Default product pricing is set up by location. If your organization has multiple locations, you will need to set up product pricing for each. Before you can add products to an order, they must have default pricing set up for the locations where those orders will be ticketed. Remember: the default pricing set up on the Products screen is not completely inflexible. The final place where product pricing can be edited is at the Order level. This means you can create order-level pricing by creating/editing an order and then editing the products on that order. Any pricing changes you make there will override any default pricing you set up under Resources >> Products.
Step-By-Step Guide to Setting Up Product Prices by Location:
Go to Resources >> Products.
You will see two tables. In the left table (the "Product List" table), click on a product you have put in the global product list. It will highlight blue.
Now look to the table on the right (the "Default Pricing by Location" table). You will see a [+New Price] button appear.
Click that button and fill in the Region, Location, and Yard drop-down fields.
Put the default retail price in the Level 1 field. You may either leave the other levels as 0, or use them for your discounted prices. Then click Update. Your pricing for that product is now set. You will need to do this for each product in your product list.
* *If you have multiple locations, you will need to set up pricing for each location before they will be visible on orders associated with those locations.
For each Product, you may set up to 5 Default Price Levels, which can then be assigned to specific customers in their customer profiles (if you don't assign a customer a price level, the system will default their order products to Price Level 1).
Example: Price Level 1 is $11.00. Price Level 2 for the same product is a discount - $10.50. If you have a special customer who always gets the discounted rate for all products, you can go to Resources >> Customers and edit that customer. Set their Price Level to "2" and save the customer. Now, all products on new orders assigned to that customer will use Price Level 2.
IMPORTANT: If you do not set up pricing for a product, the product will not be available to add to an order, and therefore cannot be ticketed on.