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This page guides you through the process of creating and maintaining pricelist records.

These are the topics on this page:

  • Introduction

  • Navigating the Pricelist Form

  • Creating a Pricelist record

  • Editing a Pricelist record

  • Percentage increases for service lines

  • Deleting a Pricelist record

  • Adjust Activity Status of Pricelist Record

  • Assignment of Pay Rate pricelists

Introduction

Image Added

Pricelist records within Brevity are accessed through the Administration> 5. Pricelist sub menu. Pricelist records reflect both the lists that are delivered and maintained by Brevity which catalogue the service rates as per the NDIS Pricing Arrangements and Price Limits document (previously known as the NDIS Price Guide); and lists that have been created and are maintained by the business, for example custom pricelist with service rates that vary from what is listed within the NDIS Pricing Arrangements and Price Limits document.

Navigating the Pricelist Form

Image Added
Expand
titleClick to expand and review the fields and objects that comprises the pricelist form

The following is an outline of the fields and objects that comprise the Pricelist page

  • Name: This field is used to input a description of the name that will identify the pricelist.

  • Type: This is a drop down field that lists the rate type for the pricelist. The options available are Charge rate or Pay rate. Charge rates are used to calculate the client service charge for the client service that uses the service type. Pay rate are used to calculate the service total payable to the employee for the client service that uses the service type. 

  • Effective From: This field is used to input the effective start date of the pricelist. The effective from date can either be input in free text or selected from the calendar picker.

    Image Added

  • Effective To: This field is used to input the effective to date of the pricelist. The effective to date can either be input in free text or selected from the calendar picker.

  • Pricelist Rates: This section allows you to add the service types against the pricelist and to set the charge rates according to the service schedule (day, afternoon, weekends and public holidays) for the service types.

    Image Added

Creating a Pricelist record

To create a pricelist, observe the following steps:

  1. Select the Administration>Pricelists sub-menu to open the Service Type List page.

  2. Click on the (plus) button to open the New 5. Pricelists record page to create new pricelist.

    Image Added

  3. Within the Name field, input a description that will be used to identify the pricelist. This name will be used to identify the pricelist within the pricelist field.

  4. Within the type field select a value from the drop down list to categorise the pricelist record. Pricelist records can either be set as a charge rate (reflecting the rates charged for a client service) or Pay rate (rates payable to a support worker for delivering the client service).

    Image Added

  5. Within the Effective From date, either input in free text or select from the date picker the start date of the pricelist period.

  6. Within the Effective To date, either input in free text or select from the date picker the end date of the pricelist period.

  7. Click the SAVE button to create the pricelist record.

  8. Within the Pricelist tab select the (plus) Add New Record icon, located to the right of the percentage field to open the Select Service Types page.

    Image Added

    Search for and select the service type records that are to be assigned into the pricelist, click the select button to update the pricelist.

    Image Added

  9. To set the rate and rates for the Service record select the checkbox located to the left of the item number, to open the service line for editing.

    Image Added

  10. Within the Rate type field select a value from the drop down list to unit type used to calculate the rate.

  11. Within the Rate fields (rate, afternoon, night, Saturday, Sunday and Public holiday) input the rate applicable for the period.

    Image Added

  12. Deselect the check box on the service line.

  13. Click the SAVE button to update the pricelist record.

  14. Click the CLOSE button to exit the page and return to the Pricelist List page.

Editing a Pricelist record

Edits to a custom pricelist can be made to the effective dates of the pricelist and the price lists charge rates associated with the service types.

Edits to the standard NDIS price lists that are delivered by Brevity are limited to effective end dates (in the absence of a new pricelist) the exclusion/inclusion of service types and service rate variations. It is important to note that when working with service type rates within the standard pricelist that the rate never exceeds what is listed within the NDIS price guide(set rates to the maximum but adjustments to a lower rate can be applied if the business supports this, however in doing so will have an impact for all client services that the utilise that pricelist ~ service type).

