Price lists define how SKU Items are charged to customers. Multiple price lists allow you flexibility in your pricing structures for different client types and specific scenarios.
(Click the steps to go to that section)
Other Resources:
Cost Definition Grid (Pricing) Properties
Export Cost Definitions to Excel
Discontinued Items and Price Changes
Price List Basic Properties
Price lists have basic properties, default settings, advanced settings, and tools.
Figure 1. Elements of price lists
Step 3 - Add a SKU Item to a Price List
After creating SKU classes and SKU items, the next step is to add the items to price lists.
To charge for SKU items (add them to a quote), the next step is to add it to one or more Price lists where you set the revenue amount to charge the customer. Price List information is stored on the right side of the screen and the SKU items are organized in the Cost Definitions grid.
You can assign prices individually or you can create Categories. Categories can be used to group items that all have the same price point. For example, a color Category can be used to set the price of multiple colors at one time.
Option 1 - Adding SKU Items Individually (No Category)
- Select the name of the Price List from the Name drop down box to which you want to add the SKU Item.
- Find the SKU items you want to add by selecting the SKU Class.
Figure 2. Select the SKU Class and identify the Price List
3. Highlight the selected SKU Items you would like to add to the Price List. (You can add multiple SKU Items by clicking on the items you would like to add while holding down the Control or Shift Key.)
4. Click on the ‘Add Selected SKUs’ button under the Cost Definitions. This will add the SKU Item to the Price Lists. Click on the Save button that is located on the top right-hand corner of your screen after you add the SKU(s) (if the save button is grayed out, ActionFlow autosaved the information.)
Figure 3. Add SKU items to a price list by selecting the SKU item(s) and then clicking "Add Selected SKUs"
Option 2 - Adding SKU Items using Categories
Instead of adding each SKU Item individually to a Price List, you can instead add the SKU Items to a Category, and then add the Category to the Price List.
- To create a Category, click on the SKU Class to which you are adding a category.
- Click on the Green Plus sign under Categories.
- Type the Category name and scroll to the right to enter the Unit.
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Highlight the SKU Items you want to add to the Selected Category. (You can add multiple SKU Items by clicking on the items you would like to add while holding down the Control or Shift Key.)
Figure 4. Select a SKU class to which you want to add a new category. Click the green plus sign by the Categories grid to add a new category.
Figure 5. Select a category
5. Make sure the Category you want to add to is selected. Click the ‘Add Selected SKU Items to Category’ button.
Figure 6. Highlight the SKU items then click "Add Selected SKU Items to Category"
Figure 7. Make sure the Category is selected and then click "Add Selected Category"
Step 4 - Set Pricing for SKU Items
You can set a pricing for individual SKU Items or for a Category using the same process once they are moved over to the Cost Definitions Grid.
- Enter the price you want to charge the customer into the UnitRevenue field. Once entered click on the Save button in the upper right-hand corner of your screen. (If the save button is grayed out, ActionFlow autosaved.)
- See the other Cost Definition properties below. There are many different methods for pricing within ActionFlow so work with your account manager to configure the settings.
Figure 8. Add a Unit Revenue value
ActionFlow is powerful in its ability to handle a multitude of pricing structures and methods. Learn more about price list properties and work with your account manager.
Cost Definition Grid (SKU Item and Categories) Properties
(click the property name for in-depth instructions)
|
Property |
Description |
|
Class |
Class to which this SKU Item belongs |
|
SKU |
Unique Name of the SKU as set in SKU Items grid |
|
Category |
A category which contains multiple SKUs priced at the same amount |
|
UnitRevenue |
Price to charge the customer |
|
UnitRetail |
Alternative retail price to charge the customer |
|
Unit |
Unit used to calculate SKU item metrics |
|
Percent |
Apply a charge as a percentage of other line items |
|
%Target |
Set whether charges impact cost, revenue, or retail |
|
Minimum |
|
|
Material |
define a charge than only applies when a certain material is selected. If the asterisk is showing, then the line item will apply for all materials. |
|
Special |
Columns starting with "Special" allow ActionFlow to perform special calculations in very specific situations |
|
SpecialSort |
Sort limit for special type calculation |
|
LowerLimit |
Lower limit for special type calculation |
|
UpperLimit |
Upper limit for special type calculation |
|
SpecialText |
Text for special type calculation |
|
AltCalc |
Display alternative materials and edges on estimates |
|
AutoAdd |
Automatically add line items in the area module when a quote is initially created |
|
NotTaxed |
Exclude line items from tax calculations |
|
NotInvTaxed |
Exclude line items from inventory tax calculations |
|
NotMatTaxed |
Exclude line items from material tax calculations |
|
HiddenCust |
hide this item from customer reports |
|
HiddenInternal |
hide this item from internal reports |
|
HideRevenue |
|
|
TierUnitCost |
|
|
TierUnitRevenue |
|
|
OverrideUnitCost |
Override the default unit cost set for the SKU item – set the SKU item unit cost per price list |
|
Effective |
The Effective and End columns allow you to define certain periods where the item applies. So, if the price changed, you can enter an End Date and then create a new line for that item with the new price and the applicable Effective Date |
|
End |
See above, date price ended Disable this item from future calculations, while leaving it in for past calculations |
|
Promo Desc |
|