Setting up Negotiated Price Lists

Negotiated Price Lists allow you to establish prices with providers for any materials to mitigate the risk of unexpected price changes. 

Once the lists are in ServiceChannel, you and the providers can select items from the pre-negotiated list when filling in proposal or invoice details.  

If providers modify the prices in the invoice, they are required to provide a reason for any price mismatches, and you will have visibility into these reasons. 

Negotiated Price Lists Set Up Overview 

1. Reach out to your ServiceChannel representative to enable lists.
   

   Note that both you and your providers should enable the lists for this feature to work correctly. 

   
   
2. Discuss the price lists for materials in detail, including: 
   1. Effective and expiration dates 
   2. Part # and name 
   3. Unit of measure 
   4. Markup %. 
3. Download and fill in the template. 
4. Upload it to ServiceChannel. 
5. View discrepancies on invoices using the filter toggle on the Invoices List page. 

Read Completing the Negotiated Price Lists Template to learn how to fill in the template.  

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 when the amounts proposed or invoiced by your providers contradict the agreed upon prices. 

For more information about differences between the rates cards and negotiated price lists, read About the Negotiated Price Lists.