Last updated: 2024-03-18
Applies from: 2023-07-01.202 and later
Adjusting prices
The price adjustment function allows you to adjust the prices of items and supplements by percentage, both up and down. Prices are updated on individual items and add-ons, not for the price list as a whole.
Price generations
When updating prices of items, you can replace the current prices, or create a new so-called price generation by specifying that the new prices should apply from a certain date.
This function does not apply to price adjustments of supplements. Price changes on supplements always take effect immediately and always replace the current prices.
New price generation
If you choose for prices to start on a specific date, a new tab will be created in the price matrix with the date when prices start. This way you automatically get a backup of the old prices. The old price generations are retained when you create a new one, so you can easily see what prices the item has had in the past.
You can remove a price generation by clicking on the cross on the tab for it. The price generation is removed immediately without warning, but you can choose not to save the changes to the article if you change your mind.
If you remove the tab with the current prices, the prices of the previous generation will become valid again and the price of existing orders will have to be recalculated (see Recalculating the price of existing orders and invoices below).
Replace current prices
If you select Immediately (replace current prices), the prices in the current price generation are replaced by the adjusted prices. No new price generation is created in the price matrix.
A price generation can be used as a preview of the adjusted prices. Even if you want the new prices to apply immediately, it may be worth creating a price generation with a future date, just to be able to see that the prices will be as you intend. If it didn't turn out right, you can remove the tab and redo the adjustment. When it looks good, remove the new price generation and make the same adjustment, but choose Immediately (replace current prices) instead of a date.
Validity date of price lists
You can also specify that the price lists themselves are valid between certain dates. You can do this on the General tab of the price list. If you do not enter a date in the Valid until field, the price list is valid until further notice.
Adjust prices on several items or add-ons at once
Click on Economy > Adjust prices and narrow down the selection of articles/additions in the list using the column filters. For example, you can work with one price list at a time, or all items called "Waiting time". You can also sort on the different columns. Then tick the items/additions you want to update the prices for in the column Price item/Extra.
If you tick the checkbox in the column header Price item/Extra, the prices for all items and add-ons in all price lists are adjusted. Not just the items that appear in the filtered list. Check at the bottom of the window how many items you are changing the price of before clicking on Recalculate.
Indicate by how many per cent the price should be adjusted. If you want to lower the price, put a minus sign/hyphen in front of the value, for example "-1.5".
If you select Immediately (replace current prices) no new price generation is created, but the prices in the matrix are replaced with the adjusted prices. If you select a future date, a new tab is created with the date from which the prices apply. Then click on Recalculate to update the prices.
If you are adjusting prices of supplements, you must select Immediately (replace current prices). It is not possible to choose a future date.
Adjust prices on a single item
If you just want to adjust the prices of an item, you can also do it directly in the item register. On that article, go to the Matrix price tab and click on Create a new price generation. A window with the same settings as in the Adjust prices window opens where you can adjust the prices.
If you select Immediately (replace current prices) no new price generation is created, but the prices in the matrix are replaced with the adjusted prices. If you select a future date, a new tab is created with the date from which the prices apply. Then click on Ok to update the prices.
Entering multiple price adjustments at the same time
Price adjustments are always based on the prices in force when you register the price adjustment (i.e. "today"), not the price in force when the price adjustment takes effect. For example, if you want to enter a 3% increase on 1 January three years ahead, you need to work out what percentage to enter in years 2 and 3 if you want the increase to be based on the price applicable in years 2 and 3 respectively.
If we have an item with a price of 100 SEK, the two options are as follows:
| Date | New price based on the price in force when the price adjustment was entered (100 SEK) | New price based on the price in force when the price adjustment takes effect |
|---|---|---|
2025-01-01 | SEK 103 (3 %) | SEK 103 (3 %) 2024-12-31 the price is 100 SEK. 100 × 1.03 = 103 SECONDS. |
2026-01-01 | SEK 106 (6 %) | 106.09 SEC (6.09%) On 31 December 2025 the price is SEK 103. 103 × 1,03 = 106,09. As the price adjustment is applied when the price is 100 SEK, the percentage increase is 6.09%. |
2027-01-01 | SEK 109 (9 %) | 109.27 SEC (9.27%) On 31 December 2026, the price is SEK 106.09. 106,09 × 1,03 = 109,27. As the price adjustment is applied when the price is 100 SEK, the percentage increase is 9.27%. |
Recalculate the price of existing orders and invoices
Changes to prices of items, services and add-ons are not automatically applied to orders and invoices already created in the system. You can recalculate the price of existing orders in order checking, in order reception or via an invoice.
Prices are only recalculated for orders that have not yet been invoiced.
Recalculate the price for multiple orders in order check
In the order checker you can recalculate the price of several orders at the same time, you cannot do this in the order reception. Proceed as follows:
Open the order checker and search for the orders you want to recalculate prices for. If you do not want to recalculate all the orders in the order list, you can select individual orders by clicking on
at the far left of the row (Ctrl- or Shift-click to select multiple rows).
On the menu tab Options click on Recalculate... (Ctrl+R). The Recalculate window opens.
Select Prices and click on Ok. A message is displayed with information on how many orders have been recalculated.
Click Save (Ctrl+S) on the General menu tab to save your changes.
Recalculate the price of single orders in order reception
Find the order you want to recalculate the price of and open it. The price of the order is then recalculated, provided it has not already been invoiced. Save the order with the new price by clicking on 
.
Recalculate the price of orders in an open invoice period
If you have already created invoices for the orders, but have not closed the invoice period, you can recalculate the price of the orders based on the invoices. Proceed as follows:
- Click on Economy > Invoices > Invoices and find the invoice for which you want to recalculate the prices.
- Right-click on it and select Recalculate prices. A list of all the orders covered by the invoice is displayed. If there is an order in the list for which the price should not be recalculated, deselect the checkbox for that order.
- Click on Ok.
Update prices in a copy of the price list
Another way to work with price adjustments is to copy the price list you want to update and make the changes in the copy. This can be useful if you are going to make bigger changes to the price list than just a price adjustment. If you use the price adjustment function on the new price list, it works in the same way as above.
If you copy a price list and make the changes in the copy, remember to set the validity date on both the new and old price list (tab General).
If you update prices using this method, and the customer has a default price list set up on the General tab of the customer register, you must change the default price list on the day the change is to take effect.