Order Products refer to the product that are on an Order.
Navigate to "Orders" > "Orders"
Select the order that has the product that will be changed
See: Creating New Orders
Click the [✎] button next to the product that needs to be changed
Change the prices that need to be altered
After making your changes, click [✓Update]
Note: This will only affect the product that is ran off of this order and will not affect your Products & Pricing
Once your current pricing templates have been updated with the new pricing, you can use the powerful Open Order Price Update tool to do a price update on all open orders across the board.
Updating pricing through the Open Order Update Tool will also update ALL unbilled tickets for the Orders that are affected. If you wish to preserve any prices for current tickets, make sure to . Due to the extensive changes applied by this tool and the potential for error if used without caution, this tool is reserved for Admin user accounts only. This tool is used to enact mass, system-wide updates. This cannot be undone! Use with care! We highly recommend using the "Price Update Review" report under the Orders category to review the pricing and orders that will be affected by a mass price update.
Navigate to "Reports" > "Reports - New Tab"
Review your new Pricing Template Defaults using the Price Update Review report under the Orders category of the Reporting page to make sure everything is correct.
Update any Prices in the Product Pricing table, if needed.
Navigate to "Resources" > "Products & Pricing"
Click the Open Order Price Update button on the top-right of the Product Pricing table
Set the Region and Location where you want your open order product pricing updated, or update All Locations
Set a Customer if you want the update to only affect open orders attached to that customer
If you do not choose a customer, the changes will apply across all customers
Check the boxes for the information you want to update from the temples to the Order-Products
Update Pricing: Updates the Material Rate on the Order-Products from the Pricing column
Update Surcharges: Updates the Surcharge Rate and type on the Order-Products from the "More" pricing pop-up
Update Adjustments: Updates the Adjustments on the Order-Products from the "More" pricing pop-up
Click [✓Update] to run the Open Order Price Update tool for all Active and Inactive Orders marked as Open that match your set criteria.
Before you can add products to an order, they must have default pricing set up for the locations where those orders will be ticketed.
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 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.
Add in an optional .
