Completing Proposals and Line-Item Invoices with Negotiated Price Lists
The negotiated price lists will work on invoices and proposals if your providers have the Negotiated Price List turned on.
To enable the feature for you and your providers, contact your ServiceChannel manager.
Completing Proposals with Negotiated Price Lists
With Negotiated Price Lists, when creating a proposal, you and your providers can select items from the agreed list for material and other charges. This ensures that both you and your providers are working with a predefined set of items, streamlining the proposal creation process and ensuring accuracy and consistency in pricing.
- On the Proposal Details page, click +Create Proposal.
- Select the location number and provider for whom the negotiated list has been created.
- Enter proposal details.
- In step 3 of proposal form completion, click the Select Price List dropdown.
You will see all available price lists for this provider and location.
- Select the price list.
- Select the Part Number, Name, and Description.
Once you have selected the Part Number, Name, Description, Unit of Measure, Price, and Markup % will be auto populated in line with the uploaded negotiated price list. (Optional) Change the Unit of Measure, Price, or Markup if needed.
Note that proposal items are not validated, and you will not see any sign indicating the mismatch between the list and actual price. Your provider can change the price while completing the proposal form.
- Enter the Quantity.
- (Optional) To have a custom row, enter the Part Name without selecting the price list.
- In step 6 of proposal form completion, click the Select Price List drop-down and select the needed list.
- Select the Type from the drop-down list.
The Description, Unit of Measure, and Unit Price will be auto populated in line with the uploaded price list. (Optional) Change the Unit of Measure and Unit Price if needed.
Note that proposal items are not validated, and you will not see any sign indicating the mismatch between the list and actual price. Your provider can change the price while completing the proposal form.
- Enter the Quantity.
- (Optional) To enter a custom row, enter the Type without selecting the price list.
Completing Line Item Invoices with Negotiated Price Lists
When the negotiated price list has been uploaded, you can select items in the material and other charges.
- On the completed work order, click More > $ Create Invoice.
- Enter invoice details as you usually do.
- Provide the necessary information in the Labor and Travel tabs.
- In the Material tab, you have two options:
- Select materials from the Part Name drop-down field. After that, you can select the related Part # and Description. Other fields, except for Quantity, will be auto populated as specified in the uploaded negotiated price list.
Add your Part Name and other columns manually. Start entering a custom name in the free text field.
If you have selected an item but want to add a custom name instead, click Remove to delete the row and start typing in the free field.
- Select materials from the Part Name drop-down field. After that, you can select the related Part # and Description. Other fields, except for Quantity, will be auto populated as specified in the uploaded negotiated price list.
(Optional) Change the price if needed. If the price is higher or lower than the agreed one, you will see the Warning
icon.
You can prompt your provider to enter the reason for the price mismatch while they are completing an invoice. The reasons will appear on the Invoice Details page.
Contact your ServiceChannel manager to enable the feature.
(Optional) Change the markup % if needed. If the markup is higher than the agreed one, you will see the Warning
icon.
Contact your ServiceChannel manager to enable material markup validation.
Note that if you have both Client Rates and Negotiated Price Lists set up, the markup % will be validated through the list for this specific provider and location.
In other cases, if you do not have the price list for the specific provider and location, the markup % validation will be performed through the agreed client rates.
You can prompt your provider to enter the reason for the markup mismatch while they are completing an invoice. The reasons will appear on the Invoice Details page.
Contact your ServiceChannel manager to enable the feature.
- In the Other tab, you have two options:
- Select an item from the Type drop-down list. Other fields, except for Quantity, will be auto populated.
Add your type and fill in other fields manually. Start entering a custom name in the free text field.
If you have selected an item but want to add a custom name instead, click Remove to delete the row and start typing in the free field.
- Select an item from the Type drop-down list. Other fields, except for Quantity, will be auto populated.
- Review the invoice and click Send.
As soon as your providers submit invoices with price mismatches, you can find these invoices using filters and catch discrepancies.
