Negotiated Price Lists allow you to establish prices with clients for materials, markup %, and fees so that you will not have to check agreed rates and price lists each time you submit invoices or proposals.
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Contact your ServiceChannel representative to enable the Negotiated Price Lists. |
Once the lists are in ServiceChannel, you and your clients can select items from the pre-negotiated list when filling in proposal or invoice information.
If you modify the prices in the invoice, you may be required to provide a reason for price mismatches.
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To ensure successful invoice validation for invoices uploaded to ServiceChannel via the line-item template, make sure that the items listed in the template match those on the Negotiated Price List. |
Managing Negotiated Price Lists Overview
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Reach out to your ServiceChannel representative to enable lists. Both you and your clients should enable the feature to be able to manage negotiated price lists. |
- Discuss the price lists for materials in detail, including:
- Effective and expiration dates
- Part # and name
- Unit of measure
- Markup %.
- Ask the client to fill in the template and upload it.
- Select material and other items from the pre-negotiated list while completing invoices.
- Once you have submitted the invoices, you can search for invoices with mismatchesusing filters on the Invoices List page.
- View the mismatches on the Invoice Details page.
Rate Cards VS Negotiated Price Lists
Rate cards and price lists are designed to allow you to settle prices with specific providers for different charges, trades, and locations. They indicate if the amounts proposed or invoiced contradict the agreed-upon prices.
It is important to understand how Price Lists and Rate Cards differ and what they have in common.
Rate Card | Negotiated Price List | |
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Difference | A Rate Card can determine:
| A Price List can specify:
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Common | Once you have set up Rate Cards and/orPrice Lists, you can be sure that ServiceChannel will catch and show you the discrepancies on the invoice regarding labor, materials, other charges, or markup %. | |
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Both Rate Cards and Price Lists contain the material markup %. The validation will be performed depending on what you configured: Rate Card, Price Lists, or both.
If you have set up both Rate Cards and Price Lists, remember that the material markup % will be validated only through the Price List value of markup %.
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