Editing Price Books
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== Create a price book for a percentage markup over cost == | == Create a price book for a percentage markup over cost == | ||
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1. In the '''Utilities''' module, click '''Utilities'''. | 1. In the '''Utilities''' module, click '''Utilities'''. | ||
<br>2. Select Price Book Editor and click '''Run It'''. | <br>2. Select Price Book Editor and click '''Run It'''. | ||
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== Price Book for specific prices on inventory or service items == | == Price Book for specific prices on inventory or service items == | ||
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1. In the '''Utilities''' module, click '''Utilities'''. | 1. In the '''Utilities''' module, click '''Utilities'''. | ||
<br>2. Select Price Book Editor and click '''Run It'''. | <br>2. Select Price Book Editor and click '''Run It'''. | ||
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== Price Books Commissions == | == Price Books Commissions == | ||
+ | You can set commission rates on an item by item basis by using Price Books. | ||
+ | The Price Book below has two items on it. Each item has a commission percentage or flat rate commission assigned. | ||
− | + | [[File:PriceBookEditor(1).jpg]] | |
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− | + | When adding an item to the order or proposal with the Price Book selected, the commission tab is filled out based on the commission defined in the Price Book. | |
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− | + | [[File:CommissionsTab.jpg]] | |
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− | + | The Totals tab will show the Commission totals for the order or proposal. | |
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− | + | [[File:TotalCommissions.jpg]] | |
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− | + | Users that do not have permission to view commissions won’t see the commission tab or the commission totals. Permission is set in the User Group > Administrative Clearances tab > Commissions. | |
− | <br>[[File: | + | |
+ | '''Setup PriceBooks with Commissions''' | ||
+ | <br>1. Go to '''Utilities''' module > '''Utilities'''. | ||
+ | <br>2. Select '''Price Book Editor''' and click '''Run It'''. | ||
+ | <br>3. Click '''New'''. | ||
+ | <br>4. Enter a name in the '''Price Book''' field. | ||
+ | <br>5. Click Add From Inventory, Add from Service, or Add Labor to select the specific material, service or labor. | ||
+ | <br>[[File:AddInventoryService.jpg]] | ||
+ | <br>6. Once the item is added to the Price Book, it will be listed on the grid shown below. | ||
+ | <br>[[File:CommissionOnGrid.jpg]] | ||
+ | <br>7. Locate the commission columns. Enter either the commission percentage or the flat rate commission for each item. | ||
+ | <br>8. Click '''Save'''. | ||
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+ | <h3>Assigning Price Book to items on an order</h3> | ||
+ | <br>'''You can assign a Price Book to a customer''' - all orders or proposals created for that customer will be assigned to the Price Book and then all items added to the order will be assigned to the Price Book. | ||
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+ | '''You can assign a Price Book to an order or proposal''' - assign a Price Book to an order or proposal then all items added to the order will be assigned to the Price Book. | ||
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+ | '''You can assign a Price Book to a specific item on an order or proposal''' - on each individual item you are adding to an order you can assign a Price Book. |