pricing

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pricing [2026/04/25 06:03] – chillhubadminpricing [2026/04/27 08:31] (current) – chillhubadmin
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-==== Master Data ==== +==== Configure Pricing ==== 
-To make the most of the system, it's essential to configure your master data accurately from the start. This guideline will help you ensure that all required data is properly set up and ready for use. +The following guidelines will help you configure price tiers for each product and service. 
-  * [[setup_master_data#overview|Overview]] +  * [[pricing#pricing_page|Pricing Page]] 
-  * [[setup_master_data#manage_master_data|Manage Master Data]] +  * [[pricing#pricing_form|Pricing Form]] 
-  * [[setup_master_data#create_on_demand|Create on Demand]] +  * [[pricing#import_export_pricing_data|Import Export Pricing Data]] 
-\\ //Want to save time? Try Chillhub’s [[Batch Import]] feature to get through this step much faster.// {{mdi>new-box?24}} +=== Pricing Page === 
-=== Overview === +  - Navigate to the Pricing page by selecting **Menu** -> **Operational Data** -> **Pricing** \\ {{:pricing:pricing_1.jpg?200|}} \\ {{:pricing:pricing_2.jpg?500|}} 
-  * **Industry**: Represents the broad business sector or field in which your products and services are used or sold. (e.g Air Conditioner) +  - The following options are located on the toolbar
-    * Categorize and define other master data elements +
-    * Often used to narrow down the list of **Products**, **Services**, and **Tasks** available +
-    * Used as a filter criteria in the **Pricing** and **Inventory** pages +
-    * Users can access and work with data from any industry, they can only select one **default industry** to streamline their workflow, which acts as the default filter for initial views +
-  * **Product Type**: Defines the category or classification of a product based on shared characteristics or use cases. (e.g. Wall Mounted, Cassette) +
-    * Categorizes and define **Products** +
-    * Can be added to **Quotations**, **Sales Orders**, and **Invoices**, particularly when specific products are unknown or not tracked in the system. +
-      * e.g. For a repair service, the Product Type "Cassette" can be added to the invoice to indicate the category of the equipment serviced, even if the specific model isn’t tracked in the system. +
-  * **Product**: Represents specific goods, items and parts offered by the organization, identified by unique product codes/model number. +
-    * Can be added to **Quotations**, **Sales Orders**, **Invoices**, and **Purchase Orders** +
-    * **Inventory** stock levels for each product can be tracked +
-      * **Shipping**, **Replenishment**, and **Adjustment** (Internal consumption) processes of the products directly contribute to accurate inventory tracking,  +
-    * **Incoming Deliveries** (from suppliers) and **Outgoing Deliveries** (to customers) of products can be planned +
-    * Inventory **cost** of products can be tracked through **Purchase Invoices** +
-    * **Selling prices** can be defined for each product, ensuring consistent pricing across all documents +
-  * **Service**: Refers to additional charges or non-physical offerings that your company provides. (e.g. Overhaul, Wheel Alignment) +
-    * Can be added to **Quotations**, **Sales Orders**, **Invoices** +
-    * **Prices** for each service can be defined +
-  * **Task**: Represents a specific units of work or activities carried by teams that can be scheduled. (e.g. Delivery, Repair) +
-    * Define the work to be done for each **scheduled job** +
-  * **UOM Conversion**: Defines alternative units of measure (UOM) and their corresponding conversion factors. +
-    * Activate **UOM Conversion add-on** in the subscription plan to enable the feature.  +
-    * Can be configured for **Products**, **Product Types**, and **Services** (if applicable). +
-    * Enables selection of alternative UOMs in transaction documents such as **Invoices**, **Sales Orders**, **Purchase Orders**, and **Quotations**. +
-    * Ensures accurate quantity and inventory tracking by converting values to the product’s base UOM using the defined conversion factor. +
- +
-=== Manage Master Data === +
-  * Expand the Master Data menu \\ {{:masterdata:masterdata_1.jpg?200|}} +
-  * Select the desired menu you wish to open \\ {{:masterdata:masterdata_3.jpg?200|}} {{:masterdata:masterdata_2.jpg?500|}}  +
-  * 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
     * {{mdi>refresh?24}} **Refresh**: Updates the current view by reloading the data     * {{mdi>refresh?24}} **Refresh**: Updates the current view by reloading the data
-    * {{mdi>download?24}} **Export to Excel**: Enables exporting the current view data to an Excel file. 
-    * {{mdi>plus?24}} **New**: Creates a new entry or record in the system. 
-  * Additional Filters: 
-    * **Industry**: Use the Industry dropdown to filter master data by industry 
-    * **Product Type**: Filter product by product types (only available for **Product**) 
-  * Data Table: 
-    * {{mdi>chevron-up?24}}: Expand master data to view more details. (available only in Mobile View) 
-    * {{mdi>pencil?24}}: Modify master data details (Mobile View: expand row to access) 
-    * {{mdi>delete?24}}: Delete master data (Mobile View: expand row to access) 
-    * Relevant fields associated with each master data entity 
-\\ {{:masterdata:masterdata_4.jpg?500|}} 
-  * Create/Edit Form fields include: 
-    * **Name**: The primary unique identifier 
-      * Available in all master data  
-    * **Description**: A brief description or additional details about the entity 
-      * Available in Product, Service, Task 
-      * Will be displayed in documents such as purchase order, invoices, quotations, and sales orders. 
