Last updated: 14.08.2024
Valid from: 2023.07-01.239 and later
Video: the price list editor
Alex from the support team takes a look at how to work with price lists.
| Time | Contents |
|---|---|
|
00:01 |
Introduction. |
| 03:00 | Background to and purpose of the new interface. |
|
06:15 |
Navigation. |
|
07:30 |
The list of price lists. |
|
09:00 |
The General tab. |
|
11.15 |
The Services tab. |
|
16:40 |
Price item registry. |
|
17:40 |
The price matrix. |
|
21:50 |
Fixed price and unit price. |
| 26:00 | New price for a service from scratch. |
|
27:50 |
Multiple prices for the same service. |
| 30:10 | The Price items tab. |
|
34:50 |
Conditions in the price matrix, price units and registry-based conditions. |
| 42:25 | The Discounts tab. |
|
44:00 |
Adjusting prices with price generations. |
| 48:40 | Q&A. See below. |
Q&A
| Query | Answer |
|---|---|
|
Do I need to add all my price lists again when I get the update? |
No, that is not necessary. All price lists and prices are transferred to the new interface. |
|
Is it possible to use minimum charging/minimum prices in the new price list? |
Yes, that function is still available and can be set in the price matrix (Price type drop-down list under Fixed price/Unit price). |
|
Is it possible to have more than two conditions for the same price item? |
Yes, it is possible to have up to 18 conditions in the same price matrix, two price units and 16 registry-based conditions. |
|
Is it possible to export an entire price list to Excel? |
It is possible to export the price matrix for a price item, with all the conditions, to a single Excel file. However, it is not possible to export all the price items in a price list in one go. One price item per Excel file. All the exported Excel files can then be inserted as separate worksheets in a single Excel file. This results in a file with one price item per spreadsheet, if you want to be able to send out a complete price list, for example. |
|
Is it possible to use the same price item in several different price lists? |
The price item registry is exclusive for each price list, but it is possible to copy price items between price lists. For more information, see Create price lists. If you work with main price lists, the price items are inherited to the child price list and become available that way. |
|
Is it possible to drag and drop the prices into the sequence you want them on the Services tab? |
No, you can only move the prices with the arrows ( |
|
Can the system keep two different prices separate in the same price list based on the order date? For example, if the price is SEK 100 in May and SEK 105 in June? |
Yes, the date from which the price generation applies, what is written on the tab in the price matrix, is based on the order date. For more information, see Adjusting prices. |
).