pricing

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pricing [2024/11/19 10:53] – chillhubadminpricing [2026/04/27 08:31] (current) – chillhubadmin
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 ==== Configure Pricing ==== ==== Configure Pricing ====
 The following guidelines will help you configure price tiers for each product and service. 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 === === Pricing Page ===
-  - Navigate to the Pricing page by selecting Menu -> Operational Data -> Pricing \\ {{:pricing:pricing_1.jpg?nolink&200|}} \\ {{:pricing:pricing_2.jpg?nolink&500|}}+  - 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   - The following options are located on the toolbar
     * {{mdi>magnify?24}} **Search**: Allows you to search for specific data     * {{mdi>magnify?24}} **Search**: Allows you to search for specific data
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     * **Tier 2**: Displays the price and name of the second 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 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 ===
   * Pricing Form fields includes:   * Pricing Form fields includes:
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     * Select either a **Product** or a **Service**      * Select either a **Product** or a **Service** 
     * **Product**: Select product to define pricing for product     * **Product**: Select product to define pricing for product
-    * **Service**: Select service to define pricing for service +    * **Service**: Select service to define pricing for service 
-\\ {{:pricing:pricing_3.jpg?nolink&500|}} {{:pricing:pricing_5.jpg?nolink&500|}}+
     * **Tier 1, Unit Price**: Name and price of first pricing tier     * **Tier 1, Unit Price**: Name and price of first pricing tier
     * **Tier 2, Unit Price**: Name and price of second 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 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>
  • pricing.1732013593.txt.gz
  • Last modified: 2024/11/19 10:53
  • by chillhubadmin