Creating Price Levels
To start creating a new price level, in the web interface go to
Sales → Price Levels → click
First, choose a name for the price level and type it in the Name field. Optionally, you can then select a period for which the price level will be valid by clicking on the Valid Period field. Simply click on the start date and end date and click Apply.
HandiFox doesn’t read or record price levels created in QuickBooks
Online.
It’s best if you stick to one app when creating sales
transactions, either HandiFox Online or QuickBooks Online. This way you’ll have more
opportunity to trace prices back to price rules.
Selecting Customers
When you select the
All customers option, the list will show 10
customers a page. This doesn't mean that the price level will be applied
only to the currently shown customers. The price level will also apply
even to
new customers that are added after the creation of the price level for all customers.
If you want this price level to apply only to one or several customers, choose the "Select individually" option. You can either add them one by one by clicking Add Line and selecting from a drop-down menu, or you can click on Add from list.
The Add from list feature opens a pop-up window where you can
check the necessary customers, which is useful if you want to add them
in one bunch. It also allows you to search customers by All Fileds, Name, Company, Currency, and Email. You can also sort the list by these columns. When you are done selecting, click on Add selected.
If you change your mind and decide to delete a customer from the list, simply click on the
"x" button on the right side of the customer's line.
You can search among the already added customers by using the search field above the list. You can search by
All fields, Name, Company, and
Email.
Custom Price per Item
Custom price per item provides you with the flexibility to set up
specific prices for items that you type by hand. It also allows creating
a price level that applies only to a specific foreign currency.
First, select a currency that you want this price level to be applied to
in the drop-down menu. By default, the home currency is selected.
The custom price per item in foreign currency can only be set up for the
customers with the same currency. If you have already selected
customers and decided to change the currency - the list of customers
will be updated.
- Custom prices set in a home currency can be used for all
customers, including customers with foreign currencies. In this case,
custom prices will be converted according to the current exchange rate.
- Custom prices set in a foreign currency can be used only for
customers with the same currency. In this case, you can enter precise
prices for your products in a foreign currency, overriding the exchange
rate.
Now you need to select the necessary customers for this price level. See Selecting Customers.
Next, go to the Items tab to select the necessary items.
If you want to apply this price level to all items, simply select "All items" in the drop-down menu.
When you select the All items option, the list will show 10 items
a page. This doesn't mean that the price level will be applied only to
the items that are currently shown in the list. The price level will
also apply even to new items that are added after the creation of the price level for all items.
If you want this price level to apply only to one or several items, choose the "Select individually" option. You can either add them one by one by clicking Add Line and selecting from a drop-down menu, or you can click on Add from list.
The Add from list feature opens a pop-up window where you can
check the necessary items, which is useful if you want to add them in
one bunch. It also allows you to search items by All Fileds, Name, SKU, Description, and Category. You can also sort the list by these columns. When you are done selecting, click on Add selected.
If you change your mind and decide to delete an item from the list, simply click on the
"x" button on the right side of the item's line.
You can search among the already added items by using the search field above the list. You can search by All Fileds, Name, SKU, and Description.
Now, the most important part: type in the necessary price for an item in the Adjusted Price
column.
Note that the currency code is shown next to the header if the
foreign currency is selected. The cost is converted to the selected
currency according to the exchange rate.
When you are done, click the Save button at the top-right corner of the screen.
Changing Price by Fixed Parameter
When creating a price rule by a fixed parameter (percentage or fixed
amount) you have the flexibility to set up a new price level below or
above the base price or cost. Also, you can round the new price to the
nearest, up to the nearest, or down to the nearest increment. The values
will be recalculated automatically, so you don't have to enter them by
hand.
There are a few handy buttons that let you set up the price as you want it to be.
- First, enter the necessary number in the New Price is field.
- Next, choose whether you want this number to be a percent value, or a fixed amount by clicking on the respective button:
- Select whether the new price level should make the price higher or lower by clicking on the respective button:
- Select whether your new price is to be based on the product or service sales base price or its purchase cost.
- You can, for example, decide to sell a particular item to a
customer at a fixed rate of 10% above the purchase cost, or at a fixed amount of $20 below sales base price.
- Decide what rounding to use. By default, it's set to 0.01 to
nearest. You can change the rounding value, as well as the rounding rule
to to nearest, up to nearest, down to nearest.
When you have already added the necessary items to your price level, you can check the resulting prices by clicking the
Apply
button at the rightmost of the parameters. If you find any value here
that doesn't suit your needs, simply override it by typing a new price
in the
Adjusted Price field.
Now you need to select the necessary customers for this price level. See
Selecting Customers.
Next, go to the
Items tab to select the necessary items.
If you want to apply this price level to all items, simply select
"All items" in the drop-down menu.
If you want this price level to apply only to one or several items, choose the "Select individually" option. You can either add them one by one by clicking Add Line and selecting from a drop-down menu, or you can click on Add from list.
The Add from list feature opens a pop-up window where you can check the necessary items, which is useful if you want to add them in one bunch. It also allows you to search items by All Fileds, Name, SKU, Description, and Category. You can also sort the list by these columns. When you are done selecting, click on Add selected.
If you change your mind and decide to delete an item from the list, simply click on the
"x" button on the right side of the item's line.
You can search among the already added items by using the search field above the list. You can search by All Fileds, Name, SKU, and Description.
Click on the Apply button at the rightmost of the parameters to apply the new prices to the selected items. If you find any value here that doesn't suit your needs, simply override it by typing a new price in the Adjusted Price field.
When you are done, click the Save button at the top-right corner of the screen.