'Set Price To Zero' Function On Work Orders

Post date: Mar 26, 2018 1:39:38 PM

Technicians - with appropriate permissions - now have the ability to set the sell price of individual items to ZERO on their work orders.  This was done to allow some flexibility for 'special' prices, discounts, bulk purchase offerings, etc.  Here's how it works:

Suppose you want to advertise a special 'Tune Up' service for $125.00.  That service might include slightly different items and labor every time, but you want to offer it at a flat price.  You still need to record and 'ship' the inventory that was actually used, to keep your inventory in sync, as well as any labor hours.  But, normally, the prices of those items and labor would be added to the work order total, and the technician would have no automatic way to make that total correct.

Using the new feature, you would build an inventory 'item' for the 'Tune Up Service', flag it as an 'expensed' item (so that it doesn't accumulate quantities or costs in your inventory), and set its sell price to $125.00.

Then when the technician finishes the work, he records everything he used, as well as his hours spent, AND, lastly, he adds the 'Tune Up Service' item, which carries the $125.00 price.  He can then check the 'Set price to zero' checkbox (see screenshot below) for EACH OF THE ITEMS AND LABOR HE USED AS PART OF THE TUNE UP SERVICE.  This will keep those items on the work order, but set their sell prices to zero, and the customer will be charged the 'flat' fee.

This allows the technician to 'trust' the calculated prices on the work orders and eliminates the need for him to calculate 'custom' prices himself.  It should also prevent him from having to calculate the correct tax, since the work order will do that for him.

ONLY items that the technician has added to the work order are eligible to be 'set to zero'.  A technician doesn't have the ability to change prices on Items that were 'assigned' from the original sales order when it was configured.  This was done to prevent issues where, for example, only a partial quantity of an item on the sales order was assigned on a particular work order.

NOTE: the technician will have the ability to 'View Current Prices' on his work order if he has the permission titled 'SM View Pricing On Work Orders (31)'.  To be able to set prices to zero, he will need THAT permission, and also the permission titled 'SM Zero Work Order Item Prices (1222)'.