Negotiated Price Lists Template Completion

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.

Screenshot showing the mismatches

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.

When logged into Service Automation, navigate to Admin > Tools > Negotiated Price Lists.
Click Download Template.
The MS Excel template gets downloaded to your device.

You will see the Excel file with 3 tabs:

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

The Summary Tab

In the Summary tab, fill in the required fields.

Summary tab of the Negotiated Price List template

Under each column header, you will find a hint on how to fill out the cell.

Hints on filling out the Negotiated Price List template

Column	Description	Format	Example	Note
Price List ID Required*	A unique price list ID. It should not contradict the existing price list that you uploaded before.	Numbers, letters, symbols	PL00651 EL-9471 2475-21	The cell should not be left blank. You can enter several price list IDs in different rows of the template.
Effective Date Required*	The date when the price list should go into effect.	YYYY-MM-DD DD.MM.YYYY	2023-06-01 01.06.2023
Expiration Date Required*	The date after which the price list will not be valid.	YYYY-MM-DD DD.MM.YYYY	2024-05-31 31.05.2024
Provider ID Required*	The ServiceChannel ID of a provider that works at the specified prices. You can find a provider ID by clicking a provider name in the Provider Assignments tab of the Location properties.	Numbers	4356476879	You can enter only one provider ID in a row. To enter another provider ID, use another row.
Provider Name Optional*	The name of the provider who will work at the specified prices.	Numbers and letters	iFixxServices	You can enter only one provider name in the cell of the row. To enter another provider name, use another row.
Region Optional*	Regions where agreed prices take effect. Enter the value as defined in the Details tab of the Location properties.	Numbers, letters, symbols	Northeast Northeast, Midwest, Canada East	You can enter several regions, separating them with commas.
District Optional*	Districts where agreed prices take effect. Enter the value as defined in the Details tab of the Location properties.	Numbers, letters, symbols	NYC/LI, East Jersey	You can enter several districts, separating them with commas.
State Optional*	States where agreed prices take effect. Enter the value as defined in the Details tab of the Location properties.	Numbers, letters, symbols	New York New York, Nevada, Maine	You can enter several states, separating them with commas.
Location ID Optional*	A unique location identifier specified in the Details tab of the Locations properties.	Numbers, letters	021 021, 065	You can enter several location IDs, separating them with commas.
Location Note Header Optional*	A parameter that you create and manage in the Admin module > Location Settings > Location Note Headers.	Numbers and letters	Facility Manager	The location note headers with their values will appear on the selected list(s), under the location address.
Location Note Header Value Required if the Location Note Header is entered*	A value (usually a name) that you enter for the location note header on the location details page. To get there, click Menu > Locations & Provider Assignments > Location Notes > Location Note Header.	Numbers and letters	Anastasia Simonovich	The location note headers with their values will appear on the selected list(s), under the location address.

The Materials Tab

In the Materials tab, fill in the fields as in the example below.

Screenshot showing the materials tab

The Other Tab

In the Other tab, fill in the fields as in the example below.

Screenshot showing the other tab

Upload the file in the .xls or .xlsx format.

Screenshot showing the upload button
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:

When completing a proposal, you and your provider can select material and other charges from the pre-negotiated list.
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.
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.
You will see the new With Agreed Price Mismatch filter that shows invoices with price mismatches.