Pricelists

Introduction

Pricelists in Brevity allows you to setup multiple rates for a service type, and specify which pricelist to use for each service you deliver. Brevity will load updated NDIS pricelists as they become available for you. You are able to adjust, or create your own pricelists, as required. You can check the pricelist record by selecting Administration> 5. Pricelist

Navigating the Pricelist Form

Creating a Pricelist record

To create a new pricelist, observe below steps:

1. Navigate to Administration menu, Select Pricelist submenu.

   

2. Click on ‘+New’ button to create new pricelist.

   

3. Within the Name field, input a description of the name that will identify the pricelist.

4. Within the Type field, select the rate type of the pricelist. This could be Charge rate or Pay rate.

   

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

   

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

   

7. Save the pricelist record using Save button.

8. Click on + button on the Pricelist Rates section. Select the service types to be linked with the pricelist record. Once done with selection click on Select button

   

9. The service types you added can now be seen from the pricelist rates. You can set the rate type and the pricelist by clicking on the check box of the service type. 

   

10. If you want to set the pricelist for all service type, click on the checkbox besides the Name tab to select all the service type. This will let you input the pricelist for all the service type.

11. Once you inputted the pricelist of the service types, click on the save button to save the rates.

12. You can let Brevity automatically compute the rates of the service type by using the percentage function. This will function will be helpful if you want to increase / decrease the pricelist using the percentage. You can increase or decrease the pricelist using the percentage by clicking on the checkbox of the pricelist that you want to change.

13. After selecting the pricelist, you can input the percentage of the pricelist using the percentage box. If you want to increase the price, just input the percentage of the pricelist. If you want to decrease the price, you need to include a negative sign ( - ) before inputting the percentage.

14. Press enter after inputting the percentage to calculate the new pricelist. You will see on the rates that it will change according to the percentage that you set.

15. Click on the Save Button to save the changes for the pricelist.

Editing a Pricelist record

To edit the pricelist record, observe below steps:

1. Select Administration> Pricelist submenu.

   

2. Highlight the pricelist record that needs to be edited.

   

3. Either click on the edit button or double click on the pricelist record to open it within the Pricelist page.

4. Edit the necessary fields of the record. You can edit pricelist name, type, effective from and effective to date fields. You can also edit the service type rates and add or remove specific service types.

5. Once done with editing, Click on Save button.

6. Click on Close button to get back on the pricelist listing page.

Deleting a Pricelist record

To delete the pricelist record, observe the below steps:

1. Select Administration> Pricelist submenu.

   

2. Highlight the pricelist record that needs to be deleted.

   

3. Select the "Delete Button" in the upper right portion of the window.

   

4. Select the OK button to confirm the deletion of the selected record. Record listing will refresh.

   

   
   

Adjust Activity Status of 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.

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

4. Once done, you can exit back to the Pricelist listing page using Close button.

Accessing Pricelist

Linking the Pricelist to the Client Funding

This is an important step and lets the system know which pricelist you have used when creating the Service Agreement. NDIS requires you to claim at the same rate that you have included within the Service Agreement. The Pricelist selected here will be automatically selected when creating the Service Template and Service Schedule that are linked to this funding.  

Linking the Pricelist to the Service Template

The pricelist is now a mandatory field when adding items to the Service Template. Service Types will be filtered based on the Funding Source and Pricelist selected. The pricelist will be automatically selected based on the Funding Source selected (if setup).

When generating the Roster from the Service Template, all Service Schedule records created will be linked to the pricelist selected here.

Linking the Pricelist to Service Schedule records

The pricelist is a mandatory field when creating once-off services. Again, the pricelist will be automatically selected based on the Funding Source selected, and the Service Type list will be filtered based on the Funding Source and Pricelist selected.