Service Manager
How to: Price Increase a Site
Sales > Managing Sites > How to: Price Increase a Site

When you apply a price increase for a site you are effectively applying the increase to any agreement attached to that site that fits the criteria selected.

To price increase all agreements for a site

  1. On the Home page, choose Sales and then Customers
  2. Click on the Sites Tab
  3. Using the search window, find the site to increase
  4. Choose the Options dropdown
  5. Click on Price Increase
    If the price increase option is not enabled, make sure the allow price increase checkbox is ticked
  6. Enter the Percentage increase you would like to apply
  7. Enter the Last increase Date, any agreement with a last increase date on or before this date will have an increase applied 
  8. You will be prompted to double check the change, choose Yes
  9. The increase is now applied, and the Yearly Total will reflect this. A note has been added to the site notes section and any items will have a history note detailing the increased amounts.