The Effective and End columns allow you to define dates when a line item and price is applicable to a quote.
Using the “End” column can discontinue a line item from future quotes after a specific date. If the item is not discontinued but has a price change, you can enter an End Date for the line item with the old price and then create a new line for that item with the new price and Effective Date.
Price Changes
When a color or other SKU item has a price change, you want the new price to apply to future quotes and the old price to apply to past quotes. ActionFlow allows you to add an "end" date to a SKU or category, so the price applies only to quotes before that date. You can then create the same SKU or category and set an "effective" date, and that price will apply only to quotes after that date.
Step 1: Set "End Date" for current SKU or category price
Step 2: Add the same SKU to the Calc Type and set the New Price
Step 3: Set the "Effective Date" for the new price
Result - Price difference for quotes created before and after the "price change" date
Before
After
Discontinued Items
To Discontinue a line item, set an "End" date. Quotes that have a created date after that "End Date" will not pull in that line item.
Example:
This Miseno farm sink has an "End" date of 7/1/24.
The "Date" for this quote is 2/1/24 and the Farm Sink is included in the area summary.
If you do not see a "Date" for the quote in the bottom right of the Area Data section, either click "Advanced" view mode or edit the "Basic" view mode.
The Date here is manually changed to 8/14/24. After clicking "Calc + Save," the sink no longer appears in the area summary.
In this example, the sink still shows up in the drawing because the quote date was manually changed.
If you had started this quote from scratch after 7/1/24, the sink would not be an option at all.
(Keywords: price change, end date, start date, effective date)