Items - Revision history

Dina at 08:42, 8 July 2020

2020-07-08T08:42:40Z

← Older revision		Revision as of 08:42, 8 July 2020
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	{{Usermanualbilling}}		{{Usermanualbilling}}

	Items in ~~CommitCRM~~ are a catalog of all the services and products you offer and their prices. The Items list in ~~CommitCRM~~ acts as your price list. Note that setting the price for an Item is optional; they can be set ad-hoc when using the Item for adding a Charge. For further details see Using Charges.		Items in RangerMSP are a catalog of all the services and products you offer and their prices. The Items list in RangerMSP acts as your price list. Note that setting the price for an Item is optional; they can be set ad-hoc when using the Item for adding a Charge. For further details see Using Charges.

	There are three types of Items in ~~CommitCRM~~:		There are three types of Items in RangerMSP:
	*'''Product/Parts Items:''' hardware, software, or any other items you ship to your customer. These items have fixed-prices.		*'''Product/Parts Items:''' hardware, software, or any other items you ship to your customer. These items have fixed-prices.
	*'''Labor Items:''' services you provide to your customers, such as server installation, network installation, on-site technician visits, etc. These Items can be priced according to the employee hourly-rate, a fixed hourly-rate or by a fixed-price for the service.		*'''Labor Items:''' services you provide to your customers, such as server installation, network installation, on-site technician visits, etc. These Items can be priced according to the employee hourly-rate, a fixed hourly-rate or by a fixed-price for the service.
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	\|-		\|-
	\| Tax Fields		\| Tax Fields
	\| Using taxes in ~~CommitCRM~~ is optional. By default, the tax option is not activated. To begin using taxes, you first need to set the taxable Accounts and taxable Items. You can read more about taxes in [[Charges#Charging Using Taxes\|Charging Using Taxes]].		\| Using taxes in RangerMSP is optional. By default, the tax option is not activated. To begin using taxes, you first need to set the taxable Accounts and taxable Items. You can read more about taxes in [[Charges#Charging Using Taxes\|Charging Using Taxes]].
	\|}		\|}

	===Setting Up Items===		===Setting Up Items===
	You can start working with ~~CommitCRM~~ without setting up any new Items. ~~CommitCRM~~'s default installation includes three pre-defined Items, one for each Item type; (Labor, Expense and Parts). This is designed to make the initial steps with ~~CommitCRM~~ easier.		You can start working with RangerMSP without setting up any new Items. RangerMSP's default installation includes three pre-defined Items, one for each Item type; (Labor, Expense and Parts). This is designed to make the initial steps with RangerMSP easier.

	'''It is advisable to define your own Items List which will better represent the products and services offered by your business.'''		'''It is advisable to define your own Items List which will better represent the products and services offered by your business.'''

	Items can be manually defined, or imported from various data sources, including '''Excel® files, CSV files, QuickBooks®''', etc. This way you can import your existing price list into ~~CommitCRM~~.		Items can be manually defined, or imported from various data sources, including '''Excel® files, CSV files, QuickBooks®''', etc. This way you can import your existing price list into RangerMSP.

	Read more about Importing Items from external sources in the [[Import_Items\|Importing Items]] section.		Read more about Importing Items from external sources in the [[Import_Items\|Importing Items]] section.
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	===Items Custom Pricing===		===Items Custom Pricing===
	Custom Pricing lets you set special pricing for different Accounts or Contracts. Once you set custom pricing to an Account or Contract, each time you log a Charge for those Accounts or Contracts, ~~CommitCRM~~ automatically pulls up the correct custom price for it. You can also manually adjust the prices while creating a Charge.		Custom Pricing lets you set special pricing for different Accounts or Contracts. Once you set custom pricing to an Account or Contract, each time you log a Charge for those Accounts or Contracts, RangerMSP automatically pulls up the correct custom price for it. You can also manually adjust the prices while creating a Charge.

