Price Lists

Introduction

The ‘Price List’ feature in theBOSSapp provides organisations with the ability to manage and store their standard prices for products and services.

It enables them to quickly apply these prices to projects, clients, and tenders, streamlining the quotation and invoicing process, saving time and reducing the risk of errors.

Item

This populates data from ‘Organisation’ > ‘Billable Items’.

Units

This populates data from ‘Organisation’ > ‘Billable Item Units’.

Adding to the Organisation’s Standard Price List

1. Click “ORGANISATION”
2. Click “Standard Price List”
3. Click “Add Price”
4. Fill the Form.
5. Click “Save”

Viewing/Editing a Project Price List

1. Click “Projects”
2. Click project you would like to view prices for.
3. Click “Overview”
4. Click “PRICES”

Viewing/Editing a Client’s Price List

1. Click “Clients”
2. Click client you would like to view/edit price list for.
3. Click “Pricing”

Viewing/Editing a Tender’s Price List

1. Click “Jobs”
2. Click tender you would like to view pricing for.
3. Click “Go to Tender”
4. Click “Pricing”

Duplicating a Price List

1. Navigate to price list you wish to duplicate into.
2. Click “Duplicate Prices”
3. Select where you would like to duplicate from.
4. If you select Client, Project or Tender, you will be required to select which of those you would like to duplicate from.
5. Screenshot of: If you select Client, Project or Tender, you will be required to select which of those you would like to duplicate from.
6. Click “Duplicate”