Navigating the Pricelist

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.

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• 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 displays both the service types assigned into the pricelist and the corresponding charge rates according to the service schedule (day, afternoon, weekends and public holidays).
  
  

  
  
  
  To assign into the pricelist additional services click the icon located to the top right of the pricelist rates record grid.