Price items (window)

Economy > Price lists > Price lists > Services tab > price item under Prices

Economy> Price lists > Price lists > Price items tab > 

In this window, you create the Price items used to price services and add manually to the item rows of an order.

The price items are valid for the price list from which the price item registry was opened. If a price list is copied, the price items will be included in the new price list.

However, if a new price list is created and another price list is selected as the main price list, the price items in the main price list will not be transferred to the new price list. The price items under Prices are inherited from the main price list, but cannot be edited in the new price list. The price item registry in the new price list is empty.

If you have the Price List Editor open and make changes in this window, for example enabling/disabling a Price item, you will need to switch the Price List and back again for the change to be visible.

General

General

Function	Description
Name	The name of the Price item appears in many places, including price lists, Order reception and apps. The code and description of the price items are listed on the Price items tab of the price list.
Allow failure	Related to the prices in the Services tab of the price list. Controls whether a price item included in a price must generate a price or not. Has no effect if only a single price item is used in the price. : The price item does not have to generate a prize. If the price includes another price item that generates a price, the price is used on the order anyway. If this option is selected for all price items in a price, and none of them generate a price, the price list will move on and check the next price in the list. : The price item must generate a price. If it does not do that, the next price in the price list is checked, regardless of whether the other price items in the price generate prices or not. Example There is a service with two prices. The first price includes three price items. The second price includes a price item with a minimum price. If Allow failure is not selected for all the price items in the first price, all the items must generate prices for that price to be used on the order. If one of them does not do that, the next price, the minimum price, is used. If Allow failure is selected for one of the price items in the first price, that particular price item does not need to generate a price. If the other two price items generate prices, the first price on the order is used anyway. If Allow failure is selected for all the price items in the first price and none of them generate a price, the minimum price is applied to the order. The price list takes into account whether the pricing gives a price for the order, not whether the settings at item level say it is OK for the price to give no price.
VAT rate	Used if you want to use a specific VAT rate for the Price item. Note that the VAT rate also determines the account coding. [Default]: The VAT rate in the price list is used.
Price percentage to resource	The resource gets paid for the Price item under this setting. Pursuant to settlement factor: Resource fee factor (resource pricing) × resource value of the order. Entire resource value: The full resource value as stated on the order. No remuneration: The resource is not paid at all for the Price item. Applies both when the Price item is used to price services and when it is added manually to the item rows. For more information, see Commission and resource value and Administering road tolls.
No discount	Any discounts that should apply are not deducted from the price of the Price item. Database fields: PCC_ExemptFromDiscount
No fuel extra	No fuel surcharge is added to the Price item price. For more information, see Fuel surcharge (fuel extra), overview. Database fields: PCC_NoFuelExtra
Applies to	How the Price item prices the order. Address: Price item is added once per address. Can be used, for example, to charge a fee for each stop on the order. The difference between this option and Shipment is that an order with a stop at a Terminal has three addresses (sender, Terminal, recipient), but only two shipments (sender-terminal, terminal-recipient). Order: Pricing what the customer has ordered, from sender to recipient address. This is the most common option. Shipment: Pricing what the carrier actually performs, from-to addresses on all shipments included in the order. If the order is split into several stages with stops at intermediate Terminals, it will be different from the Order option.

Matrix price

The prices themselves can be filled in on this tab, or they can be pasted them Excel. For more information, see The price matrix.

Settings

Function	Description
Add conditions	Adds a condition or a price unit to the price matrix. opens the Price units window, see Price units (window).
Price factor (%)	Only applies to fixed prices.
Step price	Can be used for both fixed and unit prices, but it is not possible to combine tiered pricing with benefit or Worst price calculations. You can choose either tiered pricing or one of the options at Unit price (see below). : The unit price is calculated separately for each interval in the matrix. In order reception, an average unit price is displayed. : The price per unit will be that which is at the intersection of the terms for the whole volume. The unit price is multiplied by the quantity. The first value in the matrix must be “0”. For example, if it is "0.01", you will only be paid for 0.99 of the first unit. Example Courier Services has received an order for 10 pallets. 0-5 pallets cost SEK 50/pallet. 6-10 pallets cost SEK 40/pallet. : The total price will be (5 × 50) + (5 × 40) = 450 SEK. Order reception displays the unit price as SEK 45/pallet. : The total price is 10 × 40 = 400 SEK. More examples can be found in Step price and benefit/worst price calculation.
As entered (no transformations)	Applies only to unit prices and if Step price is deselected. Examples can be found in Step price and benefit/worst price calculation.
Best price	Applies only to unit prices and if Step price is deselected. Calculates the most favourable price for the customer. "It should never be more expensive than for the minimum weight of the next weight class." The price is therefore in favour of the customer. Examples can be found in Step price and benefit/worst price calculation.
Worst price	Applies only to unit prices and if Step price is deselected. Calculates the least favourable price for the customer. "It must never be cheaper than the maximum weight of the previous weight class." The price is thus to the disadvantage of the customer. Examples can be found in Step price and benefit/worst price calculation.

Price generations

Here you can see how the Price item has been priced in the past. Prices are valid from the date on the tab. Create a new price generation opens the window New price generation where you can create a new price generation. For more information, see New price generation (window).

Fixed price

Enter the prices here if you want to use fixed prices. For information on the difference between fixed prices and unit prices, see The price matrix.

Unit price

Enter the prices here if you want to use unit prices. A unit price is the price per unit. For more information on the difference between fixed prices and unit prices, see The price matrix.

Account coding

In Opter, the VAT rate on the order determines the income and cost account to which a certain amount is booked. On this tab you can make exceptions to the regular account coding. The tabs you make changes to are marked with .

Click on to display the VAT rates held in the system. Then select the account to which amounts with the different VAT rates should be posted. More information on the individual drop-down lists can be found at The Account coding tab. The settings in this tab apply if you reach item 4 in the list in How Opter selects accounts for income and expenses. If [Default] is selected for any of the options here, the account coding is taken from the VAT rate.

For more information on how Opter selects the VAT rate on orders (column Sales) and supplier bills (column Cost), see How Opter chooses the VAT rate for customer invoices and How Opter chooses the VAT rate on credits.