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Filopto Help Manual

Navigation: Inventory Tab > Inventory Item screen > Pricing Tab

Changing the Price of an Item or Service

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To change the price of an inventory item or service follow these steps:

 

1) Open the inventory item or service for which you want to change the price.

 

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2)  Select the Pricing tab

 

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3)  Create (1) a new price for the item or service by selecting the Add New Pricing button. To edit a price use the Open (2) button.

 

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4) Enter the required information and NEW price. Make certain you have an Effective and Expiry Date. (Once an expiry date has elapsed you cannot re-activate the price, you must create a new price entry).

 

 

IMPORTANT:  

 

Note that the Effective Date and Expiry Date tells Filopto between what date to use this price record.  If left blank, Filopto will not know when to use the price. It is crucial that you enter at a minimum the Effective Date.  A blank Expiry Date means this price will always be used. Once a price has expired it cannot be re-activated, a new price entry must be created.

 

ALWAYS PLACE AN EXPIRY DATE ON ANY OTHER PRICES LISTED IN THE GRID.  IF PAST PRICES ARE NOT EXPIRED FILOPTO WILL NOT KNOW WHICH PRICE TO USE AT INVOICE TIME.

 

 

 

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