- Pricing Schemes
- Marketing Campaigns
- Upload Library
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- Using HubSpot with Workbooks
- Introduction to Transaction Documents
- Credit Notes
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Workbooks does not allow you to delete a pricing scheme once it has been used in a Transaction Document.
- Marking customers as "suspended"
- Pricing Scheme
- Creating a Report to show the revenue per Order for specific Products
- Importing Products
- How do I add to Products / list of Line items?
- Recommended practice for dealing with accidentally POSTED invoices
- What rules govern the ability to delete a DRAFT invoice?
- Creating Contracts
- Applying discounts to a quotation
- Supplier Orders
A Pricing Scheme enables you to set a range of standard prices for a product in addition to the default price. This allows you to create special pricing for:
- Specific customers;
- Customers originating from particular marketing campaigns;
- Specific volumes of goods/services;
- Different currencies.
A Pricing Scheme consists of a scheme name and description, and provides fields for price and tax codes. In addition a scheme can have a defined start and end date. The ability to set multiple prices for a Product allows you to create special prices (for specified time periods if required) for customers, campaigns, sell volumes and currency without the need for separate Product records, and potential confusion in reporting.
To add a Pricing Scheme to a Product, open the Product record and with the Pricing Schemes tab open, click on Add Pricing Scheme.
The only compulsory field is Name. The name should be for the scheme not for the Product and this will be selectable on a transaction document line item. Complete the other fields as appropriate and when finished click Save or Save & Close.
NOTE: The description field is used to describe the Pricing Scheme itself NOT the Product as the Product Description has already been entered in the top half of the record.
Only users with a Workbooks Business licence have access to Pricing Schemes.