pricing

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The following guidelines will help you configure price tiers for each product and service.

Pricing Page

  1. Navigate to the Pricing page by selecting Menu → Operational Data → Pricing

  2. The following options are located on the toolbar
    • Search: Allows you to search for specific data
    • Refresh: Updates the current view by reloading the data
    • 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
    • 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.
    • Upload: Import updated pricing data into the system.
  • Data Table:
    • : Expand row data to view more details. (available only in Mobile View)
    • : Modify row data details (Mobile View: expand row to access)
    • : Delete row data (Mobile View: expand row to access)
    • indicates 'Service', 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

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
  • pricing.1732013593.txt.gz
  • Last modified: 2024/11/19 10:53
  • by chillhubadmin