Once you've created your price levels A method of marking up or down the price of products or services on a job by a certain percentage., you can define a price level for a customer location or for specific jobs A unique service visit. It contains all information about the products and/or services that will be provided to a customer. A series of jobs can be created by a schedule (a job with a defined frequency). Note that the term Job is customizable. For details, see the Defining Vocabulary section of the Implementation Manual. and/or schedules A job with a frequency (service plan). Saving a schedule will create a series of jobs, depending on the frequency settings. The term Schedule is customizable. For details, see the Defining Vocabulary section of the Implementation Manual..
A price level is defined for a job on the Services/Products tab of a Job record.
To define a price level for a customer location, select the price level you want to assign from the Price Level drop-down list in one of these two locations:
Customer Record - The General tab of a Customer record. The price list you select will be linked to the customer location that appears in the drop-down list (located above the address box).
Customer Location - The Address tab of the Address Information dialog box.
When you define a price level for a customer location, the Price Level Update dialog box appears, where you will define how the price levels will be affect the jobs/estimates for this customer location:
Your three options are:
Use for New Records Only. The default value. All existing jobs or estimates will not be updated to the new price level, so that if you make any changes to them in the future, the old price level will still be in effect. The new price level - the one you just selected - will be used only for new jobs/estimates.
Update Existing Records, but not Existing Charges. This option will update all jobs and estimates to the new price level, but will keep all existing charges (any charges that were already added to the job) at the old price level. Any new charges added to the job/estimate in the future will use the new price level.
Update Existing Records and All Charges. All jobs, estimates, and charges will be updated to the new price level. Any existing invoices that are not locked may see their totals change as a result.
See Also:
Price Levels Overview
Using Price Levels on Jobs