This page guides you through the process of creating and maintaining pricelist records.
Introduction
Pricelists are accessed via 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 maintained by the business. For example, a custom pricelist with service rates that vary from what is in the NDIS Pricing Arrangements and Price Limits document.
Pricelist Types
Navigating the Pricelist Form
The fields and objects that comprise the Pricelist page are explained below:
Name: This field is used to input 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 rates 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 be entered manually or selected from the date picker.
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 enables service types to be added against the pricelist, and the setting of charge rates according to the service schedule (day, afternoon, weekends and public holidays) for the service types.
Creating a Pricelist record
To create a pricelist:
Select the Administration > Pricelists sub-menu
In the Service Type List page, click on the
button - the New 5. Pricelists record page is shown.
Enter a Name that will be used to identify the Pricelist. This Name will be used to identify the Pricelist in the Pricelist field.
Select a Type from the drop down list to categorise the Pricelist. Pricelists can 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).
Enter the Effective From date - ie, the start date of the Pricelist period.
Enter the Effective To date - ie, the end date of the Pricelist period.
Click Save to create the Pricelist.
In the Pricelist tab select the
Add New Record button (located to the right of the percentage field) - the Select Service Types page opens.
Search for and select the service type records that are to be assigned to the Pricelist, then click the Select button to update the Pricelist.
To set the rate and rates for the Service record, select the checkbox located to the left of the item number - the service line will open for editing.
Select a Rate type- ie, the unit type used to calculate the rate.
Enter the relevant rate for the period in thr rate fields
(rate, afternoon, night, Saturday, Sunday and Public holiday).
Deselect the check box on the service line.
Click Save to update the Pricelist.
Click Close to exit to the Pricelist List page.
Editing a Pricelist
The effective dates and charge rates for the service types in a custom Pricelist may be updated.
Updates 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:
Select the Administration > Pricelists sub-menu.
In the Service Type List page, enter the particular of the Pricelist in the search field.
Highlight the Pricelist that is to be edited and click the edit button or double-click the Pricelist record. Pricelist updates that can be made include:
✴Name
✴Effective From and Effective To dates
✴Removing or adding service types from the Pricelist
✴Updates to service type rates
✴Applying percentage increases to individual service ratesClick Save to update the pricelist record.
Click Close to exit to the Pricelist 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:
Select the Administration>Pricelists sub-menu to open the Service Type List page.
Enter the particulars of the Pricelist in the search field.
Highlight the pricelist record that is to be edited and either click on the edit button or double-click on the Price List record.
Enable the service line field that is to be assigned the rate increase.
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.
Click Save to update the Pricelist.
Click Close to exit to the Pricelist page.
Deleting a Pricelist Record
Pricelist records must not be deleted under any circumstances. Please consult Brevity in the first instance, via the Support desk. Deleting a Pricelist will impact client funding, scheduling and invoicing and employee shifts.
Adjust Activity Status of a Pricelist
To update the activity status of a Pricelist:
Follow steps 1 to 3 under Edit the Pricelist record.
To deactivate the Pricelist record select Deactivate. Deactivating the record will set it to read-only.
To activate the Pricelist, select Activate.
Click Close to exit to the Pricelist page.
Assignment of Pay Rate Pricelists
For more information on using the Pay Rates Pricelist, see Pay Rates.