When you apply a price increase for a contractor you are effectively applying the increase to any customer and any of its sites and then any agreements attached to that site that fits the criteria selected.
To price increase all customers for a contractor
- On the Home page, choose Sales and then Customers
- Click on the Contractors Tab
- Using the search window, find the contractor to increase
- Choose the Options dropdown
- Click on Price Increase
If the price increase option is not enabled, make sure the allow price increase checkbox is ticked
- Enter the Percentage increase you would like to apply
- Enter the Last increase Date
Any customers with a last increase date on or before this date will be selected, and then in turn any sites with a last price increase date on or before this date and also any agreement under that site will only be selected if it's last increase date is on or before the date selected
- You will be prompted to double check the change, choose Yes
- The increase is now applied, and the Yearly Total will reflect this. A note has been added to the contractor, customer and site notes section and any items will have a history note detailing the increased amounts.