Lists, prices and rates

1Step 1 of 6

1. Configuration: Settings, Lookups, Warehouse and Templates.
2. Each value has its effective dates, its status and the reason for a change.

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2Step 2 of 6

1. Add lookup: the label, the list, the item code, a description, the sort weight and the date it starts.
2. Save.

The lists are Store, Stone type, Finish, Edge profile, Installation location and Production stage.

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3Step 3 of 6

1. Sales → Price library: each item version with its unit, sell rate, effective date and state.

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4Step 4 of 6

1. Enter the item code and the description on the quote. Add the unit (m² or lineal m), the sell rate ex GST, the estimated cost and the Effective from date.
2. Create price item.

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5Step 5 of 6

1. Create new rate: the description and the new sell rate, from a date.
2. The earlier version then shows Superseded, replaced by the new one.

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6Step 6 of 6

1. Add labour rate revision: the rate of each of the eight positions, effective from and the reason.
2. Submit for approval.

A different director must approve it.

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