Unpriced Parts Compared to 0 Dollar Parts
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Unpriced Parts Compared to 0 Dollar Parts
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Unpriced Parts Compared to 0 Dollar Parts
There is a key difference between a Sales Order Line Item with no pricing defined and with $0.00 as the line rate.
- Unpriced lines simply mean that we have yet to determine what the price should be, and we will adjust it later.
- $0.00 line pricing means that we do not want to apply a rate for that line item. The pricing rate could have been waived or will be included in a different line item.
The intended workflow is to only set a rate for the line item if we know what the rate should be. This will create a Sales Order Line with the defined rate. If pricing information is not known, then do not create a Sales Order Line and we can price/quote the Line Item after the fact.
How to Set Pricing for a Part on a Sales Order
If it is still to be determined how we should be pricing parts, there will be no sales order lines for parts on the sales order. There are a few ways to set pricing.
Different Methods:
- Manually create a Sales Order Line, add, line information then select +/- to assign to a Sales Order Part.
- Select "+ Part To Sales Order" to add a part to the sales order. From here either assign a quote line item, create a quote, or manually create a sales order line.
- Navigate to the invoicing screen and select "Un-Priced Parts". From here all parts without sales order lines/pricing will appear. Margin reports are available here to help with pricing parts.
- Create Quote/Pricing on the Sales Order screen itself. This will give the opportunity to quote all parts on the sales order. From here, the sales order lines will be generated based on quoted information.
See also:
adding price to parts that don't have a default price
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