This Help Article covers:
General/Overview:
A Sales Invoice or Quote's Default Pricing Rule “Looks Up” to the above setting locations until they find a location where the Price Rule has been “Set” (the uppermost setting being at Company Settings). I.E:
Sales Invoices, Quotes and/or Variations look up to the Job,
Jobs look up to the Customer, and
Customers look up to Company Settings
Once "Set" at a location, this then becomes the Default for Sales Invoices, Quotes and/or Variations at all locations below that.
If the selection text at a settable location is:
Grey - The setting at that location is “Looking Up” to a setting above, and
Black – The setting at that location has been “Set”
⚠️ NOTE: To Create or Edit a Pricing Rule, see the Help Article: "Pricing Rules (Add – Edit)"
⚠️ NOTE: Any Setting/Editing of the Pricing Rule "Above" will not overwrite any "Set" selection(s) below. I.E. you can change the Pricing Rule for a Customer, but if you have already set a Pricing Rule for a Job, that Pricing Rule will not be over-ridden.
💡 TIP: The Default Pricing Rule for a Sales Invoice or Quote can be overridden at the Sales Invoice or Quote at the time of adding.
To Set Default/Edit Pricing Rules at Company Settings
Quick Flow:
Company Settings Side Menu
Defaults Top Tab
Customers Expandable Section
Price Rules > Select Default
[SAVE]
1. From the Side Menu, Press Company Settings, then Press the Defaults Top Tab to display the Customers Expandable Section
2. From the Customers Expandable Section, for each feature, Press the Pricing Rules field Dropdown, then Select a Default Pricing Rule for that feature
3. When finished [SAVE]
To Set Default/Edit Pricing Rules at Customer or Job
To Set the Default/Edit Pricing Rules at a Customer or Job, go to the fields on the Customer and/or Job, Select then Save
Customer Window > More Details Section
Job Window > More Details Section > Additional Details Sub-Section
Examples
In the below example, Quote is looking Up to Company Settings (the uppermost location) as the Default has not been "Set" at any lower locations (Grey Text at Job and Customer, Black Text at Company Settings)
In the below example, Quote is looking Up to the Customer as the Default has been "Set" at the Customer for that Customer (Grey Text at Job, Black Text at Customer)
💡 TIP: To reset a Price Rule to follow the Setting above, Press the [X] of the Pricing Rule Field, then [SAVE]. The text should change to grey and display the Price Rule of the Setting above being followed.
