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--- pricing [2024/11/19 08:36] – created chillhubadmin
+++ pricing [2026/04/27 08:31] (current) – chillhubadmin
@@ Line 1: / Line 1: @@
 ==== Configure Pricing ====
+The following guidelines will help you configure price tiers for each product and service.
+  * [[pricing#pricing_page|Pricing Page]]
+  * [[pricing#pricing_form|Pricing Form]]
+  * [[pricing#import_export_pricing_data|Import Export Pricing Data]]
+=== Pricing Page ===
+  - Navigate to the Pricing page by selecting **Menu** -> **Operational Data** -> **Pricing** \\ {{:pricing:pricing_1.jpg?200|}} \\ {{:pricing:pricing_2.jpg?500|}}
+  - The following options are located on the toolbar
+    * {{mdi>magnify?24}} **Search**: Allows you to search for specific data
+    * {{mdi>refresh?24}} **Refresh**: Updates the current view by reloading the data
+    * {{mdi>plus?24}} **New**: Creates a new entry or record in the system.
+  * Additional Filters and Actions:
+    * **Select Industry**: Use the Industry dropdown to filter pricing data by industry
+    * {{mdi>download?24}} **Download**: Export the current pricing data to an Excel file. Users can modify the file and re-upload it to the system to update pricing information.
+    * {{mdi>upload?24}}**Upload**: Import updated pricing data into the system.
+  * Data Table:
+    * {{mdi>chevron-up?24}}: Expand row data to view more details. (available only in Mobile View)
+    * {{mdi>pencil?24}}: Modify row data details (Mobile View: expand row to access)
+    * {{mdi>delete?24}}: Delete row data (Mobile View: expand row to access)
+    * {{mdi>hammer?24}} indicates '**Service**', {{mdi>archive?24}} indicates '**Product**'
+    * **Product/Service**: Name of the product or service
+    * **Description**: Description of the product or service
+    * **Tier 1**: Displays the price and name of the first pricing tier
+    * **Tier 2**: Displays the price and name of the second pricing tier
+    * **Tier 3**: Displays the price and name of the third pricing tier
+    * **Tier 4**: Displays the price and name of the fourth pricing tier
+=== Pricing Form ===
+  * Pricing Form fields includes:
+    * **Industry**: Populate the Product and Service dropdown selection
+    * Select either a **Product** or a **Service**
+    * **Product**: Select product to define pricing for product
+    * **Service**: Select service to define pricing for service
+    * **Tier 1, Unit Price**: Name and price of first pricing tier
+    * **Tier 2, Unit Price**: Name and price of second pricing tier
+    * **Tier 3, Unit Price**: Name and price of third pricing tier
+    * **Tier 4, Unit Price**: Name and price of fourth pricing tier \\ {{:pricing:pricing_3.jpg?500|}} {{:pricing:pricing_5.jpg?500|}}
+    * Click **Save** button to save the pricing information
+    * If Product is selected, click the **View Cost** button to open a dialog to display current inventory cost details of the selected Product
+      * A data table to display **Date**, **Qty**, **Unit Price** (Unit Cost)
+      * The footer of the data table will shows **Total Quantity**, **Total Value**, and **Average Value** of the selected product \\ {{:pricing:pricing_4.jpg?500|}}
+=== Import/Export Pricing Data ===
+  * **Steps to Export Pricing Data**:
+    - **Select an Industry**: Choose the desired industry from the dropdown list.
+    - **Download Pricing Data**: Click the {{mdi>download?24}} **Download** button to export the pricing data for the selected industry.
+  * **Exported Excel File Template**: \\ The exported Excel file contains the following columns: \\ {{:pricing:pricing_6.jpg?500|}}
+    * **Type (Product | Service)**: Specify whether the entry is a Product or a Service.
+    * **Product/Service Name**: Ensure this matches the exact name as configured in the system.
+    * **Tier Name 1**: Name of the first pricing tier.
+    * **Unit Price 1**: Price associated with the first tier.
+    * **Tier Name 2**: Name of the second pricing tier.
+    * **Unit Price 2**: Price associated with the second tier.
+    * **Tier Name 3**: Name of the third pricing tier.
+    * **Unit Price 3**: Price associated with the third tier.
+    * **Tier Name 4**: Name of the fourth pricing tier.
+    * **Unit Price 4**: Price associated with the fourth tier.
+  * **Steps to Import Pricing Data**:
+    * **Prepare the Excel File**:
+      - Populate the exported Excel file with the required pricing data.
+      - Ensure the file contains only products and services for a **single industry**.
+    * **Select an Industry**: Choose the relevant industry from the dropdown list.
+    * **Upload Pricing Data**:
+      - Click the {{mdi>upload?24}} **Upload** button to select the Excel file for import.
+      - In the file selection dialog, choose the file and click Open to begin the upload.
+    * **Import Process**:
+      * A progress bar will display the status of the import.
+      * The system will
+        * **Update existing entries**: If the product/service pricing data already exists.
+        * **Create new entries**: If the product/service pricing data is not found.
+        * **Stop the import process**: If the product/service name is not found in the system, and an error message will be displayed.
+----
+Once the pricing data is configured, the unit price can be selected within **Quotations**, **Sales Orders**, and **Invoices**
+\\ {{:pricing:pricing_7.jpg?300|}}
+<aichat button float>Welcome to Chillhub AI Assistant. I can help you understand and use your ERP system.</aichat>