Differences

This shows you the differences between two versions of the page.

--- pricing [2024/11/20 02:59] – chillhubadmin
+++ pricing [2026/04/27 08:31] (current) – chillhubadmin
@@ Line 24: / Line 24: @@
     * **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:
@@ Line 32: / Line 33: @@
     * **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 \\ {{:pricing:pricing_3.jpg?500|}} {{:pricing:pricing_5.jpg?500|}}
+    * **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===
+=== 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>