You can apply price increases at different levels, from Contractor right down to an individual agreement. Below describes price increases in general, then the table at the bottom takes you to the relevant sections for each of the different levels.
Contractors, Customers and Sites have two fields in the Costs window, allow price increase and last price increase date.
Below follows a description and some working examples of how these fields work.
The allow price increase simply allows you to disable price increasing at any of the levels. For example If you have a customer with 2 sites and you only want to allow increasing on one of them, simply un-tick the allow price increase on the site you don't want increasing to happen on.
In this example if you was to run a price increase for the customer 'Star Coffee Ltd', only two of the sites would have the price increase applied as one of them has the Allow Price Increase box unchecked.
The second field tells you when you last performed a price increase. This is important when you perform an increase from the level above. For example if you are increasing a customer, the last price increase date on each site is taken into account.
In this example if a price increase was applied for the customer 'Star Coffee Ltd', and the date entered was '31/07/2021' the last site would not have an increase applied because the Last Increase Date is after '31/07/2021'.
To | See |
Price increase an agreement | How to: Price Increase an Agreement |
Price increase all agreements for a site |
How to: Price Increase a Site |
Price increase all sites for a customer | How to: Price Increase a Customer |
Price increase all customers for a contractor | How to: Price Increase a Contractor |
Price increase all contractors and customers | |
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