To edit the pricelist record, observe the following steps:

  1. Select the Administration>Pricelists sub-menu to open the Service Type List page.

  2. Within the search field input the particulars of the pricelist

    Image Added

  3. Highlight the pricelist record that is to be edited and either click on the edit button or double-click on the Price List record. Edits undertaken against the Pricelist include:

    ✴Pricelist name
    ✴Effective from and Effective To dates
    ✴Inclusion or exclusion of service types from the pricelist
    ✴Updates of the service type rates
    ✴Applying percentage increases to the individual service rates

  4. Click the SAVE button to update the pricelist record.

  5. Click the CLOSE button to exit the page and return to the Pricelist List page.

Percentage increases for Service Lines

To apply a percentage increase to one or more of the service lines that are in the pricelist record, observe the following steps:

  1. Select the Administration>Pricelists sub-menu to open the Service Type List page.

  2. Within the search field input the particulars of the pricelist

    Image Added

  3. Highlight the pricelist record that is to be edited and either click on the edit button or double-click on the Price List record.

  4. Enable the service line field that is to be assigned the rate increase.

  5. Within the percentage field input the value that will reflect either the increase or decrease. A decease will be reflected as a negative value. Tab from the field to update the individual rate periods on the selected service line.

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  6. Click the SAVE button to update the pricelist record.

  7. Click the CLOSE button to exit the page and return to the Pricelist List page.

Deleting a Pricelist Record

Pricelist records MUST not be deleted under any circumstance. Please consult Brevity in the first instance, through the support desk. To remove a Pricelist record will impact client funding, scheduling and invoicing and employee shifts.

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Adjust Activity Status of a Pricelist Record

To edit the activity status of a pricelist record observe the following steps:

  1. Observe the steps 1-3 as outlined under Edit the Pricelist record.

  2. To deactivate the Pricelist record select the Deactivate button . Deactivating the record will set it to read-only.

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  3. To activate the Pricelist record select the Activate button.

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  4. Click the CLOSE button to exit the page and return to the Pricelist List page.

Assignment of Pay Rate pricelists

For additional information on the use of the Pay Rates pricelist refer to the Pay Rates topic.This page guides you through the process of creating and maintaining pricelist records.

These are the topics on this page:

Introduction

Image Modified

Pricelist records within Brevity are accessed through the Administration> 5. Pricelist sub menu. Pricelist records reflect both the lists that are delivered and maintained by Brevity which catalogue the service rates as per the NDIS Pricing Arrangements and Price Limits document (previously known as the NDIS Price Guide); and lists that have been created and are maintained by the business, for example custom pricelist with service rates that vary from what is listed within the NDIS Pricing Arrangements and Price Limits document.

Navigating the Pricelist Form

Image Modified
Expand
titleClick to expand and review the fields and objects that comprises the pricelist form

The following is an outline of the fields and objects that comprise the Pricelist page

  • Name: This field is used to input a description of the name that will identify the pricelist.

  • Type: This is a drop down field that lists the rate type for the pricelist. The options available are Charge rate or Pay rate. Charge rates are used to calculate the client service charge for the client service that uses the service type. Pay rate are used to calculate the service total payable to the employee for the client service that uses the service type. 

  • Effective From: This field is used to input the effective start date of the pricelist. The effective from date can either be input in free text or selected from the calendar picker.

    Image Modified

  • Effective To: This field is used to input the effective to date of the pricelist. The effective to date can either be input in free text or selected from the calendar picker.

  • Pricelist Rates: This section allows you to add the service types against the pricelist and to set the charge rates according to the service schedule (day, afternoon, weekends and public holidays) for the service types.

    Image Modified

Creating a Pricelist record

To create a pricelist, observe the following steps:

  1. Select the Administration>Pricelists sub-menu to open the Service Type List page.

  2. Click on the (plus) button to open the New 5. Pricelists record page to create new pricelist.

    Image Modified

  3. Within the Name field, input a description that will be used to identify the pricelist. This name will be used to identify the pricelist within the pricelist field.

