Pricing Module – Vendor Location Pricing

Vendor Location Pricing

To add new pricing for the selected location, navigate to the Pricing 1 module from the main menu and click the Add Pricing 2 button. This opens a grid where you can enter the necessary pricing details across multiple fields.

Note: The user can click the arrow 3 next to Service Name to expand the record and view all available columns; clicking again will collapse the view. When editing a record, all columns are automatically expanded for convenience.

Adding Pricing:

To add new pricing for a selected location, navigate to the Pricing module from the main menu and click the Add Service button. This opens a grid where you can enter all the necessary pricing details.

You’ll need to complete all mandatory fields before the Save button is enabled.

Fields and Descriptions

• Service Name – Select a service item from the dropdown.
• Commissionable – Check this box if the service is commissionable.
• Direct Service – Check this box if the vendor provides the service directly.
• 3rd Party Vendor
  • Required if Direct Service is unchecked (FALSE).
  • Disabled if Direct Service is checked (TRUE).
• Variable Price – Check this if the price is variable.
• Included in Handling Fees – Select from Yes, No, or Conditional.
• Price Unavailable – Check this box if the price is not currently available.
• Parameter – Select the appropriate unit of measure from the dropdown.
• Lower Limit – Enter the minimum price limit.
• Upper Limit – Enter the maximum price limit.
• Price – Enter the actual price.
• Currency – Select the currency for the price.
• Units – Enter the number of units per price.
• Formula / Comments – Add any additional comments or pricing formulas, if needed.

Conditional Rules

• If Included in Handling Fees = Conditional:
  → You must complete the following fields:
  Parameter, Lower Limit, Upper Limit, Price, Currency, Units, Formula/Comments
• If Included in Handling Fees = Yes and the service is Ad hoc:
  → You must complete:
  Parameter, Lower Limit, Upper Limit, Price, Currency

After completing all required fields, click Save to add the pricing, or click Cancel to discard your changes.

Edit Existing Pricing

To edit an existing pricing record, simply click the three dots 4 next to the entry. From the dropdown menu, select Edit. The system will open the record in an editable form, allowing you to modify the necessary fields. Once you’ve made your changes, click the Save button to apply them.

Delete Existing Pricing

To delete pricing records, select one or more rows using the checkboxes 5 provided at the beginning of each row. Then, click the Delete 6 button at the top of the screen to remove the selected records.

Filter and Column Display

To filter or customize the display of records, click the Filter 7 option located to the right of the Add Service button. A list of all available columns will appear, each with an eye icon 8 next to it.

Click the eye icon to hide a specific column from view. Click it again to restore the column to the display.