To navigate to Production Details edit mode, see Items-Production Details Edit Mode.


Pricing - Settings

Step     Action

  1.       Enable Edit mode on Pricing tab.

  2.       Complete the fields.

FieldAction
Calculate By

Select a Calculate By (Template Option, Press, or Product) method from the drop-down.


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.


BudgetSelect 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

Adding Quantities

Step     Action 

  1.       Enable Edit mode on Pricing tab.


  2.      Complete the fields.

FieldDescription
QuantityEnter a value for the Quantity.
PriceEnter 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 production pricing.

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.

FieldDescription
ContactSelect a Contact from the drop-down menu.
Commission TypeSelect a Commission Type from the drop-down menu.
AmountEnter 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.