  4. Within the type field select a value from the drop down list to categorise the pricelist record. Pricelist records can either be set as a charge rate (reflecting the rates charged for a client service) or Pay rate (rates payable to a support worker for delivering the client service).

    Image Modified

  5. Within the Effective From date, either input in free text or select from the date picker the start date of the pricelist period.

  6. Within the Effective To date, either input in free text or select from the date picker the end date of the pricelist period.

  7. Click the SAVE button to create the pricelist record.

  8. Within the Pricelist tab select the (plus) Add New Record icon, located to the right of the percentage field to open the Select Service Types page.

    Image Modified

    Search for and select the service type records that are to be assigned into the pricelist, click the select button to update the pricelist.

    Image Modified

  9. To set the rate and rates for the Service record select the checkbox located to the left of the item number, to open the service line for editing.

    Image Modified

  10. Within the Rate type field select a value from the drop down list to unit type used to calculate the rate.

  11. Within the Rate fields (rate, afternoon, night, Saturday, Sunday and Public holiday) input the rate applicable for the period.

    Image Modified

  12. Deselect the check box on the service line.

  13. Click the SAVE button to update the pricelist record.

  14. Click the CLOSE button to exit the page and return to the Pricelist List page.

Editing a Pricelist record

Edits to a custom pricelist can be made to the effective dates of the pricelist and the price lists charge rates associated with the service types.

Edits to the standard NDIS price lists that are delivered by Brevity are limited to effective end dates (in the absence of a new pricelist) the exclusion/inclusion of service types and service rate variations. It is important to note that when working with service type rates within the standard pricelist that the rate never exceeds what is listed within the NDIS price guide(set rates to the maximum but adjustments to a lower rate can be applied if the business supports this, however in doing so will have an impact for all client services that the utilise that pricelist ~ service type).

To edit the pricelist record, observe the following steps:

  1. Select the Administration>Pricelists sub-menu to open the Service Type List page.

  2. Within the search field input the particulars of the pricelist

    Image Modified

  3. Highlight the pricelist record that is to be edited and either click on the edit button or double-click on the Price List record. Edits undertaken against the Pricelist include:

    ✴Pricelist name
    ✴Effective from and Effective To dates
    ✴Inclusion or exclusion of service types from the pricelist
    ✴Updates of the service type rates
    ✴Applying percentage increases to the individual service rates

  4. Click the SAVE button to update the pricelist record.

  5. Click the CLOSE button to exit the page and return to the Pricelist List page.

Percentage increases for Service Lines

To apply a percentage increase to one or more of the service lines that are in the pricelist record, observe the following steps:

  1. Select the Administration>Pricelists sub-menu to open the Service Type List page.

  2. Within the search field input the particulars of the pricelist

    Image Modified

  3. Highlight the pricelist record that is to be edited and either click on the edit button or double-click on the Price List record.

  4. Enable the service line field that is to be assigned the rate increase.

  5. Within the percentage field input the value that will reflect either the increase or decrease. A decease will be reflected as a negative value. Tab from the field to update the individual rate periods on the selected service line.

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  6. Click the SAVE button to update the pricelist record.

  7. Click the CLOSE button to exit the page and return to the Pricelist List page.

Deleting a Pricelist Record

Pricelist records MUST not be deleted under any circumstance. Please consult Brevity in the first instance, through the support desk. To remove a Pricelist record will impact client funding, scheduling and invoicing and employee shifts.

View file
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pageNews feed Setup

Adjust Activity Status of a Pricelist Record

To edit the activity status of a pricelist record observe the following steps:

  1. Observe the steps 1-3 as outlined under Edit the Pricelist record.

  2. To deactivate the Pricelist record select the Deactivate button . Deactivating the record will set it to read-only.

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  3. To activate the Pricelist record select the Activate button.

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    pageNews feed Setup

  4. Click the CLOSE button to exit the page and return to the Pricelist List page.

Assignment of Pay Rate pricelists

For additional information on the use of the Pay Rates pricelist refer to the Pay Rates topic.