This page provides the user with an overview of Pricelist form.
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.
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 allows you to add the service types against the pricelist and to set the charge rates according to the service schedule (day, afternoon, weekends and public holidays) for the service types.
Creating a Charge Rate 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 a value from the drop down list to categorise the pricelist record. Pricelist records can either 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).
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 unit type used to calculate the rate.
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.
Editing a Pricelist record
Edits to a custom charge rate pricelist can be made to the effective dates of the pricelist and the price lists charge rates associated with the service types.
Edits 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 utilising that pricelist ~ service type).
To edit the pricelist record, observe the following steps:
Select the Administration>Pricelists sub-menu to open the Service Type List page.
Within the search field input the particulars of the pricelist
Highlight the pricelist record that is to be edited and either click on the edit button or double-click on the Price List 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 ratesClick the SAVE button to update the pricelist record.
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:
Select the Administration>Pricelists sub-menu to open the Service Type List page.
Within the search field input the particulars of the pricelist
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 the SAVE button to update the pricelist record.
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:
Observe the steps 1-3 as outlined under Edit the Pricelist record.
To deactivate the Pricelist record select the Deactivate button . Deactivating the record will set it to read-only.
To activate the Pricelist record select the Activate button.
Click the CLOSE button to exit the page and return to the Pricelist List page.