Before you add SKU Items to Price Lists, first create SKU classes and SKU Items
Price List Table of Contents
Price List Basic Properties
Step 3: Add a SKU Item to a Price List
Option 1: Adding SKU Items Individually
Option 2: Adding SKU Items using Categories
Step 4 - Set Pricing for SKU Items
Price List Basic Properties
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. Price lists have basic properties, default settings, advanced settings, and tools.
Figure 1. Basic properties for the price list are at the top
Name – Define the price list – there are many ways to split out price lists based on customer type (retail vs commercial), material, date, or for different dealers or vendors. Work with your account manager to determine how to best separate your SKU items.
Active – Active price lists will appear in the price list dropdown during quoting in the Area Module.
Figure 2. The Area Module "Price List" dropdown displays price lists that have the "Active?" box checked
Default – The default price list will be selected for new areas/quotes.
CalcTypeID – A unique identifier for price lists, primarily used by AF developers
Description – provide more details for the price list beyond the name
Add, Copy, Delete – Use these buttons to add a new price list, create a copy of an existing price list, or delete a price list
Figure 3. Add, Copy, or Delete 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.
Figure 4. Elements of price list information
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 5. 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 6. 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 7. 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 8. 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 9. Highlight the SKU items then click "Add Selected SKU Items to Category"
Figure 10. 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.)
Figure 11. 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.
There are other settings that you can change on the Cost Definitions Grid, which are described below:
- The Material column allows you to 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.
- The five columns starting with the Special column allow ActionFlow to perform special calculations in very specific situations and I won't go into detail on that here
- The AltCalc checkbox is used to tell ActionFlow to include that Material line item in the Alternative Calculations grid.
- The AutoAdd column tells ActionFlow to automatically add this line item to every calculation
- The NotTaxed column tells ActionFlow to exclude this item from tax calculations
- The Hidden column will hide this item from the Estimate reports
- The Discontinued checkbox disabled the item from future calculations, while leaving it in for past calculations
- The Option checkbox will cause the item to be added as an 'Optional' item
- 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