Pricing - Service Prices

List View

Buttons Explained

• View: Generates a list of Service Prices based on the selected Filters.

• Save: Saves any changes or refreshes the view.

• Actions: 

  • Batch Updates:  Updates are applied to all the selected records when the Update (button) is clicked. Batch Update options are:

    • • Cost Centre: Replaces the Cost Centre with the cost centre selected from the dropdown list.

      • Setup Hrs: Replaces the Setup Hours with the new value typed into the block.

      • Speed: Replaces the Speed (Quantity per Hour) with the amount typed in the first block and updates the timeframe (in decimal hours) with the amount typed in the second block.

      • Status: Toggles the service prices to be Active or Inactive. Checkmark = Active.

  • Update Prices from Cost Centre

    • • Will change the Hourly Rate to match the rate from the Cost Centre, if they differ.

• Output: Generates price lists. 

• Menu:

  • Reset Data Filter: Resets the selected data filters.

  • Views

    • Supplier Prices: Switches the view to Supplier Prices.

    • Selling Prices: Switches the view to Selling Prices.

    • Inventory Prices: Switches the view to Inventory Prices.

    • Service Prices: Switches the view to Service Prices.

  • Items

    • Add new Item: Allows users to add a new item.

    • Add new Supplier Price: Allows users to add a new Supplier Price to an existing item.

  • Price Lists

    • Edit Price Lists: Allows users to add or edit a price list.

    • Link Customers to Price Lists: Allows users to add customers to a price list.

    • Email Excel: Allows users to email the list view by opening the default email template with the view attached in .xlsx format. 

  • Layout & Grids

    • Save

    • Save (All Users)

    • Restore Default (All Users)

Filters Explained

• Category: A dropdown list allowing users to select a specific Category or All Categories.

• Cost Centre:  A dropdown list allowing users to select a specific Cost Centre or All the Cost Centres.

• Active: Checkbox. Checkmark = Only Active Prices will be shown.

Fields Explained

ℹ️ Fields marked in blue can be edited. 

• Field Chooser:  Allows users to add or remove columns.

• ID: A system-generated number for the service price.

• Status: The colour-coded Status of the service price.

• Description: The item's user-defined Description.

• Category: The item's Category.

• Sub-category: The item's Subcategory.

• Reference: The item's user-defined Reference.

• Code: The item's user-defined Code.

• Cost Centre: The Cost Centre linked to the service item colour-coded according to Cost Centre Status.

• Rate: The Hourly Rate charged for the service.

• Setup (Hr/S): The number of Hours it takes to set up the service.

• Speed - Qty: The output that can be generated in the specified timeframe.

• /Hrs: The timeframe in which the specified output can be generated.

• Total Fixed: A calculated field which is the Cost associated with setting up a service.

• Total Unit: A calculated field (Rate divided by speed divided by hours.)

• / : The number of output units covered by the rate.

• Unit: An abbreviation describing the Unit.

• Updated: The Date on which the item was last updated.

• Updated by: The User who last updated the item.

• Menu (...): A sub-menu that can also be accessed by right-clicking the line.

  • Open Item: Opens the item's setup interface.

  • Open Item Dashboard: Opens a Dashboard with a Summary of the item's activity.

  • View Item Summary: Displays a Summary of the item and transactions on the right.

Related Topics

• Tutorial: Pricing

• Tutorial: Supplier Prices 

• Tutorial: Selling Prices 

• Tutorial: Inventory Prices

• Tutorial: Service Prices

• Reference: Pricing

• Reference: Supplier Prices

• Reference: Selling Prices

• Reference: Inventory Prices

• Reference: Price Lists