Establishing a Charge Rate Pricelist

This page guides you through the process of creating a pricelist record.

To create a charge rate pricelist, observe the following steps:

Select the Administration>Pricelists sub-menu to open the Service Type List page.
Click on the button to open the New 5. Pricelists record page to create new pricelist.
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.
Within the type field select the Charge Rate value from the drop down list to categorise the pricelist record.
Within the Effective From date, either input in free text or select from the date picker the start date of the pricelist period.
Within the Effective To date, either input in free text or select from the date picker the end date of the pricelist period.
Click the SAVE button to create the pricelist record.
Within the Pricelist tab select the Add New Record icon, located to the right of the percentage field to open the Select Service Types page.

Search for and select the service type records that are to be assigned into the pricelist, 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, to open the service line for editing.
Within the Rate type field select a value from the drop down list to define the unit type used to calculate the rate. Rate types available include Hourly Rate, Fixed Rate, Per Day and Apportioned.
Within the Rate fields (rate, afternoon, night, Saturday, Sunday and Public holiday) input the rate applicable for the period.
Deselect the check box on the service line.
Click the SAVE button to update the pricelist record.
Click the CLOSE button to exit the page and return to the Pricelist List page.