-    * **Industry**: The industry to which the entity belongs 
-      * Available in all master data (except Industry) 
-    * **Default UOM**: Default unit of measure for the entity's transactions. (e.g. set, kg, feet, EA (each)) 
-      * Available in Product, Product Type, Service 
-    * **UOM Conversion**: Defines alternative units of measure and their corresponding conversion factors relative to the default UOM. 
-      * Available in Product, Product Type, Service 
-    * **Classification Code**: Category of products or services as required for LHDN e-Invoice submission 
-      * Available in Product, Product Type, Service 
-      * If classification code not defined, "022- Others" will be used during e-Invoice submission 
-      * Full List available on the [[https://sdk.myinvois.hasil.gov.my/codes/classification-codes/|MyInvois Official Site]] 
-    * **External Code**: An optional reference code used to map this item to an external system. 
-      * **Note**: To enable accounting integration, please contact Chillhub Support to enable and install the required integration module. 
-      * Available in Product, Product Type, Service 
-    * **Type**: Define **Product Type** of the product 
-      * Only available in Product 
-    * **Brand**: Brand of the product 
-      * Only available in Product 
-    * **Taxable By Default**: Determines whether tax is automatically applied when this product or service is used in transactions 
-      * Available in Product, Product Type, Service 
-    * **Obsolete**: Mark this item as obsolete to indicate it is no longer offered or used. Obsolete items will be hidden from selection in future transactions but retained for historical records. 
-      * Available in all master data (except Industry) 
- 
-=== Create On Demand === 
-  * Master data can be created on demand by selecting the {{mdi>plus?24}} icon located on the right side of each master data dropdown. \\ {{:masterdata:masterdata_5.jpg?300|}} 
-  * For instance, users can create any missing master data when creating invoices, creating purchase orders, setting up inventory, configuring pricing, and other related tasks. 
- 
-=== UOM Conversion === 
-  * Expand the Master Data menu 
-  * Select **UOM Conversion** 
-  \\ {{:masterdata:masterdata_6.jpg?200|}}  
-  * 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>download?24}} **Export to Excel**: Enables exporting the current view data to an Excel file. 
     * {{mdi>plus?24}} **New**: Creates a new entry or record in the system.     * {{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:   * Data Table:
     * {{mdi>chevron-up?24}}: Expand row data to view more details. (available only in Mobile View)     * {{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>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>delete?24}}: Delete row data (Mobile View: expand row to access)
-    * **Name**: Name of the UOM Conversion +    * {{mdi>hammer?24}} indicates '**Service**', {{mdi>archive?24}} indicates '**Product**' 
-    * **Alternate UOM 1**: Display the name and conversion factor of the first alternate UOM. +    * **Product/Service**: Name of the product or service 
-    * **Alternate UOM 2**: Display the name and conversion factor of the second alternate UOM. +    * **Description**: Description of the product or service 
-    * **Alternate UOM 3**: Display the name and conversion factor of the third alternate UOM. +    * **Tier 1**: Displays the price and name of the first pricing tier 
-    * **Alternate UOM 4**: Display the name and conversion factor of the fourth alternate UOM. +    * **Tier 2**: Displays the price and name of the second pricing tier 
-\\ {{:masterdata:masterdata_7.jpg?500|}} +    * **Tier 3**: Displays the price and name of the third pricing tier 
-  * Create/Edit Form fields include: +    * **Tier 4**: Displays the price and name of the fourth pricing tier  
-    * **Name**: The primary unique identifier +=== Pricing Form === 
-    * **Alternate UOM 1, Conversion Factor **: Name and conversion factor of the first alternate UOM. +  * Pricing Form fields includes: 
-    * **Alternate UOM 2, Conversion Factor **: Name and conversion factor of the second alternate UOM. +    * **Industry**: Populate the Product and Service dropdown selection 
-    * **Alternate UOM 3, Conversion Factor **: Name and conversion factor of the third alternate UOM. +    * Select either a **Product** or a **Service**  
-    * **Alternate UOM 4, Conversion Factor **: Name and conversion factor of the fourth alternate UOM. +    * **Product**: Select product to define pricing for product 
-  * Example: +    * **Service**: Select service to define pricing for service  
-    * Product: //Power Cable 4-Core 2.5mm//, Default UOM: //meter//, UOM Conversion: //meter// +    * **Tier 1, Unit Price**: Name and price of first pricing tier 
-    * UOM Conversion: //meter// with Alternate UOM: //feet//, Conversion Factor: //0.3048// +    * **Tier 2, Unit Price**: Name and price of second pricing tier 
-      * i.e., 1 foot = 0.3048 meter +    * **Tier 3, Unit Price**: Name and price of third pricing tier  
-    * When //Power Cable 4-Core 2.5mm// is selected as an invoice item, both //meter// and //feet// are available in the UOM selection. +    * **Tier 4, Unit Price**: Name and price of fourth pricing tier \\ {{:pricing:pricing_3.jpg?500|}} {{:pricing:pricing_5.jpg?500|}} 
-    * When //feet// is selected and quantity is //2//, the system will deduct stock as: 2 × 0.3048 = 0.6096 meters.+    * 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|}}
  
-Continue reading [[initial_data|this]] for detailed guidelines on setting up initial data effectively+<aichat button float>Welcome to Chillhub AI Assistant. I can help you understand and use your ERP system.</aichat>
  • pricing.1777097000.txt.gz
  • Last modified: 2026/04/25 06:03
  • by chillhubadmin