Managing Price Levels

You can define percentage by which the price level will increase or decrease cost or sell prices in the Price Levels dialog box.

Creating Price Levels
Editing Price Levels
Deactivating Price Levels

Creating Price Levels

Before you can use Price Levels, you first need to create them. To do so:

Select Tools > Lists > Price Levels. The Price Levels dialog box appears.

Click Add to add a new price level to the list.
The Active check box is selected by default. Deselect it if you do not want this price level to appear when assigning products and services to jobs.

Tip!

Tip:
Once a price level has been created, it cannot be deleted. If you are no longer using a price group, simply deselect the Active check box and the price group will no longer be able to be selected from a drop-down list in ServiceCEO. See the Discontinuing Price Levels section for details.

Type a name for the price level in the Name field.
In the Services field, type the percentage amount by which you want to change the sell price of services using this price group. This value can be positive or negative.
Type the percentage amount by which you want to change products using this price group in the first Products field. This value can be positive or negative.
If you typed a value in the Products field, select what about the product you want to change from the Products drop-down list. Your options are:
- Cost. The product's cost will be adjusted by the amount in the first Products field. If you are using the Inventory Tracking module, the method of cost calculation may vary, depending on what costing type you are using (i.e., serialized, LIFO, FIFO, Average On Hand, Last Purchase Price, etc.)
- Sell Price. The product's sell price will be adjusted by the amount in the first Products field.
Repeat steps 2-7 to create additional price levels.
Click OK to save your changes and close the Customer Price Levels dialog box.

Editing Price Levels

Select Tools > Lists > Price Levels. The Price Levels dialog box appears.
Select the price level you want to add.
Edit any of the values as necessary.
Repeat steps 2-3 to edit additional price levels.
Click OK. Your changes are saved.

Deactivating Price Levels

Once created, you cannot delete a price level. However, you can make it inactive so that the price level no longer appears in drop-down lists throughout ServiceCEO. To do so:

Select Tools > Lists > Price Levels. The Price Levels dialog box appears.
Clear the Active check box for the price level you want to deactivate. If the price level is assigned to any customers, customer locations, or jobs, then the Price Level Update dialog box appears:

This dialog box lets you control how the inactive price level is replaced, if at all, on your customers and/or jobs. Your choices are:

Change all Customers with [deactivated price level] to. This option will replace the deactivated price level with the price level you select from the drop-down list. The replacement will occur in all customer records and addresses where the deactivated price level appears. In other words, if a customer is using the price level you are deactivating, that price level will be replaced by the one you select now. The implications of this replacement are:
- All new jobs will use the price level you define here.
- All old jobs will continue to use the old price level.
Do not change existing Customers with [deactivated price level]. All jobs for the customer will continue to use the deactivate price level.

Caution!

Caution:
If you keep the deactivate price level, it will continue to be used for those customers that have it selected in their Address Information dialog box. However, you will not be able to select it from any of the price level drop-down lists in ServiceCEO.

Select the appropriate value from the drop-down list.
Click OK. The Price Level is not active.
Repeat steps 2-4 to deactivate other price levels.
Click OK. Your changes are saved.

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