Price Books - Revision history

DavidG: Fixed video player

2020-12-15T22:58:56Z

Fixed video player

DavidG at 19:36, 8 May 2017

2017-05-08T19:36:55Z

Amy: /* Create a price book for a percentage markup over cost */

2014-12-12T23:54:54Z

Create a price book for a percentage markup over cost

Amy at 23:10, 12 December 2014

2014-12-12T23:10:55Z

Amy at 23:10, 12 December 2014

2014-12-12T23:10:24Z

Amy: /* Price Books Commissions */

2013-02-01T00:41:22Z

Price Books Commissions

Amy at 23:59, 31 January 2013

2013-01-31T23:59:14Z

Amy at 21:58, 29 September 2011

2011-09-29T21:58:45Z

Amy: Created page with "Price Books are used to assign customer specific pricing during order entry. You can assign a price book to a customer and all orders created for the customer will use the pricin..."

2011-09-29T21:55:42Z

Created page with "Price Books are used to assign customer specific pricing during order entry. You can assign a price book to a customer and all orders created for the customer will use the pricin..."

New page

Price Books are used to assign customer specific pricing during order entry. You can assign a price book to a customer and all orders created for the customer will use the pricing rules assigned in the price books. An example of a price books is “30% higher than cost” or “10% less than retail”.

 '''**NOTE**''' Price Books take precedence and drives the price on the order.
 

== Create a price book for a percentage markup over cost ==
1. In the '''Utilities''' module, click '''Utilities'''.
 2. Select Price Book Editor and click '''Run It'''.
 3. The Price Book Editor will display. Click New.
 4. Type the name in the Price Book field.
 5. Select '''Fixed %'''.
 6. In Percentage, type the percentage.
 7. Select '''Higher'''.
 8. In Based on, select '''Cost'''.
 9. Click '''Save'''.
 [[File:PriceBook_Markup.png]]

== Price Book for specific prices on inventory or service items ==
1. In the '''Utilities''' module, click '''Utilities'''.
 2. Select Price Book Editor and click '''Run It'''.
 3. The Price Book Editor will display. Click '''New'''.
 4. Type the name in the Price Book field.
 5. Click '''Save'''.
 6. Click '''Add From Inventory''' to add inventory items to the price book.
 7. Select the inventory items you want to add to the price book.
 8. Enter the special price book price in the '''Price''' column (circled in image below).
 9. Click '''Add From Services''' to add service items to the price book.
 10. Select the service and back in the Price Book Editor, edit the price in the''' Price''' column.
 11. Continue adding from inventory items and services items until you are finished.
 12. Click OK at the bottom of the Price Book Editor.
 [[File:PriceBook_StockPrice.png]]

== Assign Price Book to Customers ==
1. Go to '''Customers''' module > '''Customers'''.
 2. Open a customer record.
 3. Select the '''Rates''' tab.
 4. Locate the Price Book field and select the price book you want to assign to the customer.
 5. Click '''Save'''.
 [[File:AssignPriceBookToCustomer.png]]
 6. Click '''Actions''' > '''New Service Order'''.
 7. In the order, select the''' Order Items''' tab.
 8. Click '''New Material''' or New Service to select item that is on the price book.
 9. In the Add Items to Order window, notice two things (circled in image below):
 a. Locate the Price Book field (1). You should see that field auto-populated with the price book assigned to the customer.
 b. Notice the price in the Price field (2). This price is calculated based off the rules setup in the price book. You can see the price change if you select a different price book.
 [[File:PriceBookOnItem.png]]

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 == Create a price book for a percentage markup over cost ==
-<videoflash>50kCn6gewn8</videoflash>
+{{#ev:youtube|50kCn6gewn8}}
 <br>
 <br>
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 == Price Book for specific prices on inventory or service items  ==
-<videoflash>VbLweiuPRL8</videoflash>
+{{#ev:youtube|VbLweiuPRL8}}
 <br>
 .       In the '''Utilities''' module, click '''Utilities'''.

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 <h3>Item by Item Commissions</h3>
-You can items to a price book and have a specific commission rate for each item or a specific flat commission for each item. When the pricebook is applied to an order or invoice, the commissions will be based on the PriceBooks.
+You can add items to a price book and have a specific commission rate for each item or a specific flat commission for each item. When the pricebook is applied to an order or invoice, the commissions will be based on the PriceBooks.
 <br>In the example below, there is a PriceBook created called Commission Rates. In the Sales Commission % column you will see the commission % for the salesperson on each item. Notice you can have different rates for different items. Also notice in the Partner Discount column there is a flat rate for two of the items.

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 <br>'''**NOTE**''' Price Books take precedence and drives the price on the order.
 <br>
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 == Price Book for specific prices on inventory or service items  ==
 .       In the '''Utilities''' module, click '''Utilities'''.
 <br>2.       Select Price Book Editor and click '''Run It'''.

