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 |
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:
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:
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.