Template Options - Pricing


Overview


Job templates are generally generic types of jobs that are used as a base for quotes and orders. They can be setup with the most common or lowest base of specs and can be customized on the quote or order to fit the request. Job templates can make it possible for new users to learn how to create and quote simple jobs without the help of an estimator.


Grid pricing can be setup for particular specifications, and as information is customized on a quote or order than pricing will adjust itself accordingly.


To Navigate to Template Option - Pricing from Dashboard:

Step     Action 

  1.       Select {Settings} and then select  Job Templates under Dockets section.

  2.       Hover mouse over the name of a Job Template and select to open the job template's edit page.       

  3.       Hover mouse over the name of item under Template Option section and select to open the template 

            option's edit page. Pricing can then be setup from the edit page.


Pricing by Press

Step     Action 

  1.       Select {Pricing} on the right-hand side of screen to auto scroll to Pricing 

            section.  

  2.       Select {Press} from the Price By drop-down menu. The page will refresh and a results window will pop-up               confirming Press By has been successfully saved.


            Note: Pricing Scales cannot be added when pricing by press. Only unique quantities can be added to pricing.


Pricing by Template

Adding Pricing Scales

Step     Action 

  1.       Select {Pricing} on the right-hand side of screen to auto scroll to Pricing 

            section.  

  2.       Select {Price by Template} from the Price By drop-down menu.

  3.       Select {New} under Pricing. A New Price Scale modal window will open.

  4.      Complete the fields. 

           Note: Only unique quantities can be added to pricing.

Field
Description
Quantity Up To

Enter in the end quantity for the price scale.

i.e. 1st Scale: 500
  (from 1 -500)
  2nd Scale: 1000
  (from 501 - 1000)

Total Price
Enter the Total Price, if applicable.

Note: When a Price Per Piece has been entered, the system will calculate the Total Price. 
Price Per Piece
Enter the Price Per Piece, if applicable. 

Note: When a Total Price has been entered, the system will calculate the Price Per Piece. 

  5.      Select {Save} to add a single price scale option or {Save and add New} to add multiple 

           price scale options.  A results window will pop up to indicate the scale has been successfully saved.

  6.      Select X to close pop up results window.


Editing Pricing Scales

Step     Action 

  1.       Select {Pricing} on the right-hand side of screen to auto scroll to Pricing 

            section.  

  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.

            A Quantity Up To modal window will open.

  3.      Make required changes.

  4.      Select {Save} to save edited price scale option or {Save and add New} to save edited scale and add                      additional price scale options.  A results window will pop up to indicate the scale has been successfully saved.

  5.      Select X to close pop up results window.

 

Deleting Pricing Scales

Step     Action

 1.        Select {Pricing} on the right-hand side of screen to auto scroll to Pricing 

            section.  

 2.        Select entries under Pricing to be deleted by checking boxes on the left-hand

             side.  All entries can be deleted by checking box to left of {New} under Pricing.   

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

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

           the  selected scales have been deleted.

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