If you have items whose price or cost vary depending on customer type, operation, or quantity, SingleOps offers advanced pricing options which allow you to automatically update price and cost when an affected item is entered at job entry. Manual calculations or complicated adjustments can be reduced or removed to allow for a more efficient workflow.
How to Configure Advanced Pricing Options
Advanced pricing can be configured via a pricing matrix in the item page for the specified item.
• Go to Admin >> Items >> Items and select the item to which the pricing matrix should be added
• Click the item's Edit button
• Scroll to the bottom of the page and check the Use Pricing Matrix check box
• Click Add Line to create a row for each different price for this item
Based on type:
• If the price is specific to a customer type or operation, make sure to select that in the drop downs.
Based on volume:
• If the price changes at a certain quantity (e.g., a volume price break), you can enter in the quantity at which point the price changes and then enter in the new price in the ‘default price’ field. You may wish to create multiple volume price break points for the same item using separate rows in the pricing matrix.
NOTE: it is possible to have multiple conditions apply to the same item, e.g., you might first apply a condition whereby the default price is reset based on the job's operation, and then have price breaks apply if/as the quantity increases.
Using Customer Types
If you’re not yet using Customer Types, you may wish to first create those in Admin >> Customer Type and then assign the pricing option to the customer type which will, by extension, then assign the price to any/all customer(s) within that customer type. This may make it easier to manage additions, deletions, or modifications to the type rather than having to create pricing matrices for multiple customers.
PRICING OPTION B ------> CUSTOMER TYPE E ------> CUSTOMERS G, I, J, K, and R
You could now easily remove Customer I from your customer type, and add Customers M and P who would automatically/instantly inherit the Pricing Option B by virtue of Customer Type E. This would save you from having to create new/special pricing options for Customers M and P (and you would not have to remove the pricing option for Customer I).
Once you've created your pricing option(s), these items’ default price and cost will now be automatically updated at job entry based on the client’s customer type, operation, and/or the line-item’s quantity.
For more information on creating and using customer types, check here.