Price lists (window)

Economy > Price lists > Price lists

The Price lists window is also known as the price list editor. Everything related to prices and price calculations can be managed in this window.

The list on the left shows all the price lists you have. A price list can be searched for by typing part of its name in the text field under Filter. Select the price list you want to work with and make the settings in the tabs on the right.

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 on the web portals.
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	The currency the customer pays in.
Main price list	All prices in the main price list will be available in this price list. This means, for example, that you can make a customer-specific change 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	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

Settings

Function	Description
Trash price	The price charged when the order is trashed. When an order is trashed, the user is asked whether the trash price should be charged. If the user answers yes, the fee is charged and the order is invoiced (even if the price is 0). If the user answers no, the order is trashed without being invoiced.
Deduction on failed delivery	Specifies the percentage of the price to be deducted if the order is marked as Failed delivery.
Available for Internet order	The service can be selected when ordering on the web portals. : The setting is taken from the service register and means the same as .

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. Instead, add another price for the same service and set conditions for when the different pricing will apply.

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 extras according to the resource pricing setting 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 you do, the Price item will be automatically added to the order when you select it in the Order reception, or when the Reference selects it on one of the web portals.

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 items

On this tab, you specify which Price items should be manually selectable on orders with this price list. Some settings for Price items are made directly on this tab, while others are made in the item register, which you open with .

Settings for manual price items

Function	Description
Code	An abbreviation for the Price item that can appear in different places in the system. The name of the Price item is indicated in the Register of Articles. The Price item must have a code to be selected in the order form on the web portals.
Description	Free text field for internal notes. The description is not displayed anywhere else but here.
Price item type	If you select Service here, other price lines will be removed when you manually add the Price item to an order.
Available in mobile device	Controls whether drivers can add the Price item to Opter Driver.
Force material site	This checkbox currently has no function.

Account coding

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

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.

See also

• Create price lists