Task Pricing Tiers

Task pricing tiers allow you to record alternate/contract/agreed labour rates for your clients.  Note: Task and product tiers are the same. Task pricing tiers are also available for products.

• Adding Pricing Tiers
• Editing Price Tiers
• Adding Price Tier Task Pricing
• Importing Price Tier Task Pricing
• Assigning Pricing Tiers

You can review current price tiers by clicking Price Tiers from the task dashboard Actions button.

The price tier dashboard will display the current price tier list.

The task's price tier pricing can be viewed from the Price Tier tab in the task details.

Adding Pricing Tiers

From the price tier dashboard, click Add Price Tier

Enter the price tier information:

• Name - Price tier name, it is recommended to keep the tier name a short one word with no spaces.
• Is This For Suppliers Only - If it is for supplier (purchase pricing) or clients (sell pricing)
  • Yes - Can only be assigned to suppliers and should be populated with the purchase/buy price.
  • No - Default price tier for sell pricing. Can only be assigned to clients.
• Fixed Price? Or Markup - Does the price tier value contain the $ price or the markup %. The default if blank is Fixed Price.

Click Save to apply the changes. The new tier will now be available in the task details Price Tiers tab to update with the relevant ex GST rates or markup percentage.   

Editing Price Tiers

From the task dashboard Actions menu, click Price Tiers. Click on the Edit or Delete button as required.

Edit the price tier fields as required and click Save to apply the changes.

Adding Price Tier Task Pricing

Task specific price tier rates can be added by editing the task and clicking on the Price Tiers tab.  Enter the task specific rate or margin as required.

Importing Price Tier Task Pricing

Once setup, pricing or margins can be assigned to task price tiers by a bulk import. Add an additional column for each price tier to the the standard WorkGuru task import with the header name matching the price tier name exactly. Enter the rates for fixed price tiers and the markup percentage for markup tiers

Assigning Pricing Tiers

Once setup, the pricing tiers can then be allocated to the relevant clients and suppliers so they will receive that tiers pricing automatically . From a client or supplier's details page, edit and assign the tier from the Price Tier drop-down. Save to apply the price tier.