By using different price tables you can vary the price of what you register in two different ways:
- To use different prices for different customers, you link different price tables in their relation file.
- To use different prices for different employees, but with different price profiles, for which you enter different prices.
Those who do not need different prices have only one price table ("Default") with only one column in it.
You can find the price tables under Registration > Price tables
The default price table
In the initial situation there is one price table, i.e. the default price table. And it has only one column, the default column. Because it contains the standard prices, you cannot delete that table and that column.
To adjust a price, click on the amount, adjust it and click outside the amount to save.
Adding a price table
To use a different prices for one or more customers, you can add a price table. Click on "Create new price table":
Enter a name and click OK:
The new price table appears immediately:
When creating a new table, the prices are taken from the default table. Once the table has been created you can adjust the prices for that table.
Assign a price table to a relation
To apply these prices for a relation you still have to link the price table in the relation file. You can find the linked price table in the Invoicing section, under Invoice data and Settings. Open the list and set the desired price table.
From now on the prices from that table will be applied for this relation.
If you want to apply different prices for different employees, you can add price profiles. You can do this in the settings menu:
In the starting situation there will be one employee profile ("Default") and this profile will be assigned to all employees.
Click on + Add to add a profile. You only have to provide a name for it:
Once a profile has been added, an additional column will appear in each price table:
When adding that column, the default prices are copied. To use a different price for the new profile you have to adjust the prices in that column.
To apply the rates associated with this new profile for an employee, you only have to assign that profile to that employee. You can do this under Employees.
If you want to apply different rates for different employees, add price profiles and link those profiles to your employees. Such a profile corresponds to a column in the price tables.
If you want to apply different prices for different customers, add price tables and link those tables to your relations. A table therefore corresponds to a price agreement for one or more relations.
If you want to work for one employee with different prices per employee and for the other with fixed rates, you create a price table for that customer with different prices in the different columns, for the other customer you enter the same price in all columns.