← Older revision		Revision as of 23:10, 12 December 2014
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	<br>'''NOTE''' Price Books take precedence and drives the price on the order.		<br>'''NOTE''' Price Books take precedence and drives the price on the order.
		+	<br>
		+
		+	<videoflash>VbLweiuPRL8</videoflash>
	<br>		<br>

@@ Line 48: / Line 48: @@
 == Price Books Commissions ==
-[[File:PriceBookEditor(1).jpg]]
+<h3>Item by Item Commissions</h3>
-When adding an item to the order or proposal with the Price Book selected, the commission tab is filled out based on the commission defined in the Price Book.
+<br>In the example below, there is a PriceBook created called Commission Rates. In the Sales Commission % column you will see the commission % for the salesperson on each item. Notice you can have different rates for different items. Also notice in the Partner Discount column there is a flat rate for two of the items.
-[[File:CommissionsTab.jpg]]
+<br>If that PriceBook is assigned to an order and some of those items included in the PriceBooks are placed on the order, you will see the commissions populate on the Totals tab. (image below)
+<br>[[File:TotalsTab_PBCommissionTotals.png]]
-The Totals tab will show the Commission totals for the order or proposal.
+<br>You will also see the commission on each individual item on the Commission tab. Open the Inventory, Service, or Labor tab. Click the Commission tab.
-[[File:TotalCommissions.jpg]]
+<br>In the example below, there is a PriceBook called Commission Rates Fixed. Notice the commission rates are filled out for Salesperson and Partner.
-Users that do not have permission to view commissions won’t see the commission tab or the commission totals. Permission is set in the User Group > Administrative Clearances tab > Commissions.
+<br>For every order that this PriceBook is applied to, these commission rates and fixed amounts will be used for every item placed on the order. The commissions will show on the Totals tab.
+<br>[[File:FixedPBCommission.png]]

← Older revision		Revision as of 23:59, 31 January 2013
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	<br>b. Notice the price in the Price field (2). This price is calculated based off the rules setup in the price book. You can see the price change if you select a different price book.		<br>b. Notice the price in the Price field (2). This price is calculated based off the rules setup in the price book. You can see the price change if you select a different price book.
	<br>[[File:PriceBookOnItem.png]]		<br>[[File:PriceBookOnItem.png]]
		+
		+
		+	== Price Books Commissions ==
		+	You can set commission rates on an item by item basis by using Price Books.
		+
		+	The Price Book below has two items on it. Each item has a commission percentage or flat rate commission assigned.
		+
		+	[[File:PriceBookEditor(1).jpg]]
		+
		+	When adding an item to the order or proposal with the Price Book selected, the commission tab is filled out based on the commission defined in the Price Book.
		+
		+	[[File:CommissionsTab.jpg]]
		+
		+
		+	The Totals tab will show the Commission totals for the order or proposal.
		+
		+
		+	[[File:TotalCommissions.jpg]]
		+
		+	Users that do not have permission to view commissions won’t see the commission tab or the commission totals. Permission is set in the User Group > Administrative Clearances tab > Commissions.
		+
		+
		+	'''Setup PriceBooks with Commissions'''
		+	<br>1. Go to '''Utilities''' module > '''Utilities'''.
		+	<br>2. Select '''Price Book Editor''' and click '''Run It'''.
		+	<br>3. Click '''New'''.
		+	<br>4. Enter a name in the '''Price Book''' field.
		+	<br>5. Click Add From Inventory, Add from Service, or Add Labor to select the specific material, service or labor.
		+	<br>[[File:AddInventoryService.jpg]]
		+	<br>6. Once the item is added to the Price Book, it will be listed on the grid shown below.
		+	<br>[[File:CommissionOnGrid.jpg]]
		+	<br>7. Locate the commission columns. Enter either the commission percentage or the flat rate commission for each item.
		+	<br>8. Click '''Save'''.
		+
		+
		+	<h3>Assigning Price Book to items on an order</h3>
		+	<br>'''You can assign a Price Book to a customer''' - all orders or proposals created for that customer will be assigned to the Price Book and then all items added to the order will be assigned to the Price Book.
		+
		+
		+	'''You can assign a Price Book to an order or proposal''' - assign a Price Book to an order or proposal then all items added to the order will be assigned to the Price Book.
		+
		+
		+	'''You can assign a Price Book to a specific item on an order or proposal''' - on each individual item you are adding to an order you can assign a Price Book.

← Older revision		Revision as of 21:58, 29 September 2011
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−	Price Books are used to assign customer specific pricing during order entry. You can assign a price book to a customer and all orders created for the customer will use the pricing rules assigned in the price books. An example of a price books is “30% higher than cost” or “10% less than retail”.	+	Price Books are used to assign customer specific pricing during order entry. You can assign a price book to a customer and all orders created for the customer will use the pricing rules assigned in the price books. An example of a price books is “30% higher than cost” or “10% less than retail”. You may also have a price book for customers that have special service pricing, different than your standard service prices.

	<br>'''NOTE''' Price Books take precedence and drives the price on the order.		<br>'''NOTE''' Price Books take precedence and drives the price on the order.