Price tiers help to standardise pricing for services provided such as head hours, roles, and purchased items, ensuring consistency and accuracy in estimating, and invoicing. They cover both internal and external costs and margins, all of the Price List and Price Tier information is managed by your internal system administrators.
Wiplist has the ability to manage multiple Price Tiers and defaults can be applied to client making the estimating process easy.
Applying a Price Tier to a client
You can default a Price Tier by navigating to Companies and updating the Price Tier information. Any new clients will default to your General Price Tier.
Any changes made in Companies are effective immediately and apply to new items created, it will not update any existing documentation.
Updating the Price Tier on an estimate
Should you need to alter the Price Tier on an estimate, navigate to the estimate attribute panel and change to your requirements.
You'll be prompted by a pop-up box to advise the new tier. You can also manage any discounts from this within this same window.