	'''When should I use Custom Pricing?'''<br>By default the standard employee hourly rates and item prices will be used automatically.<br>You should use custom pricing only when you want to use a different set of prices or rates for a specific Account or Contract. For example when you want to set a global 10% discount for a customer or when you want to set specific custom hourly rates for employees for a specific Account. You then set up a Custom Pricing for the Account or Contract and define the adjustments.		'''When should I use Custom Pricing?'''<br>By default the standard employee hourly rates and item prices will be used automatically.<br>You should use custom pricing only when you want to use a different set of prices or rates for a specific Account or Contract. For example when you want to set a global 10% discount for a customer or when you want to set specific custom hourly rates for employees for a specific Account. You then set up a Custom Pricing for the Account or Contract and define the adjustments.

Robert at 14:05, 4 February 2014

2014-02-04T14:05:38Z

← Older revision		Revision as of 14:05, 4 February 2014
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	You can read more about Custom Pricing in the Custom Pricing section.		You can read more about Custom Pricing in the Custom Pricing section.


			===Batch Update Tax Settings===


			The Batch Update Tax Settings utility allows updating the Tax field settings for many Items at once. You can set new taxes and overwrite any existing settings, replace one tax with another or remove a selected tax.


			The new Tax settings will be applied to all Items in the Items window. Note that this action is irreversible so we recommend that you make sure the Items list is filtered correctly before performing the action. It is also recommended to backup your database before proceeding.


			To activate the utility:

			# In the Items window, filter the Items list to show only the Items you want to update.
			# Then and go to Items > Tools > Batch Update Tax Settings.


			In the popup window you can choose between the following options:

			* Set all listed Items as Taxable
			* Set all listed Items as Not-Taxable
			* Set the following custom Tax settings for all listed Items.

			[[File:Batch-update-item-tax.png\|center]]

			Remember to [[Backup and Restore FAQ\|backup your database]] before performing this action.



	==See Also==		==See Also==

Robert: /* Parts Item Pricing Methods */

2013-12-08T10:59:57Z

Parts Item Pricing Methods

← Older revision		Revision as of 10:59, 8 December 2013
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	====Parts Item Pricing Methods====		====Parts Item Pricing Methods====
	For Product/Part ~~tems~~, it is possible to define the rate by units (fixed price) only.		For Product/Part Items, it is possible to define the rate by units (fixed price) only.

	[[File:Items_pricing_methods_part.png\|center]]		[[File:Items_pricing_methods_part.png\|center]]

Robert: /* Items Fields */

2013-11-26T09:33:46Z

Items Fields

← Older revision		Revision as of 09:33, 26 November 2013
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	\|-		\|-
	\| Tax Fields		\| Tax Fields
	\| Using taxes in CommitCRM is optional. By default, the tax option is not activated. To begin using taxes, you first need to set the taxable Accounts and taxable Items. You can read more about taxes in [[Charges#Charging Using Taxes\|Charging Using Taxes.		\| Using taxes in CommitCRM is optional. By default, the tax option is not activated. To begin using taxes, you first need to set the taxable Accounts and taxable Items. You can read more about taxes in [[Charges#Charging Using Taxes\|Charging Using Taxes]].
	\|}		\|}

Sheli: /* Items Fields */

2012-11-12T09:06:27Z

Items Fields

← Older revision		Revision as of 09:06, 12 November 2012
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	\|-		\|-
	\| Pricing Settings		\| Pricing Settings
	\| Pricing settings vary based on the Item Group (i.e. Labor, Expense or Products/Parts), and the ~~[[Items#Pricing Methods for Items\|~~pricing method]] which is selected (~~fixed-price~~ or ~~employee-rate~~).		\|
			Pricing settings vary based on the Item Group (i.e. Labor, Expense or Products/Parts), and the pricing method which is selected (By Hours or By Units).

	'''~~Products/Parts~~:'''<br>The ~~pricing~~ for ~~Parts is simple and consists~~ of the '''~~Price~~''' ~~and the~~ '''~~Cost~~'''~~. The cost is the price you pay~~ for the Item ~~when~~ you ~~purchase it from~~ your ~~Vendor~~.		'''Labor:'''<br>The '''Priced By''' field for Labor Items determines if the Item should be priced by Hours or by Units. When using Hours, a fixed-price or employee-rate can be used. When using the fixed-price, the Item will be charges regardless of the Employee who performs the work.

