Overview
This article covers how create and manage singular prices. If you are looking to bulk update price start and end dates, please follow our Bulk Update and Amend Dates on Prices article; if you are looking to set up skip tonnage prices, please follow our Create Tonnage Prices article.
Process
To create a new price:
Hover over Administration and click Lookups
Click Prices
Click Add A New Item
At the minimum, Buy/Sell, Price Cash, Price Account, From Date, Product and Unit must be completed.
If you wish to create a supplier price (what you pay a supplier for services) a Supplier must also be completed.
For an account or address specific price, Account and/or Address must be set.
Note: If you set both Account and Address this price will only be available for that address whilst it is on that account. If the address is moved toa different account the price will need to be updated to match.
All other entries are optional:
Entry | Description |
Price Group | Assigns the price to be for a specific price group. Will only apply to customers in that group |
Container | The container the product is in. Only available when the product is not a container |
Waste Type | The waste type in the container. Only available when the product is a container |
Outlet | The outlet the price is for |
Unit of Sale | The unit of sale this product is linked to. Note: Setting this for each against a skip container will populate the Deliver, Exchange and Collection prices on the order with this price |
Zone | The Zone the Price is for |
Incl Of Tax | Defines the price is inclusive of tax |
Flat rate | The price per unit will be set to the Price on the file divided by the Quantity on the job. This is for materials only |
Customer Order Number | The Customer order number to set on the job where this price is being used |
Min Price | The minimum price to be charged when this price is used. |
Max Price | The maximum price to be charged when this price is used. |