Customizing your Price Lists

By now you have likely set up your invoice and expense items inside Trackops.  During that process you learned how to set a default rate for both an expense item and invoice item.  That's great, except often times employees complete the same activities at different rates, and clients are billed the same services at different prices.  Trackops offers the capability to override those rates through the use of price lists.

Client Price Lists

To override the default rates for items on an invoice, you will need to edit each client's price list. To do this, go to your client's profile and click the Price List tab.  From here, you will see a list of all your invoice items and the default rates and tax rates you charge for each.  To make changes to these rates, click the Edit button and select Price List from the menu.

edit_price_list_menu.png

Once you save the updated price list, you will see the custom prices and tax rates displayed along side the defaults on this list.  From now on, when you create an invoice for this client, the custom prices will be used instead of the defaults.

Note: You can also customize a price list for each location underneath a client.  If a custom rate or tax rate exists for the location assigned to an invoice, it will supersede any custom rate set for the top-level client.

Employee/Vendor Price Lists

Similar to entering a price list for a client, you can do the same for an employee or vendor.  From the employee's profile click the Price List tab.  From here, you will see a list of all your expense items and the default rates you reimburse for each.  To set custom rates for this employee, click the Edit button and select Price List from the menu.

expense_price_list.png

Once you save the updated price list, you will see the custom rates along side the defaults on this list.  From now on, when your employee enters an expense for this item, they will see their custom rate instead of the default rate.

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