Updated: 10.11.2023

Fix Prices

This chapter describes how to work with one or multiple fix prices in TRASER DMS 365. Fix prices are available for the following documents:

Area Document Type
Sales Sales Quote, Sales Order, Sales Invoice, Sales Credit Memo, Trade-In, for lines of the mentioned documents
Service Service Quote,Service Order,Service Invoice,Service Credit Memo, for lines of the mentioned documents

The contents of this chapter are divided into the following sections:

Using Fix Prices in Documents

This section describes how to use a fix price for a document. The fix price is applied to all of the document. To use a fix price for a document, please proceed as follows:

Note

The following example describes the use of fix prices in a sales order. The function can also be used in other documents. The process described below can also be applied to other pages and documents.

  • Use the quick search (ALT+Q) to find the page Sales Orders.
  • The page Sales Orders is displayed.
  • Create a new sales order or select a sales order that has already been created.
  • The page Sales Order is displayed.
  • If there is no item/service item in the Lines tab, add a new item.
  • Select the line with the item/service item.
  • Select Actions > Fix Price from the menu bar.
  • The page Fix Price is displayed.
  • Fill in the relevant fields according to the table below. Confirm the changed value using the enter key.
Field Description
Total Labour If you change the value in this input field, a fix price will be used for labor (asset: resource, labor enabled).
Total Parts If you change the value in this input field, a fix price will be used for items (asset: items).
Total Resources If you change the value in this input field, a fix price will be used for resources (asset: resource, labor disabled).
Total Amount If you change the value in this input field, a fix price will be used for the document.
Difference This field shows the difference between the original amount and the fix price amount.

Note

If you enter a fix price in the Total Amount field, the difference between the original amount and the fix price will be deducted in equal parts from the existing total amounts.

  • To use the fix price, click OK.

You have successfully defined a fix price for this document.

Editing a Fix Price

This section describes how to edit a fix price.
Please proceed as follows:

Note

The following example describes how to edit a fix price in a sales order. The function can also be used in other documents. The process described below can also be applied to other pages and documents.

  • Use the quick search (ALT+Q) to find the page Sales Orders.
  • The page Sales Orders is displayed.
  • Select the sales quote you want to edit the fix price for.
  • The page Sales Orders is displayed.
  • Mark the line that includes the service item for which you want to edit the fix price.
  • Select Actions > Fix Price from the menu bar.
  • The page Fix Price is displayed.
  • Enter a fix price. Confirm the changed value using the enter key.
  • To confirm the changed fix price, click on the selection field in the Fix Price window and then on Calculate Fix Price.
  • To close the window, click on OK.

You have successfully edited a fix price for the service item in the document.

Deleting a Fix Price

This section describes how to delete a fix price. Please proceed as follows:

Note

The following example describes how to delete a fix price in a sales order. The function can also be used in other documents. The process described below can also be applied to other pages and documents.

  • Use the quick search (ALT+Q) to find the page Sales Orders.
  • Select the sales order you want to delete the fix price for.
  • Mark the line that includes the service item for which you want to edit the fix price.
  • Select Actions > Fix Price from the menu bar.
  • To delete a fix price, select Remove Fix Price from the menu bar in the Fix Price window.
  • The window Fix Price is closed and the used fix price will be deleted.

You have successfully deleted the fix price for this document.