How to setup the price codes

How to setup the price codes

 

User Document: Price Codes

For System Administrator only.

 Instruction

Manually creation

  1. Go to the System Setup \ Jobs \ Price codes.

  2. Click on +New Price code button.

  3. Input the Price code value and description in the Details tab, or select an existing price code to copy from.

  4. Navigate to corresponding tab of Labour, Materials or Plant and enter the entries.

  5. Click on Save Price Code button when done.

  6. Repeat step 2, 3, 4, 5 for other price code when necessary.

 

Import from template file

  1. Go to the System Setup \ Jobs \ Price codes.

  2. Click on +New Price code button.

  3. Click on the arrow on the Import button.

  4. Select the corresponding type to import.

  5. Select the prepared file.

  6. Click on Upload button

  7. Check the data and Save the price code.