waste type in the container (only if the product is a container). |
Outlet | The outlet the price is for. |
Unit of Sale | Sets the default unit of sale. For skip containers, this populates Deliver, Exchange, and Collection prices. |
Zone | Defines the zone the price applies to. |
Incl Of Tax | Indicates if the price includes tax. |
Flat Rate | For materials only. Sets price per unit as: Price ÷ Quantity on job. |
Customer Order Number | Sets the customer order number on the job using this price. |
Min Price | Minimum charge when this price is used. |
Max Price | Maximum charge when this price is used. |
Copying an Existing Price
The quickest way to create a new product is by duplicating an existing one and editing the relevant fields.
Steps:
To edit the relevant fields please follow the steps below:
Navigate to Administration → Lookups.
Select Prices.
Locate the product you want to copy and click the Copy icon.
Make the necessary changes.
Click Create in the top-right corner.
Editing an Existing Price
To edit a price follow the steps below:
Click the Edit icon next to the price.
Amend the required fields.
Click Save.
Note: Editing a price only affects future uses of that price. Existing orders or jobs will not be updated automatically.