Price Levels Overview

Caution!

Caution:
Price levels are different from Zone Pricing. Zone Pricing used to be called "Price Groups" in versions of ServiceCEO before 6.1. For more on Zone Pricing, please see the Using Zone Pricing section.

Price Levels enable you to tailor charges for particular customer locations or jobs by raising or lowering product and service prices by a percentage that you define. For example, if you could provide a preferred customer a 5% markdown on all of their products and services.

In addition, you can mark up or mark down products based on the cost or price. In other words, you can use price levels to generate the product's sell price based on two things:

  1. Standard Price. Price-based price levels generate a new sell price by adjusting the product's standard price as defined in the Product Detail dialog box.

  2. Cost Based. The sell price will be derived by taking the product's cost (as defined in the Product Detail dialog box) and multiplying it by the price level.

Note!

Note:
Depending on how the inventory product is being costed (i.e., Serialized Serialized Inventory items generally have a unique serial number attached to each instance of an item in stock. Serialized items each have a unique unit cost and sell-price, hence the exact cost for a job or invoice depends on the exact items selected to fill the charge. Until these items are assigned to fill the charge on a job default price and cost information is obtained from the values in the Master Product List. When viewing a job prior to completion the user can view the items assigned to a charge by double-clicking on the charge line-item and selecting SHOW ITEMS. Serialized items support assignment of warranty information and manufacturer information prior to sale of the item., LIFO Short for Last-In-First-Out, a method of estimating the cost of non-serialized inventory., FIFO Short for First-In-Last-Out, a method of estimating the cost of non-serialized inventory., Average On Hand, Last Purchase Price, etc.), the original cost of items may vary; for details on how inventory items are costed, see the How is the Cost Calculated for Inventory Items? section.

Back to the Implementation Checklist Overview

See Also:
Managing Price Levels

Defining Default Price Levels

Using Price Levels on Jobs

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