This Help Article covers;
In this Help Article Product also means Labour.
All Product Fixed Pricing related to Sales is Added at a Sales Invoice.
Once Added, Product Fixed Pricing can be Edited or Deleted from any location it is "Applied to" and can be viewed at:
for a Sales Invoice, at the Product Lines "More" (3 dots) menu, or
for this Job, at the Sales Invoice from the Product Lines "More" (3 dots) menu, OR at the Job Page’s More > Fixed Prices Top Tab, or
for this Customer, at the Customer’s Fixed Prices Top Tab, or
for this Price Rule, at the bottom of the Price Rule's Page in the Fixed Prices Expandable Section, or
the Product Page's Pricing Top Tab > Fixed Prices Expandable Section
To Add, Edit or Delete a Product Fixed Pricing (from a Sales Invoice)
⚠️ NOTE: If Adding a Product Fixed Pricing for a specific Job, Customer, or Price Rule, this must be done from a Sales Invoice of the Job, of the Customer, and/or while the Price Rule is selected, I.E. When setting, "This" Job, "This" Customer, "This" Price Rule.
Quick Flow:
Sales Invoice
Product Line
“More” (3 dots) menu
Fixed pricing
“Apply to” line > [+] button
Sell Price > Enter > [SAVE]
[YES]
To Add;
1. From the selected Sales Invoice, Enter a Product Line for the Product, then Press the Actions “More” (3 dots) menu and Select the Fixed pricing option to display the "Fixed Pricing" popup
2. From the Fixed Pricing popup’s Fixed Sell pricing Section, on the “Apply to” line you want the Fixed Pricing to apply to, Press the Actions “+” button to display the Sell price field
3. From the Sell price field, Enter a Sell Price, then Press [SAVE], then [YES] to save
⚠️ NOTE: Following the [SAVE] the Product Line will display the Fixed Pricing Icon. If you want to overwrite the Fixed Pricing, just enter a new price into the Sell Price field OR Press on the Fixed Price "$" Icon to toggle between Fixed Pricing and Price Rule calculated Sell Price.
⚠️ NOTE: If the criteria are met - If there are multiple values in the “Sell Price” column, the uppermost “Sell Price” will be the over-ridding “Sell Price” for the Product Line, I.E. $50 will over-ride $60, $60 will over-ride $70 etc.
💡 TIP: Should the Product Cost Price increase since the setting of the Fixed Price, the Product Line will display a left red warning, hovering over it will display a banner advising of the Cost Price change.
To Edit;
1. From the selected Sales Invoice, Enter a Product Line for the Product, then Press the Actions “More” (3 dots) menu and Select the Fixed pricing option to display the "Fixed Price" popup
2. From the Fixed Pricing popup’s Sell Price field, Edit the Sell Price, then Press [SAVE], then [YES] to save
To Delete;
1. From the selected Sales Invoice, Enter a Product Line for the Product, then Press the Actions “More” (3 dots) menu and Select the Fixed pricing option to display the "Fixed Price" popup
2. From the Fixed Pricing popup’s Apply to Line, Press the "Bin" Icon to delete the Product Fixed Pricing, then Press [SAVE], then [YES] to save
To Edit or Delete a Product Fixed Pricing (from the Job Window)
Quick Flow:
Job Window
More Top Tab
Fixed Prices
Sell Price > Enter > [SAVE]
OR
Select > [DELETE]
1. From the Job Window, Press on the More Top Tab then Select Fixed Prices to display the Products Fixed Pricing List
2. Follow the "To Edit" and/or "To Delete" steps above.
To Edit or Delete a Product Fixed Pricing (from the Customer Window)
Quick Flow:
Customer Window
Fixed Prices Top Tab
Sell Price > Enter > [SAVE]
OR
Select > [DELETE]
1. From the Customer Window, Press on the Fixed Prices Top Tab to display the Products Fixed Pricing List
2. Follow the "To Edit" and/or "To Delete" steps above.
To Edit or Delete a Product Fixed Pricing (from a Price Rule)
Quick Flow:
Price Rule Window
Fixed Prices Expandable
Sell Price > Enter > [SAVE]
OR
Select > [DELETE]
1. From the Price Rule Window, Press on the Fixed Prices Expandable to display the Products Fixed Pricing List
2. Follow the "To Edit" and/or "To Delete" steps above.
To Edit or Delete a Product Fixed Pricing (from the Product Window)
Quick Flow:
Product Window
Pricing Top Tab
Fixed Prices Expandable Section
Sell Price > Enter > [SAVE]
OR
Select > [DELETE]
1. From the Product Window, Press on the Fixed Prices Top Tab to display the Products Fixed Pricing List
To Edit;
From the Product Fixed Pricing List, on the Fixed Prices Line(s) you want to edit, Enter a new Sell Price into the Sell Price field, then Press [SAVE] to save
⚠️ NOTE: The Product Fixed Pricing List displays the “Original Cost Price” and “Original Margin” from when the Fixed Pricing was set.
To Delete;
From the Product Fixed Pricing List, Select by ticking (in the left tick box column) the Fixed Prices Line(s) you want to delete, then Press [DELETE] to delete
💡 TIP: If you want to suspend Product Fixed Pricing to a Customer rather than deleting it, you can Untick/Tick the right tick box column making the Fixed Pricing Inactive/Active.