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Pricelists
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Knowledgebase Pricelists

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Introduction to Price Lists

  The Pricelists section provides a centralized location for managing all products, services, and discounts your business offers. With an intuitive and structured interface, you can create, update, and organize Pricelists to ensure consistency across all transactions and streamline operations. This tool allows for the customization and categorization of items, making it easier to align your offerings with your business needs. Pricelists include detailed information such as item types (products, services, and discounts), associated SKUs, pricing details, and vendor information. Each item can also be assigned tax categories, ensuring compliance with regional tax regulations. From the Pricelist dashboard, you can: View Pricelist Details: Access all active and deactivated items in a cle...

Add a Price List Product

  Adding a Pricelist Product allows you to include physical items in your Pricelist, such as tools or materials. You can specify details like the product name, SKU, price, base cost, manufacturer, and tax category. These details ensure accurate tracking and billing for jobs and transactions.     Prerequisites: Account owners and those with administrator access.     Instructions     From the Main Dashboard, click on the Administration tag.

Add a Price List Service

  Adding a Price List Service enables you to list specific services your business offers, such as maintenance or inspections. You can include details like the service name, price, base cost, and category to ensure accurate billing and easy reference for jobs and estimates.     Prerequisites: Account owners and those with administrator access.     Instructions     From the Main Dashboard, click on the Administration tag.

Add Price List Discount

  Adding a Price List Discount enables you to create predefined discounts for seamless application across jobs, invoices, and estimates. Discounts can be tailored with details such as a name, description, and applicable tax categories. These discounts are applied at the line-item level, ensuring accurate pre-tax or post-tax calculations depending on your pricing setup. This functionality helps maintain consistency and efficiency when managing discounts, making it easier to provide promotions or adjustments while keeping financial records clear and accurate.     Prerequisites: Account owners and those with administrator access.     Instructions     From the Main Dashboard, click on the Administration tag.

Viewing and Managing Price Lists

  Viewing and managing price lists provides account owners and administrators with the tools to easily access, sort, filter, and manage pricing details for all products, services, and discounts. The interface allows users to organize price lists by categories such as active items, deactivated items, and vendor-specific products. Additionally, a search function makes locating specific price list items quick and efficient. Once a price list item is located, users can manage it by viewing, editing, or deleting entries, ensuring accurate and up-to-date pricing for business operations.     Prerequisites: Account owners and those with administrator access.     Instructions     From the Main Dashboard, click on the Administration tag.

Import Vendor Pricebook to Price List

  The Import Vendor Pricebook to Price List tool provides an efficient way to create or update your price list using data from an existing vendor's pricebook. This feature ensures that your price list stays accurate and up-to-date with the latest product information and pricing from your vendors. Whether adding new items or updating existing ones, this tool streamlines the process while giving you control over how the import is handled. Flexible options allow you to manage deactivated items, preserve existing product images, and ensure only relevant data is merged into your system.     Prerequisites: Account owners and those with administrator access.     Instructions     From the Main Dashboard, click on the Administration tag.