Price lists (window)

General

The settings on this tab are not inherited by subordinate price lists.

Function	Description
Name	The name of the price list. Displayed everywhere where the price list can be selected, e.g. in order reception and on the customer web.
Internet name	To give the price list a different name for the web portals, enter it here. If this field is left empty, the name in the Name field will also be used on the webs.
Description	Free text field for internal notes. The description is not displayed anywhere else but here.
Private	: The price list can be selected on all orders in order reception and on the web portals, regardless of the customer. : The price list is activated for individual customers in the customer register (Pricing tab). The customer's price list is then automatically selected on the order. Make all price lists except one private. A price list is then automatically selected on the order based on the customer.
Available for Internet order	The price list can be selected on orders placed via the customer and resource webs.
Use cheapest price collection	If there are several different pricing options available for the order, the one with the lowest price is always used.
Currency	Select the currency in which the customer pays.
Main price list	All prices in the main price list will be available in this price list. This means, for example, that a customer-specific change can be made to an existing price list without having to copy the entire original price list. Changes made to the main price list also apply to the prices in this price list. If the order does not find a price in this price list, the prices in the main price list are used. [None]: The price list does not inherit prices from any other price list. The settings on the General and Account coding tabs are not inherited by subordinate price lists.
VAT rate	Select the VAT rate to be applied to the price list. Note that the VAT rate also determines the account coding. If the customer has a VAT rate in the customer registry, that VAT rate applies instead of this one.
Region	If a region is selected here, the price list can only be applied to orders in that region. [None]: The price list is available in all regions.
Price zones	Select to which zones the price list should apply. [Default]: The price zone marked as default () in the Price zone collections window.
Weight calculation	The weight calculation to be used on orders with the price list. [Default]: The weight calculation set in the office settings (Weight/Distance tab).
Valid from Valid until	The price list’s validity date is matched against the order date to see if the price list should give the order a price. If a start date is not specified, the price list is valid from when it is saved. If you do not specify an end date, it is valid until further notice.

Services

How the prices themselves are calculated is set for each service. The services are therefore central elements in a price list and regarding how the price of the order is calculated.

Services

A list of all services in the system grouped by service list.

: The service can be selected on orders with this price list.

: The service cannot be selected on orders with this price list. It can have a price that is set using price items, but it is disabled for this price list.

+ Inherited from {0}: The service can be selected on orders with this price list, but the settings for the service are inherited from another price list. It is not possible to change any settings for the service in this price list; that has to be done in the main price list. Any changes to the service made in the main price list will be reflected in this price list. The text Inherited from {0} indicates that the settings for the service are the same as in the main price list.

+ Overrides inheritance from {0}: To change the settings for an inherited service, select it. The text Overrides inheritance from {0} indicates that some settings have changed compared to the main price list, and that others are still inherited from the main price list. The settings you change will not be overwritten if you change the same setting in the main price list.

Products

Here you choose which products and package types can be selected on an order with the service in question. The selected products are displayed under Products in order reception.

Note that you must have a price item with the condition Product, where you have entered prices for the products, to enable the price of the service to be calculated. opens a popup with all the products, to give you a better overview.

Prices

This shows which price items are used to calculate the price of the service. It is possible to change the name of the prices by entering the new name directly in the name field and then saving the price list.

Price items: Here you select which price items are to be used to calculate the price. Click on a price item to open the price item registry.

Click on to filter the list of price items using free text, or just show the price items that make up the price.
Conditions: Here it is possible to specify that the prices should only apply if certain conditions are met. This makes it possible to control which prices to use without having to create a new service and switch to that on the order.

Extras

Enter a unit price in the field for the extras to be applied to orders with this price list. Leave this field empty if the extra should not be available for orders with this price list. opens the extras registry.

In subordinate price lists, the price and all settings are inherited from the main price list. It is not possible to change only the settings, e.g. No fuel extra, of an extra in a subordinate price list. To change the settings, the price of the extra first has to be changed. The same price as in the main price list can be entered, but note that it will no longer be inherited from the main price list. In other words, if the price in the main price list is changed, it will not change in the subordinate price list.

Function	Description
Price percentage to resource	Pursuant to settlement factor: The resource is paid for the extra according to the settings in the registry (Suppliers/Subcontractors/Employees/Vehicles). Entire resource value: The full customer price for the extra is passed on to the resource. No remuneration: The resource is not paid an additional sum for the extra.
Included quantity	Here it is possible to specify how many copies of the extra are included in an order at no additional cost for the customer.
No fuel extra	: No fuel extra is levied for the extra. : A fuel extra is levied for the extra.
No currency extra	: No currency extra is charged for the extra. : A currency extra can be charged for the extra.
No discount	: There is no discount on the extra. : A discount can be given on the extra.

Options

On this tab, define which options are to be available for orders with this price list by selecting/deselecting the checkboxes. It is also possible to price the options with price items. If this is done, the price item is automatically added to the order when it is selected in order reception, or when the buyer selects it in the customer web.

opens the options registry. To open the price item registry, click on Create a new price item at the bottom of the window.

For more information, see Options.

Price lists (window)

The window’s tabs

Services

Products

Prices