In the price list and hourly rates, you can establish customer-specific or project-specific prices, or both.
Setting Unique Customer and/or Project Prices in the Price List
Here, you can watch a brief video on how to set customer-specific prices. If you prefer a textual guide, it is available further down on the page.
In the price list, unique customer and project prices are accessed by selecting the tab:
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Customer Prices
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Project Prices
In the respective column (green or blue), the unique unit price (à-pris) is specified.
The system uses prices in the following order:
A - First, the unit price for the project is used (green column).
B - Second, the unit price for the customer is used (blue column).
C - Third, the default unit price is used if none of the other options are filled.
If you mark it as a Customer Favorite, the item will be added to the favorite list on mobile when the customer is used in the current project (in time reporting).
Setting Unique Customer and/or Project Prices in Hourly Rates
Here, you can watch a brief video on how to set customer-specific hourly rates. If you prefer a textual guide, it is available further down on the page.
Click on the [...] button in the project tab.
Alternatively, in hourly rates, you can select the customer and/or project. In the respective column (green or blue), the unique unit price (à-pris) is specified.
The system uses prices in the following order:
A - First, the unit price for the project is used.
B - Second, the unit price for the customer is used.
C - Third, the default unit price is used if none of the other options are filled.