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Video Information

Reference #: SPTV 3-101A
Created: 00.00.00
Last Revised: 00.00.00

Financial Tracking: Price List Setup for Standard and Pro


Set up additional options such as: price lists for specific session types, item costs, options & enhancements, price levels, and quantity-based pricing.

 

Outline: Price List Setup for Standard and Pro

  1. Multiple pricelists
    1. Set pricelist for each session
  2. General pricelist
    1. Retail products (does not require session)
    2. Products charged the same regardless of session type
    3. Set client-based invoice pricelist to "Generic"
  3. Advanced items
    1. Options and enhancements
    2. Quantitay based discounts
      1. Set up level at which discounts will begin

Additional Information

» Next video - "Financial Tracking: Creating Invoices"
» Spectra Training Checklist
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