NEW IN VERSION 3.0! In version 3.0 and beyond of the software, you now have the ability to use a pricing scale where there is a minimum charge of a fixed amount as the first slot, and then after that there is a unit price for the scale. This was not possible before version 3.0. You also now have the ability to use more than 2 decimal places in your scaled unit prices.
To view or create pricing scales, click the Pricing Scales button at the bottom of the Services/Products setup screen. If the price in the scale is to be a price per unit (such as per square foot), and not a total price for all the units (such as a special package), then check the "Scale as Unit Price?” box.
To view or create pricing scales, click the Pricing Scales button at the bottom of the Services/Products setup screen. If the price in the scale is to be a price per unit (such as per square foot), and not a total price for all the units (such as a special package), then check the "Scale as Unit Price?” box.
NOTE: Pricing scales are similar to commission scales. The price for the service would be dependent upon the quantity entered. Generally, the more the quantity, the lower the Unit Price.
You can create new pricing scales on this Pricing Scales screen by moving your cursor to the last pricing scale in the list on the left and hitting the down arrow on your keyboard to move to a new row, and then just type in the scale description you want. Then set the slots for the scale on the right.
IMPORTANT: Be sure that you are setting the quantities in the scale slots on the right appropriately. For a quantity to match a slot in the scale, it must be greater than (>) the minimum quantity and less than or equal to (<=) the maximum quantity. You would never have the minimum and maximum quantity the set to the same value for a scale entry. Please review some of the example scales that come with the program.
What Selecting a Pricing Scale Does for a Service
A pricing scale allows you to decide that when the number of units falls between two numbers (greater than the minimum and less than or equal to the maximum), the Total or Adjusted Price will be a fixed amount (instead of the Quantity x Unit Price). Each Pricing Scale has a list of these “slots” that define a price for different quantity ranges. If the pricing scale is to affect the Unit Price and not the Total or Adjusted price, then check the Scale as Unit Price box. This is for the type of scale where usually as the number of units goes up, the price per unit goes down (as in volume discounting).
EXAMPLE: Lets say on a service named “Commercial Cleaning”, you set up a scale called CCL Scale (for Commercial Cleaning, Light) that says between 1 and 249 sq ft, the per unit price is $0.20, between 249 and 499 sq ft, the per unit price is $0.19, between 499 and 749 sq ft, the per unit price is $0.18, and so on. You need to check the Scale as Unit Price box so that instead of just setting the Total or Adjusted price for the line item to be $0.20, $0.18, or $0.16, it will multiply the proper unit price by the quantity on the line item.
Pricing Scale Changes
When the pricing in a particular pricing scale needs to change, you will need to not change the values in the pricing scale itself if that scale has already been used on orders you have entered. Instead, setup a new pricing scale and then change whatever services used the old one to now use the new one. This will keep the prices from change on old orders you have already entered and completed. If you only change the prices in the scale that has already been used, then when you open the old order, the pricing on it will change, and you usually do not want that.
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