Price Book dialog box

Price Book determines the prices for various billing scenarios.

Various Tabs:

• Labor

  Period 1 defines the prices for primary time slot (defined in minutes) for work, admin and travel at standard, overtime and holiday levels. If the time limit exceeds the primary slot then, the exceeded minutes are charged with the prices defined for secondary slot in Period 2. This way, you can define 5 periods for Labor.

  Note: The time slots defined in five periods must be consecutive.

   

   

• Travel

  Group 1 defines the prices for primary distance range travelled by the technician to the customer’s place (can be defined in miles or kilometers). If the distance limit exceeds the primary range then, the exceeded distance is charged with the prices defined for secondary distance range in Group 2. This way, you can define 5 groups for Travel.

  Note: The distance range defined in five groups must be consecutive.

• Expenses

  Specify Billed As type for all the applicable expenses.

  • Markup %

    Percent of amount that you add extra to the expense record in the invoice.

  • Billed as Travel Expense

    Indicates that the expense is recognized as a travel expense.

  • Billed as Parts

    Indicates that the expense is recognized as installing a part.

  • Billed as Consumable Part

    Indicates that the expense is recognized as installing a consumable part.

  • Billed Always

    Indicates that the expense is charged irrespective of being or not being a part of Parts Coverage.

  • Never Billed

    Indicates that the expense is non-billable irrespective of being or not being a part of Parts Coverage.

• Parts

  A part can exist in multiple catalogs. But, the installed part for which you are billing must exist only in one catalog among the list of catalogs displayed in the Labor Price Book. Else, the record will be skipped in the invoice and the related error details are added to the error log.

• Employee Types

  You can associate more than one Employee Type to the Associated Employee Types list. Note that, automatically, in the Service Offering dialog box, more than one 'Labor Price Book' records will be added, but with different 'Employee Types' that you associated in Employee Types tab of Price Book dialog box.

• Minimum Billing Settings

• Tax

  A Tax Code is generally used to calculate the amount of tax that you can impose over a bill.

  Labor Tax Code

  Select appropriate 'Labor Tax Code' to add labor tax over labor charges

  Expenses Tax Code

  Select appropriate Expenses Tax Code' to add expense tax over expense charges

  Parts Tax Code

  Select appropriate 'Parts Tax Code' to add tax amount over charges against parts used

  Events Tax Code

  Select appropriate Events Tax Code' to add tax amount over event charges

Definitions

Common Tasks

Related Topics