Start by defining when the price will change, is it for different customers, projects or workplaces. This will not change how the Pricelist registry is setup, but it will rule where we add the option for it. It is possible to have the selector in multiple location, the last option will win so you can have a default price on customers, and still set other prices for projects or even individual shifts/reports if we add the pricelist option there.
Pricelist is a simple registry in Timezynk where you define the set of prices to use. Trying to limit the amount of fields to as few as possible. Less fields makes it easier to setup and easier for the customer to maintain.
The basic patterns
Single task with different price for different customers
This is the easiest of pricelists. Simply define it, and connect the price to the article.
Example of basic price list registry:
The Invoice Article will then take it’s price From field: “Pricelist: Price”.
Add the reference for the pricelist in the proper registry based on the customer requirement. This example has it added on the client directly.
Display of linked Pricelist on the Customer.
Setup the agreement with the wanted invoice articles: Always keep a open (unfiltered) catch-all if the customer adds new task so they don’t miss invoicing time.
Example of advanced price list registry:
- Pricelist [title]
- Manager [numerical]
- Warehouse [numerical]
- Driver [numerical]
Add field to Task registry:
- Price [Reference field: Numerical]
Set the correct reference field for each task, so Task1 has its price reference set to Price 1.
The Invoice Article will then take it’s price From field: “Task: Price”.
Agreement can now be the same for many tasks, where the price changes depending on what task it was scheduled against making the agreements easier and smarter.