Setting Up Custom Pricing

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You can define custom pricing from the Custom Pricing tab found in the Account and Contract windows.

 

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Custom Pricing tab in the Account Window

 

The Custom Pricing tab is divided into two sections:

Custom Employee Rates
Custom Fixed Prices

 
Custom Employee Rate
Custom Employee Rates affect items where the price source is defined as 'By Employee Rate'.
These items can be of the following types:

Labor items using hourly rates by employee
Expense items using hourly rates by employee

 

You can define custom rates for employee hourly rates for all employees, or for specific employees. This will override the employee rate defined in the Employee tab, when items using 'By Employee Rate' as the price source are being charged for this Account or Contract.
 

Custom Prices for Fixed Price Items
Custom Fixed Prices affect Items where the price source is defined by 'Fixed Price'.
These items can be of the following types:

Products/parts with a fixed price
Labor items with a fixed price (using units or hours)
Expense items with a fixed price (using units or hours)

 

You can define custom prices for all items or for specific items. This will override the items' fixed price whenever the item is used for this Account or Contract.