How to Update Pricing
Before you can add products to an order, they must have default pricing set up for the locations where those orders will be ticketed.
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Before you can add products to an order, they must have default pricing set up for the locations where those orders will be ticketed.
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The first step for setting up your Products & Pricing is to create the Products, Product Locations, and Pricing Templates. Please go to the Adding & Managing Products article if you have not done this yet.
Remember: the default pricing set up on the Products screen is not completely inflexible. The final place where product pricing can be edited is at the Order level. Any pricing changes you make on the Order will override the default pricing you set up under Resources > Products.
Go to Resources > Products > Products & Pricing.
On the [Product Pricing] tab, enter in the filters for the Product Pricing you wish to set and click [Refresh].
This will load all of the Products that are available to add default pricing to for the set parameters.
Note: The Proposed Price is an optional tool to "stage" a price change. You can enter in a new price before enacting a price update that can be applied to the Current Price in bulk later on.
Add in an optional Order-Product Pricing Description Default.
Add in a Default Surcharge and set the Surcharge Type.
If you use Price Adjustments, you can set default Adjustments for the Template.
Click the [Save] button to save the extra defaults.
Repeat this process for each product and Template that will be used for Ticketing.
To add or edit a default price, find the specific Product, Location, and Price Template in the list and then click on the pencil icon to edit it.
This will bring up a text box inside of the table where you can enter in the Current Price and a Proposed Price. After the desired price has been entered, click the check mark to save or the prohibit symbol to delete.
Once a Price is set, you will then see the [More] button where you can add in additional default pricing.
