Items - Pricing


Pricing - Settings

Step     Action

  1.      Enable Edit Mode

  2.      Select Pricing tab.

  3.        Select a Calculate By method from the drop-down.

  4.        Select a Method (Standard Pricing, Price by Version, or Multiple Version Discount) 

           from the drop-down.

           

Pricing - Quantities

Adding Quantities

Step     Action 

  1.       Select Pricing tab.

  2.       Select {New} under Quantities. A New Quantity modal window will open.


  3.      Complete the fields.

Field
Description
Quantity
Enter a value for the Quantity.
Custom Price
Enter a value for the Custom Price.
Discount

Select a Discount method from the drop down and then enter the Discount value.

            Note: Additional quantities can be added by selecting + icon on the right-hand side of 

            discount field.


  4.      Select {Save}. A results window will pop-up to confirm quote quantities updated.


Editing Quantities

Step     Action 

  1.       Select Pricing tab.

  2.       Hover mouse over the name of price scale to be edited. A pencil icon will appear

            on the right-hand side of the name. Select the pencil icon. An Edit Quantity

            modal window will open.


  3.      Make required changes.

  4.       Select {Save}. A results window will pop-up to confirm quote quantities updated.

Deleting Quantities

Step     Action

 1.          Select Pricing tab.

 2.        Select entries under Quantities to be deleted by checking boxes on 

            the left-hand side.

 

  3.       Select {Delete}. A results window will pop-up to indicate the selected quote 

            quantities have been deleted.

  4.       Select X to close pop-up results window.



Pricing - Quotes

This shows a breakdown of production pricing.


Pricing - Commission 

Adding Commission

Step     Action 

  1.      Select Pricing tab.

  2.      Select {New} under Commission. A New Quantity modal window will 

           open.


  3.      Complete the fields.

Field
Description
Contact
Select a Contact from the drop-down menu.
Commission Type
Select a Commission Type from the drop-down menu.
Amount
Enter a value for the commission Amount.


  4.      Select {Save}. A results window will pop-up to confirm the commission 

            has been saved successfully.

    

  4.       Select to close the pop-up results window.


Editing Commission

Step     Action 

  1.       Select Pricing tab.

  2.       Hover mouse over the name of price scale to be edited. A pencil icon will appear

            on the right-hand side of the name. Select the pencil icon. An Edit Quantity

            modal window will open.

  3.     Make required changes.

  4.     Select {Save}. A results window will pop-up to confirm the commission 

           has been saved successfully.

    

   5.       Select to close the pop-up results window.


Deleting Commission

Step     Action

  1.       Select Pricing tab.

  2.       Select entries under Commission to be deleted by checking boxes on 

            the left-hand side. All entries can be deleted by checking box to left of 

            {New} under Commission.  

 

  3.        Select {Delete}. A window will pop-up to confirm the items to be deleted.

  4.        Select {OK}. A results window will pop-up to indicate the selected commission 

             has been deleted.


  5.       Select X to close pop-up results window.