New price list management features. Assign to clients, copy, modify…

We have added a set of features for more efficient price management in Wordbee:

• Assign – Price lists can now be assigned to specific clients. When calculating costs the system will propose assigned price lists only.
• Enable/Disable – Price lists can be disabled/enabled. This is useful when working on a new price list. While disabled, prices are hidden from all costing tools.
• Copy – Price lists can be copied to create new price lists. The copy tool permits to adjust prices by fixed amount or percentage.
• Modify – Selected items in a price list can be modified in one step. Set all amounts to new value or adjust amounts by percentage.

Supplier price lists come with the same improvements with the exception of the first item.

Client price list management – New features

To access your client price lists (i.e. the prices at which you sell your services), click “My Companies” in the top navigation menu and then “Prices”. The changes are highlighted in yellow:

The changes are:

Create a copy

In the top and next to the price list selector, you can see a new “Create a copy” link. Select the price list to copy and then click this link. A dialog opens and asks you for a new name. Optionally, you can add/subtract a percentage or amount at the same time.

Disable/Enable

A price list can be disabled by clicking the “Disable” link. A disabled price list is still visible/editable in the price list management pages but cannot be used for cost calculation.

This feature was added for two purposes: (a) When working on a new price list you will likely want to enable it only once it is finished and approved. (b) When a price list becomes outdated or obsolete, disabling is an alternative to deleting. A deleted price list is simply gone.

Assigning clients

In the screenshot above look for the “Applies to clients” field. It says that the price list is used for two specific clients only. Wordbee enforces this restriction throughout the costing process.

Now, by default, your price lists are available to all clients:

Click the link and the client selection dialog shows up:

In order to assign specific clients, simply click the “Add client” button and choose one or more clients. Then click the “Clients” button. In our example, we have now assigned two clients:

Closing the dialog now shows this indicator in our sample price list:

Creating new price lists – Hide from clients by default?

When you create a new price list (or a copy of an existing one), the price list will be available to all clients by default: The indicator will say “Applies to clients: All clients”. If you prefer that new price lists are, by default, hidden from all clients then you can configure the system accordingly.

Click “Settings” in the top navigation menu then “Invoicing processes”. Then edit the option highlighted below:

Modify multiple prices in one step

You can now modify all, filtered or ticked prices in one step. In the screen below, I intend to change the amounts of three prices. I first tick the concerned rows.

Note: If you do not tick any row then the changes are applied to all filtered rows (use the Search tool to apply a filter).

Next, click the “Change amounts” button and you will see the dialog below. In this example, I reduce amounts by 10% and round them to 3 digits after the comma. You can combine all proposed options or even run the tool multiple times for the same items.

The result is:

Viewing all price lists assigned to a client

We have added a new page to the client record pages. The page lets you see all price lists available for a client and it further lets you set the client default. The latter is not a new feature (you could change the default when editing a client record) but more easily accessible.

Below I navigated to a client record and then clicked the brand new “Prices” tab:

To change the default price list simply click the respective  ”set default” link.

Supplier price list management – New features

The feature set is basically the same as what was described for client price lists in the previous chapter. Of course, you cannot assign a supplier price list to clients (since YOU are the supplier’s client).

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