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.

FieldAction
Calculate By

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


This is the pricing calculation being used.

  • Press - pricing is calculated based on all the specs on the item
  • Template Options - pricing is based on the pricing table from the Template Option
  • Product - pricing is based on the pricing table from the Online tab of the Product

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.

  • Standard Pricing - basically gang run pricing (Quantity x Sets x Version x Sheets)
  • Price per version - pricing is calculated for one finished piece (Quantity x Sheets x Sets), then take the total price and multiply it by the number of versions. This should price the same as if you ran the Versions on different items but you get the reduced cost of running them together.
  • Multi Version Discount pricing is calculated for total finished sheets  (Quantity x Sets x Version x Sheets) but mark it up based on the Template markup scales. Pricing falls somewhere between gang pricing and non-gang pricing.
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

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.

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 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.

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.