pricing

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pricing [2024/11/20 05:12] – chillhubadminpricing [2026/07/10 09:03] (current) – chillhubadmin
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   - Navigate to the Pricing page by selecting **Menu** -> **Operational Data** -> **Pricing** \\ {{:pricing:pricing_1.jpg?200|}} \\ {{:pricing:pricing_2.jpg?500|}}   - Navigate to the Pricing page by selecting **Menu** -> **Operational Data** -> **Pricing** \\ {{:pricing:pricing_1.jpg?200|}} \\ {{:pricing:pricing_2.jpg?500|}}
   - The following options are located on the toolbar   - The following options are located on the toolbar
-    * {{mdi>magnify?24}} **Search**: Allows you to search for specific data +    * {{mdi>magnify}} **Search**: Allows you to search for specific data 
-    * {{mdi>refresh?24}} **Refresh**: Updates the current view by reloading the data +    * {{mdi>refresh}} **Refresh**: Updates the current view by reloading the data 
-    * {{mdi>plus?24}} **New**: Creates a new entry or record in the system.+    * {{mdi>plus}} **New**: Creates a new entry or record in the system.
   * Additional Filters and Actions:   * Additional Filters and Actions:
     * **Select Industry**: Use the Industry dropdown to filter pricing data by industry     * **Select Industry**: Use the Industry dropdown to filter pricing data by industry
-    * {{mdi>download?24}} **Download**: Export the current pricing data to an Excel file. Users can modify the file and re-upload it to the system to update pricing information. +    * {{mdi>download}} **Download**: Export the current pricing data to an Excel file. Users can modify the file and re-upload it to the system to update pricing information. 
-    * {{mdi>upload?24}}**Upload**: Import updated pricing data into the system.+    * {{mdi>upload}}**Upload**: Import updated pricing data into the system.
   * Data Table:   * Data Table:
-    * {{mdi>chevron-up?24}}: Expand row data to view more details. (available only in Mobile View) +    * {{mdi>chevron-up}}: Expand row data to view more details. (available only in Mobile View) 
-    * {{mdi>pencil?24}}: Modify row data details (Mobile View: expand row to access) +    * {{mdi>pencil}}: Modify row data details (Mobile View: expand row to access) 
-    * {{mdi>delete?24}}: Delete row data (Mobile View: expand row to access) +    * {{mdi>delete}}: Delete row data (Mobile View: expand row to access) 
-    * {{mdi>hammer?24}} indicates '**Service**', {{mdi>archive?24}} indicates '**Product**'+    * {{mdi>hammer}} indicates '**Service**', {{mdi>archive}} indicates '**Product**'
     * **Product/Service**: Name of the product or service     * **Product/Service**: Name of the product or service
     * **Description**: Description of the product or service     * **Description**: Description of the product or service
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     * **Tier 2**: Displays the price and name of the second pricing tier     * **Tier 2**: Displays the price and name of the second pricing tier
     * **Tier 3**: Displays the price and name of the third pricing tier     * **Tier 3**: Displays the price and name of the third pricing tier
 +    * **Tier 4**: Displays the price and name of the fourth pricing tier
 === Pricing Form === === Pricing Form ===
   * Pricing Form fields includes:   * Pricing Form fields includes:
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     * **Tier 1, Unit Price**: Name and price of first pricing tier     * **Tier 1, Unit Price**: Name and price of first pricing tier
     * **Tier 2, Unit Price**: Name and price of second pricing tier     * **Tier 2, Unit Price**: Name and price of second pricing tier
-    * **Tier 3, Unit Price**: Name and price of third pricing tier \\ {{:pricing:pricing_3.jpg?500|}} {{:pricing:pricing_5.jpg?500|}}+    * **Tier 3, Unit Price**: Name and price of third pricing tier  
 +    * **Tier 4, Unit Price**: Name and price of fourth pricing tier \\ {{:pricing:pricing_3.jpg?500|}} {{:pricing:pricing_5.jpg?500|}}
     * Click **Save** button to save the pricing information     * Click **Save** button to save the pricing information
     * If Product is selected, click the **View Cost** button to open a dialog to display current inventory cost details of the selected Product     * If Product is selected, click the **View Cost** button to open a dialog to display current inventory cost details of the selected Product
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   * **Steps to Export Pricing Data**:   * **Steps to Export Pricing Data**:
     - **Select an Industry**: Choose the desired industry from the dropdown list.     - **Select an Industry**: Choose the desired industry from the dropdown list.
-    - **Download Pricing Data**: Click the {{mdi>download?24}} **Download** button to export the pricing data for the selected industry.+    - **Download Pricing Data**: Click the {{mdi>download}} **Download** button to export the pricing data for the selected industry.
   * **Exported Excel File Template**: \\ The exported Excel file contains the following columns: \\ {{:pricing:pricing_6.jpg?500|}}   * **Exported Excel File Template**: \\ The exported Excel file contains the following columns: \\ {{:pricing:pricing_6.jpg?500|}}
     * **Type (Product | Service)**: Specify whether the entry is a Product or a Service.     * **Type (Product | Service)**: Specify whether the entry is a Product or a Service.
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     * **Tier Name 3**: Name of the third pricing tier.     * **Tier Name 3**: Name of the third pricing tier.
     * **Unit Price 3**: Price associated with the third tier.     * **Unit Price 3**: Price associated with the third tier.
 +    * **Tier Name 4**: Name of the fourth pricing tier.
 +    * **Unit Price 4**: Price associated with the fourth tier.
   * **Steps to Import Pricing Data**:   * **Steps to Import Pricing Data**:
     * **Prepare the Excel File**:     * **Prepare the Excel File**:
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     * **Select an Industry**: Choose the relevant industry from the dropdown list.     * **Select an Industry**: Choose the relevant industry from the dropdown list.
     * **Upload Pricing Data**:     * **Upload Pricing Data**:
-      - Click the {{mdi>upload?24}} **Upload** button to select the Excel file for import.+      - Click the {{mdi>upload}} **Upload** button to select the Excel file for import.
       - In the file selection dialog, choose the file and click Open to begin the upload.       - In the file selection dialog, choose the file and click Open to begin the upload.
     * **Import Process**:     * **Import Process**:
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 ---- ----
 Once the pricing data is configured, the unit price can be selected within **Quotations**, **Sales Orders**, and **Invoices** Once the pricing data is configured, the unit price can be selected within **Quotations**, **Sales Orders**, and **Invoices**
-\\ {{:pricing:pricing_7.jpg?200|}}+\\ {{:pricing:pricing_7.jpg?300|}} 
 + 
 +<aichat button float>Welcome to Chillhub AI Assistant. I can help you understand and use your ERP system.</aichat>
  • pricing.1732079547.txt.gz
  • Last modified: 2024/11/20 05:12
  • by chillhubadmin