Step-by-Step Instructions
Step 1: Add a Miscellaneous Charge
Navigate to the Service tab in your proposal if the service base is being added to a service item or navigate to the MPS tab if you're adding the base to an MPS item.
Click + Add Miscellaneous Charge
Select:
Custom Cost
Service Base
Step 2: Configure the Charge Correctly ⚠️
Complete the required fields:
Field | What to Enter | Example |
Flat Rate | Leave unchecked | ❌ Do NOT toggle on |
Quantity | Number of assets/devices | 1 device = quantity of 1 |
Per Unit Cost | Service base per asset | $150 per device |
💡 Example:
If you have 1 Proficio device and pricing tells you $150 per asset, enter:
Quantity = 1
Per Unit Cost = $150
Step 3: Save & Submit Meter Price Request
Click Save
A Meter Price Request pop-up will appear
Enter any notes (optional but recommended)
Submit
✅ This automatically routes a request for validation to ensure the entered pricing matches what was approved.
What to Expect After Submission
Before Approval (Expected Behavior)
After saving, you will see:
Monthly cost = $0
Base cost = $0
Customer price = $0
✅ This is normal — the request is pending approval
After Approval
Once pricing approves:
The approved service base will populate
The amount will flow into the Contract tab
Pricing will fully reflect in your proposal