			'''Expense:'''<br>The '''Priced By''' field for Expense Items determines if the Item should be priced by Hours or by Units. When choosing Hours, a fixed-price or employee-rate can be used.
			For example, you can charge your customer for Parking expenses with a fixed price per parking event or with hourly parking expenses.

	'''Expense:'''<br>The '''Price Source''' field for Expense Items determines if a fixed-price or employee-rate should be used.<br>The '''Price''' may be '''per unit or per hour'''. For example, you can charge your customer for Parking expenses with a fixed price per parking event or with hourly parking expenses.
	The '''Cost''' is the price you originally paid for the Expense Item.		The '''Cost''' is the price you originally paid for the Expense Item.

	'''~~Labor~~:'''<br>The '''~~Price~~''' ~~Source field for Labor Items determines if a fixed-price or employee-rate should be used~~. ~~If using fixed-~~price, it ~~can be '''per unit or per hour'''~~.		'''Products/Parts:'''<br>The pricing for Parts is simple and consists of the '''Priced By that allows only Units'''.
			The cost is the price you pay for the Item when you purchase it from your Vendor.

			See more details in [[Items#Pricing Methods\|Pricing Methods]].
	\|-		\|-
	\| Suspended		\| Suspended

Sheli: /* Pricing Methods for Items */

2012-11-12T09:03:38Z

Pricing Methods for Items

@@ Line 12: / Line 12: @@
 <br>
 ===Pricing Methods for Items===
-It is possible to use different Pricing methods for Items as follows:
+Each Item group (Labor, Expense, Part) has slightly different pricing methods and settings.
-<u>'''Hourly Rates'''</u>
+[[File:items_pricing_methods_hours_units.png|center]]
-Note that you may use Custom Pricing to set fixed hourly rates for specific employees, all employees, for specific Accounts or Contracts. You can read more about custom pricing in the Custom Pricing section.
+'''Priced By: Hours (default)'''<br>
-<u>'''Fixed Price Items'''</u>
+'''Priced By: Units (Fixed-Priced Items)'''<br>
-*Fixed Labor/Expense Prices (by units, not hourly)<br>Use fixed labor rates when charging for labor or expenses on a per-service basis rather than on an hourly basis.
+When using Units as your price source for labor Items, the Item has a fixed price. When using the Item in a Charge, the price is calculated by the quantity entered in the charge, regardless of the amount of time spent on the job.
 For example, you can have fixed-rates for specific services, such as $50 for printer setup, $60 for PC examination, $1,000 for server installation, etc. In these cases, time does not affect the final charge.
-Use the following settings when you want to charge a fixed price for Labor Items: Price Source='Fixed Price' and Price='Per Unit'.
+'''Using Custom Pricing'''<br>
-*'''Fixed Hourly Rates (regardless of the employee)'''<br>When you need to charge a fixed hourly rate regardless of which employee has performed the work, you should use labor or expense Items with the following settings: Price Source='Fixed Price' and Price='Per Hour'.<br>When adding new charges with these settings, the hourly rate which was set for the Item will be used for the Charge.
+====Expense Item Pricing Methods====
-Note that you can also use Custom Pricing to set a fixed hourly rate for specific employees for specific Accounts or Contracts. You can read more about custom pricing in the [[Custom Pricing]] section.
+For Expense Items, it is possible to define the rate by units (fixed price) or by hours.
 ===Items Fields===

Sheli: /* Deleting Items */

2012-04-09T18:05:19Z

Deleting Items

@@ Line 80: / Line 80: @@
 ===Deleting Items===
-To delete an Item, select the Item in the list, and use right-click > Delete Item option, or the Items >
+Normally if you used an Item you probably do not want to delete it, in order to keep you database complete with all of your history. <br>'''Best practice''' in case you don't want to use an Item anymore is simply to '''deactivate it by selecting the 'Suspend'''' checkbox while viewing the Item's details window.
-In order to delete an item, first delete all linked Charges. Only after deleting all the Charges that were created with this Item, the system will let you delete the Item.
+<br>
 ===Items Custom Pricing===

