Article #176 Creating and Using Price Levels in Solid Route Accounting for QuickBooks

The most concise method of administration-controlled special pricing available for Solid Route Accounting™ for QuickBooks is to use the Price Levels available within QuickBooks. For questions regarding this feature, including pricing, please contact a Solid Product Specialist who will be happy to assist you.

To Create a Price Level:

1. To set up Price Levels, begin by opening the QuickBooks company file.
2. From the menu options at the top, select 'Lists', followed by 'Price Level List'.
3. Use the [Price Level] button at the bottom of this lists window, and select 'New'.
4. Give this list a name in the 'Price Level Name' field, and then ensure the 'Price Level Type' is set to 'Per Item'. NOTE: This will not work if the type is set to 'Fixed %'.
5. From the list of items shown below this, click to put a checkmark beside the items that'll be added to this list in the checkmark column. All items can be added at once using the 'Mark All' checkbox beneath the item list.
6. The prices of the selected items can be automatically adjusted based on a straight percentage by changing the values in the 'Adjust price of marked items' line, and once set, use the [Adjust] button. After the [Adjust] button has been pressed, prices can be manually set by entering them in the 'Custom Price' column associated with those items.
7. When all is set for this Price Level, use the [OK] button to save this list, and return to the list of Price Levels. Add any other Price Lists in the same way.

To Assign a Customer to a Price Level:

1. In the QuickBooks company file, select and view the details of a customer record to assign to a Price List.
2. While viewing the customer record, select the 'Additional Info' tab, and look for the 'Price Level' field.
3. Use the drop-down 'Price Level' list and select the appropriate Price Level for this customer to be assigned to. Use the [OK] button when ready to apply this customer to this Price Level, and repeat these steps for all other customers that need to be added to price levels.
4. Once customers have been assigned to Price Levels, open up Solid Fusion™ and use the [Sync Now] button to apply these changes for the next time the handheld computers sync. The special pricing should be readily visible when adding items to an invoice for those customers.