New Pricing Tools
This article will outline the use case and nuance of our new pricing tools.
Last updated
This article will outline the use case and nuance of our new pricing tools.
Last updated
As of Sept. 1st 2024 we updated our web portal to include new pricing and repricing options for tickets. This article will lay out where these tools can be found and how to utilize them.
There is now a "Pricing" column in the ticket query:
First lets look at rates and the Lock Rate option:
Changing the rate in this pop-up will change the rates for the particular ticket when it comes time to batch your tickets. You may check the "Lock Rate" box to lock any or all of the rates on a particular ticket to ensure the rates do not get updated when batching via the Reprice Checkbox on the New Billing screen, more on this later.
Next lets look at Tax Code, Update Tickets, and the Update Order Product checkboxes:
You may use the Tax Code drop down to change the Tax Code on the particular ticket. If you need to change the tax code on all of the unbilled tickets on an order for a particular products you can check the Update Tickets checkbox to accomplish this. Checking the Update Tickets checkbox will update the tax code on all unbilled tickets that share the same order product.
The Update Order Product checkbox will take any changes you made to the ticket and apply them to the order product for any future tickets ran on the order. This will also allow you to make an edit to a single ticket and reprice in bulk while in the new billing screen via use of "Reprice Selected Tickets" or the Reprice Checkbox. See New Billing Reprice for more on this.
Lock Rates are checked by default on tickets that are ran on an order with a Cash pay type set. Cash pay types include Cash, Check, and Credit Card.
Pay Types are set at the order level. Be sure to check the order to confirm what pay type the ticket was ran as. See Orders for more information on pay types.
There are two places within an order that include repricing tickets, the first is in the Update Products window:
This window allows you to easily update all products on an order. Take care to notice the Reprice Unbilled Tickets checkbox here, as if you leave this checked once you click "Save" all of the unbilled tickets for that order will reflect the new rates that were set. See Orders if you would like more information on the fields in this window.
The second place to reprice tickets is in the order product edit screen:
You can now use the order product edit screen to reprice all unbilled tickets for a particular product on an order. You may also uncheck this box if you need your current unbilled tickets to maintain the previous pricing.
There are three places in the New Billing tab of the Billing screen that allow you to change ticket pricing, and the first is another Pricing column similar to the Ticket Query:
This pop-up is to alert you that the tickets that are checked as selected will be reset. In this case, if you were to only have one ticket selected and click "Ok" on this pop-up it will reset to all tickets being checked. Once you click "Ok" you will be met with the same Edit Ticket Pricing pop-up from the Ticket Query.
The options here function the same as the Edit Ticket Pricing from the Ticket Query.
The Reprice Selected Tickets button will reprice all tickets selected in the billing screen to match the pricing that is set on the order product. This action is completed immediately after clicking the button, so ensure you are certain you would like to change pricing before clicking the button.
If you typically run Pre-Billing Pricing Verification reports before batching tickets and your ticket pricing seems off on the report we recommend Repricing Selected Tickets and double checking the report. This typically sets the pricing to what is expected.
You will see the button in the pricing column until you batch your tickets. Once you have batched your tickets you will see the following in the pricing column:
Clicking the button in the ticket query will pull up Edit Ticket Pricing window:
Click to open the Update Products window:
When you first click the button you will see the following pop-up:
The next two places in the New Billing screen that you will find repricing tools are the button and the Reprice Checkbox():
The Reprice Checkbox functionally does the same thing as the Reprice Selected Tickets button, however the action is completed at the time of creating a batch. If the Reprice Checkbox is checked, then when you click the button the tickets being batched will be repriced to match what is set on the order product.
