Price library

Price library · New price item · Create new rate

  • The item code, unit and rate
Project coordinator

Price library

Project coordinator

Price library

1Step 1 of 3

  1. Open Sales → “Price library”
  2. Filter the items

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Project coordinator · Price library01

New price item

Project coordinator

New price item

2Step 2 of 3

  1. Press “New price item”
  2. Enter the code, description, unit, sell rate ex GST and estimated cost
  3. Choose “Effective from” and press “Create price item”

Enlarge, then scroll

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Project coordinator · Price library02

Create new rate

Project coordinator

Create new rate

3Step 3 of 3

  1. On the newest row press “Create new rate”
  2. Enter the dated rate
  3. Press “Create new rate”

Enlarge, then scroll

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Check

The item or the new rate is recorded; a used rate is never overwritten.

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