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1. Go to Administration → Supplies and click Add New to create a new Price Level then give it a descriptive name and set the standard pricing for this level.
In this example I’ve created a new pricing level for Seniors with a 0% discount on the standard pricing. I’ll adjust the Labour Rates I want to give special pricing with later.
2. Click the Save button to save your changes.
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You can then edit any existing Supply, Labour Role or Callout fee and adjust the Pricing. A table displaying the various Price Levels setup in Ascora will now be displayed.
Note:We access role in Administration → Rates & Charges.
In this example, we are accessing the Electrician Level 1 role where it automatically displays the list of pricing levels but in this instance, we select the pricing level called Seniors.
The Hourly Rate for an Electrician – Level 1 has been set to $80 Ex Tax for any Customer on the Seniors pricing level.
Specifying the Price Level per Supply Item
Go to Inventory → Supplies and open the supply item that you need to edit.
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When you add this supply item to a job for a customer without a pricing level set, the standard price applies. This means that if you are giving a discount or special pricing for specific customers, you must first create a price level and then select the price level in the Customer card. Refer to the steps below. |
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In this example we selected a different price level called "Seniors" but it should allow you to select any price level added in Administration → Supplies → Price Level.
Adding Labour with the special pricing
When creating a Quotation for this Customer, the special pricing due to the Price Level now takes effect:
Adding Supply with the special pricing
Below is an example of a job for a customer with "Seniors" pricing level set. I've added the supply item we've modified earlier and the special pricing takes effect which is 20% less or equivalent to $551.76 (the reduced price.)
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If you have more supply items that you need to add with special pricing for specific customers, just go to Inventory → Supplies → find the supply item you need to modify and set the discount amount from there. |