Sheli: /* Setting Up Items */

2012-04-09T16:24:18Z

Setting Up Items

← Older revision		Revision as of 16:24, 9 April 2012
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	Read more about Importing Items from external sources in the [[Import_Items\|Importing Items]] section.		Read more about Importing Items from external sources in the [[Import_Items\|Importing Items]] section.
	<br>Read more about setting up the system in the [[Setup]] menu.		<br>Read more about setting up the system in the [[Setup]] menu.

			===Deleting Items===
			To delete an Item, select the Item in the list, and use right-click > Delete Item option, or the Items >
			Delete option. Items that are linked to existing Charges cannot be deleted, to keep the data integrity.

			In order to delete an item, first delete all linked Charges. Only after deleting all the Charges that were created with this Item, the system will let you delete the Item.

	===Items Custom Pricing===		===Items Custom Pricing===

Sheli at 14:12, 27 October 2009

2009-10-27T14:12:45Z

← Older revision		Revision as of 14:12, 27 October 2009
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	*'''Labor Items:''' services you provide to your customers, such as server installation, network installation, on-site technician visits, etc. These Items can be priced according to the employee hourly-rate, a fixed hourly-rate or by a fixed-price for the service.		*'''Labor Items:''' services you provide to your customers, such as server installation, network installation, on-site technician visits, etc. These Items can be priced according to the employee hourly-rate, a fixed hourly-rate or by a fixed-price for the service.
	*'''Expense Items''': used to charge expenses, such as travel and special deliveries. Expense Items can have a fixed-price per unit or a fixed hourly rate.		*'''Expense Items''': used to charge expenses, such as travel and special deliveries. Expense Items can have a fixed-price per unit or a fixed hourly rate.
			<br>
	__TOC__		__TOC__

			<br>
	~~<br>~~<br>
	===Pricing Methods for Items===		===Pricing Methods for Items===
	It is possible to use different Pricing methods for Items as follows:		It is possible to use different Pricing methods for Items as follows:
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	Items can be manually defined, or imported from various data sources, including '''Excel® files, CSV files, QuickBooks®''', etc. This way you can import your existing price list into CommitCRM.		Items can be manually defined, or imported from various data sources, including '''Excel® files, CSV files, QuickBooks®''', etc. This way you can import your existing price list into CommitCRM.

	Read more about setting up the system in the [[Setup]] menu.		Read more about Importing Items from external sources in the [[Import_Items\|Importing Items]] section.
			<br>Read more about setting up the system in the [[Setup]] menu.

	===Items Custom Pricing===		===Items Custom Pricing===
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	*[[Contracts]]		*[[Contracts]]
	*[[Custom Pricing]]		*[[Custom Pricing]]
			*[[Import_Items\|Importing Items]]
	*[[Items FAQ]]		*[[Items FAQ]]
	[[Category:User Manuals]]		[[Category:User Manuals]]
	[[Category:Billing]]		[[Category:Billing]]

Sheli at 14:09, 27 October 2009

2009-10-27T14:09:38Z

← Older revision		Revision as of 14:09, 27 October 2009
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	*'''Labor Items:''' services you provide to your customers, such as server installation, network installation, on-site technician visits, etc. These Items can be priced according to the employee hourly-rate, a fixed hourly-rate or by a fixed-price for the service.		*'''Labor Items:''' services you provide to your customers, such as server installation, network installation, on-site technician visits, etc. These Items can be priced according to the employee hourly-rate, a fixed hourly-rate or by a fixed-price for the service.
	*'''Expense Items''': used to charge expenses, such as travel and special deliveries. Expense Items can have a fixed-price per unit or a fixed hourly rate.		*'''Expense Items''': used to charge expenses, such as travel and special deliveries. Expense Items can have a fixed-price per unit or a fixed hourly rate.

			__TOC__


	<br><br>		<br><br>