Price Lists: Add Other Items

OBJECTIVES

  • Add Fixed Fee Other Items
  • Add Unit Priced Other Items
  • Describe differences between both types of Other Items

Hi, this is Amelia from Moraware!

Let’s take a minute to add any items you charge for not that are not in the Price List by default.

Click on the name of the Price List, then click the Edit icon to make changes. Scroll to the bottom and you’ll find the Other Items area.

There are two kinds of items you can choose from. “Add Other Items” is for fixed fee charges. You can have multiple options grouped under one Item, but all the charges are the fixed price you enter. 

Faucets are an example. I’m going to add Faucets as an Other Item and several models, each with a different price. Default Value indicates which of these Options will appear first in the drop-down list.

Let’s look at these additional settings. Hide on Quote, will include this as a grey line item for you to see in Step 6, but will not show when printing or emailing your Quote or Order.

Always Include This Item On Quotes will automatically add this line item to every Quote so you don’t forget to add it later. 

Allow Discount means if a discount is applied, this item will be discounted.

Edit Price On Quote means that the price can be manually changed in Step 6.

And Taxable indicates the item will be taxed when a tax rate is applied.

Unit Priced Other Items allow you to charge based on a unit of measure with different rates for different ranges. Tear outs by the square foot are an example. I’ll click Add Unit Priced Other Item and leave the unit of measure square feet. This could be miles, pounds, or any unit of something that you can calculate your price from.

Unit Priced Other Items have some of the same additional settings, but not all.

I have three rates for tear outs, so I’ll add those ranges right away.

The box “Each” refers to a base fee that applies to any number of units. I have a 150 dollar minimum for tearouts, so I’ll enter that for all three. If you don’t need a base fee, enter zero.

The next box is the price per unit, in this case, square feet. I charge 20 dollars per square foot for small areas, 15 for tearouts up to 40 square feet, and 10 for anything over 40 square feet.

Time to save the Price List and add these new charges to a Quote.

Go to Step 6 of a Quote or Order. Click the Add icon next to any area and select from the drop-down list. I’ll add the faucet, choose a model, and leave it in the area named “kitchen”.

Click the Add icon again to add the tear out charge.

I’ll enter the total square footage of the tear out and select the area to be “none”. By selecting “none” the item is placed in a separate area.

If you have questions, we’ve got lots of helpful articles and videos, or call or email our friendly CounterGo specialists.

Thanks for stopping by!