To navigate to Production Details edit mode, see Items - Production Details Edit Mode.
Pricing - Settings
Step Action
1. Enable Edit Mode and complete the applicable fields on the Pricing tab.
Field | Action |
Calculate By | Select a Calculate By (Template Option, Press, or Product) method from the drop-down. This is the pricing calculation being used.
Note: If the Pricing tab quantities table has overridden price values, those price values will supersede those setup for Template Option or Product pricing. Any overridden price values should be removed from the Pricing tab if you would like calculate by Template Option or Product to be utilized. |
Method | Select a Method (Standard Pricing, Price by Version, or Multiple Version Discount) from the drop-down.
|
Budget | Select a Budget option from the drop-down. If no options are visible from the drop-down, this contact does not have budget access. For more information, see Contacts - Online Ordering. |
3. Select {Save}. A results window will confirm pricing details saved.
Pricing - Quantities
The Quantities table displays the multiple quoted quantities on an item or the allowed selection of quantities on a product.
Adding Quantities
Step Action
1. Enable Edit mode on Pricing tab.
2. Complete the fields.
Field | Description |
Quantity | Enter a value for the Quantity. |
Price | Enter a value for the Custom Price. |
Discount Amount | Select a Discount method from the drop down and then enter the Discount value. |
Note: Additional quantities can be added by selecting {New} on the Quantities table.
3. Select {Save}. A results window will pop-up to confirm pricing details saved.
Editing Quantities
Step Action
1. Enable Edit mode on Pricing tab.
2. Make required changes to the Quantities table.
3. Select {Save}. A results window will pop-up to confirm pricing details saved.
Deleting Quantities
Step Action
1. Enable Edit mode on 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.
Pricing - Quotes
This shows a breakdown of each piece of the job with its calculated cost, markup, price and profit. Anything green indicates an override has been entered.
Quote view items can be expanded individually by clicking on the + icon. All views can be expanded by selecting {Expand All}. Pricing can be manually overridden from the expanded view.
Pricing - Commission
Adding Commission
Step Action
1. Enable Edit mode on 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.
Editing Commission
Step Action
1. Enable Edit mode on Pricing tab.
2. Hover mouse over the name of commission to be edited and select the
pencil icon that appears on the right-hand side of the name. An Edit
Commission modal will open.
3. Make required changes.
4. Select {Save}. A results window will pop-up to confirm the commission
has been saved successfully.
Deleting Commission
Step Action
1. Enable Edit mode on 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.