Completing the Negotiated Price Lists Template

The Negotiated Price List template defines the prices for material, rental fees, other charges, and markup %. After completion, the specified provider will be able to select items for an invoice or proposal from this list, and you will see if there are any deviations from the agreed prices. 

Filling in the Negotiated Price List Template 

Once you have discussed the price list with your provider and have the negotiated price list feature on, it is time to fill in the template. 

• Click Download Template. 
  
  

You will see the Excel file with 3 tabs: 

• In the Summary tab, you provide general information on price list ID, location ID, providers, and others. 
• In the Materials tab, you specify material details. 
• In the Other tab, you specify the rental and other additional fees. 
  
  

The Summary Tab

• In the Summary tab, fill in the fields as in examples below.
  
  
  

The Materials Tab

• In the Materials tab, fill in the fields as in examples below.
  
  

The Other Tab

• In the Other tab, fill in the fields as in examples below.
  
  
  

• Upload the file in the .xls or .xlsx formats.  
  
  
  You can add as many price lists as possible for different providers. 

Viewing The Result of the Negotiated Price List Upload 

As soon as you have uploaded your price list in ServiceChannel, the following changes happen: 

1. When completing a proposal, you and your provider can select material and other charges from the pre-negotiated list. 
   
   
   

2. When completing a line-item invoice for a specified location, you and your provider will be able to select material and other charges from the pre-negotiated list.  
   If the material or other charges price is higher or lower than the negotiated price, you will see the Warningicon showing a mismatch.
   
   
   

   Prompting your provider to enter the reason for the price mismatch is a good idea. The reasons will appear on the Invoice Details page, and you will not have to contact providers to clarify these reasons.  

   Contact your ServiceChannel manager to enable the feature. 

   

   
   
   
3. You will see invoice discrepancies: 
   1. When completing a line-item invoice. 
      
      
      
   2. On the Invoice Details page.
      
      
      
      
   3. Invoice Details on Dashboard.
      
      
      
      
   4. Invoice Details on Mobile.   
      
      
      
      
4. You will see the new With Agreed Price Mismatch filter that shows invoices with price mismatches.