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Settings - Pricing

Help article related to the Settings - Pricing view

Sparky Support avatar
Written by Sparky Support
Updated over 3 years ago

These are the settings related to Pricing. Here you can input the following:

  • Margin/Mark-Up: Here you can set company Margin/Mark-Up default percentages for Product, Labour and Other Items (e.g. Waste Disposal, Call Out Fee etc). These percentages are used and auto-filled within Quotes, Jobs, Invoice etc, and can always be changed when/where required.

  • Customer Pricing Levels: To activate, select 'Enable Customer Pricing'.

    This allows you to create special pricing levels for special customers (e.g. VIPs, Friends and Family, Large Accounts etc).

    • Select any existing row to Edit (same screen as Add Customer Type)

    • Select 'Add Customer Type' and enter in the details (image further below)

    You can then select a customer from your customer list and set their 'Type' to one of the Customer Type's created here. Then the prices within the Customer Type will apply (over Company defaults) for any new Quotes, Jobs, Invoices etc, for that customer.

This is the Add/Edit Customer Type screen:

ps. This article has been extracted from the Settings All-In-One reference article, which allows you to scroll/scan/browse/search through All settings, if required.
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