This Help Article covers:

To Find, View Fixed Pricing,
To Add a Fixed Price from a Fixed Prices Expandable,
To Add a Fixed Price from a Sales Invoice,
To Add a Fixed Price from a Quote,
To Edit a Fixed Price from a Fixed Prices Expandable,
To Delete a Fixed Price from a Fixed Prices Expandable, and
To make Inactive a Fixed Price from a Fixed Prices Expandable

General/Overview:

Fixed Pricing of Products (Labour and/or Materials) and Kitsets can be accessed at, and: Added, Edited, Deleted or made Inactive from:

Fixed Pricing – Company Settings > More/Pricing Top Tab (All Fixed Pricing)
Customer - Customer Window > Fixed Price Top Tab
Product (Materials) – Product Window > Fixed Price Top Tab
Staff Product (Labour) - Staff Product Window > Fixed Price Top Tab
Kitset - Kitset > Kitset Window > Fixed Price Top Tab
Sales Invoice – Sales Invoice > Labour/Material Line’s “More” 3 dots menu
Quote – Quote > Quote Line’s “More” 3 dots menu (Labour/Material Line, Kitset Line)

To Find, View Fixed Pricing

Fixed Prices

From Company Settings, Press on the “More” Top Tab, then Select Option "Pricing" to display the "Fixed Prices" Expandable Section, then Press on the Fixed Prices Expandable Section to display any/all Fixed Pricing

💡 TIP: Pricing > Fixed Prices displays a full List of ALL Fixed Pricing, use the Refine Filters to narrow your List down to the “Type” of Fixed Pricing you want to see/review.

Customer

From the Customer Window, Press the Fixed Prices Top Tab to display the Fixed Prices Expandable Section, then Press on the Fixed Prices Expandable Section to display any current Fixed Pricing for that Customer

Product/Staff Product

From the Product Window, Press the Pricing Top Tab to display the Fixed Prices Expandable Section, then Press on the Fixed Prices Expandable Section to display any current Fixed Pricing for that Product

Kitset

From the Kitset Window, Press the Fixed Prices Top Tab to display the Fixed Prices Expandable Section, then Press on the Fixed Prices Expandable Section to display any current Fixed Pricing for that Kitset

Sales Invoice

From a Sales Invoice’s Labour/Material Line, Press on the “More” 3 dots menu, then Select the option "Fixed pricing" to display the Fixed Pricing Popup for that Labour/Material

💡 TIP: Sales Invoice Product with Fixed Pricing displays the [$] Icon on the Sell Price field.

Quote

From a Quote’s Labour/Material OR Kitset Line, Press on the “More” 3 dots menu, then Select the option "Fixed pricing" to display the Fixed Pricing Popup for that Labour/Material OR Kitset

💡 TIP: Quote Labour/Material OR Kitset with Fixed Pricing displays the [$] Icon on the Price field.

To Add a Fixed Price from a Fixed Prices Expandable

1. From the Fixed Prices Expandable, Press [ADD] to display the "Add Product Fixed Price" OR "Add Kitset Fixed Price" Popup.

💡 TIP: If the location supports only Product OR Kitset Fixed Pricing, on [ADD], no option menu displays and the Add Product Fixed Price OR Add Kitset Fixed Price Popup will display.

2. From the "Add Product Fixed Price" Popup, Select a Type*: Invoicing OR Quote, then Select a Product*

2.1 From the "Add Kitset Fixed Price"Popup, Select a Kitset*

3. Select the desired options from: Customer, Job, and/or Price Rule Book, then Press [NEXT] to display the Fixed Pricing Popup

4. From the Fixed Pricing Popup, Press the [+] Icon of the required "Apply to" line to display the Sell Price entry field, then Enter a Sell Price, and Press [SAVE]

To Add a Fixed Price from a Sales Invoice

For information on adding a fixed Price from a Sales Invoice, see the Help Article: "Sales - Product Fixed Pricing (Add-Edit-Delete)"

To Add a Fixed Price from a Quote

For information on adding a fixed Price from a Quote, see the Help Article: "Quote - Product/Kitset Fixed pricing (Add-Edit-Delete)"

To Edit a Fixed Price from a Fixed Prices Expandable

From the Fixed Prices Expandable List View, Press into the Sell Price(s) to be Edited and Enter the new Sell Price(s), then Press [SAVE] of the Fixed Prices Expandable to Save

To Delete a Fixed Price from a Fixed Prices Expandable

From the Fixed Prices Expandable List View, Press on the Tick Box of the Line(s) to Select, then Press [DELETE (X)] of the Fixed Prices Expandable to Delete (the [DELETE (X)] button will display on Selection of a Line)

To make Inactive a Fixed Price from a Fixed Prices Expandable

From the Fixed Prices Expandable List View, Press on the Active column Tick Box of the Line(s) to Untick, then Press [SAVE] of the Fixed Prices Expandable to make the Fixed Prices In-Active

💡 TIP: To make the Fixed Prices Active again, Repeat the steps above, Pressing on the Active column Tick Box of the Line(s) to Tick.