Editing a Pricelist record

To edit the pricelist record, observe the following steps:

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

2. Search and select the record from the Pricelist list that is to be edited.

3. Highlight and either click the EDIT button or double click to display the Pricelist 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. Search and select the record from the Pricelist list that is to be edited.

3. Highlight and either click the EDIT button or double click to display the Pricelist 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 decrease will be reflected as a negative value. Tab from the field to update the individual rate periods on the selected service line.

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.

Adjust Activity Status of a Charge Rate Pricelist Record

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

1. Search and select the record from the Pricelist list that is to be replicated.

2. Highlight and either click the EDIT button or double click to display the Pricelist record.

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

   

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

   

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