Smart Pricing provides the ability to set pricing for parts using cost ranges by supplier, parts department or type of work. You can price inventory using these smart pricing matrices.
The linear pricing method uses a stair step method where the markup percentage is a gradual progression instead of adding more matrix levels which are very difficult to maintain.
Watch the video below to learn about Smart Matrix pricing.
Smart Pricing Options
Smart Pricing is initially configured in Configuration menu > Parts > Set Pricing Method.
Watch the video below to see an overview of these options with some real world examples.
When Correcting Required Entries During Finalize
There are three options in this section.
Disable Smart Pricing by Default
The price is not recalculated regardless of any new entries that would affect pricing.
Enable Smart Pricing by Default
The price is recalculated automatically when any entry during finalize is changed that affects the price.
Prompt User to Accept Pricing Changes
A prompt appears during finalize notifying you of the price change.
- Yes recalculates the price and continues finalizing the ticket.
- No does not recalculate the price and continues finalizing the ticket.
- Cancel cancels the finalization of the ticket and returns to the repair order.
When you are prompted during finalize that any of these entries are blank, some entries can change pricing, such as cost, supplier, department, etc. The options set up in Configuration for default pricing control how R.O. Writer handles this.
When Cutting and Pasting Parts from One Job to Another
These options control if and how part prices are adjusted after being cut from one job and pasted into another in the Jobs section of the Parts/Labor tab of tickets.
Allow Smart Pricing to Change Price
The price is recalculated after pasting if the part is pasted into a labor operation has a different matrix.
Do Not Allow Smart Pricing to Change Price
The price is not recalculated after pasting if the part is pasted into a labor operation that uses a different matrix.
Prompt Before Allowing Smart Pricing to Change Price
You are prompted to recalculate prices after pasting the part.
When Parts in Inventory Are Not in Stock
These options are used for posting outside purchase parts.
When posting outside purchase parts, where you have an inventory record but zero on hand, you can select whether or not you want to use the outside purchase pricing method or the inventory pricing method.
Of course, if the part has an on hand number greater than 0, it will use the retail price currently in inventory regardless of this option.
The topics in this section include: