Prices

Description

The Items --> Prices page shows all of the Price Lists related to a respective item and lists the clients eligible for the Price List.

Price Lists

The Price List table displays the following:

• Name, Contract #
• Status (Active or Inactive)
• Effective Date, Expiration Date
• Description

Price Lists can be searched, sorted, and filtered in the following ways:

• Keyword search
• Contract Status (dropdown):
  • All
  • Active
  • Inactive
• Sort By (dropdown):
  • Name (A - Z)
  • Name (Z - A)
  • Contract # (A - Z)
  • Contract # (Z - A)
  • Expiration Date (New - Old)
  • Expiration Date (Old - New)
  • Effective Date (New - Old)
  • Effective Date (Old - New)

Create Contract

To create a new Price List, select the "+ Create Contract" button in the upper-right corner and a side panel displays for input with the following fields. See Create New Contract for more information.

Clients

The Clients section of the page displays all of the clients who have a Custom Price set for the respective item. A table displays the following information:

• Client, Address
• Contract Override
• Last Order
• Last Price

To make an edit, select the "Edit" button or select the ellipsis button and choose "Edit." To remove a custom price for a client, select "Remove" from the dropdown.

Clients with set Custom Prices Prices can be searched, sorted, and filtered in the following ways:

• Keyword search
• State (dropdown)
• Sales Status (dropdown):
  • Active
  • Inactive
• Sort (dropdown):
  • Client Name (A - Z)
  • Client Name (Z - A)
• Hide "Do Not Call" (checkbox)
• Reset button

Create Price

To set a custom price for a client, select the "+ Create Price" button. A side panel opens with the following:

• Lead / Customer (required; select specific clients from a multi-select dropdown; includes search capability)
• Minimum Price
• Target Price
• Price (required)
• Override Contract Price (checkbox)

Select the "Submit" button to save.

Link to Main Page

Main Page -- Items