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Price List

Price lists can easily be added and adjusted in the system via the Price List page in settings.

The system price list is where all the pricing information for your various items, services and packages is configured. The price list can be opened two different ways. First it can be accessed through the settings page.

  1. Go into Settings
  2. Go to the Funeral Home Info tab
  3. Click on the Price List button

The price list can also be accessed through the billing page.

  1. Go to the Billing section
  2. Expand the Miscellaneous panel
  3. Click on the Price List button

To Update a Current Item or Add a New Item

  1. Select the Branch Price List from the dropdown that you wish to adjust pricing for
  2. Select the Category for the items needing to be edited or added to
  3. Finally, select an item from the list to be edited

Once an item is selected, its details will appear on the Item Information tab.

  • Enter the name and price of the item
  • Select the Income Account the item’s funds should go into if utilizing SRS’ Accounting or any 3rd party accounting for exporting (IE: QuickBooks)
  • If the item needs to be taxed, check the Tax box to include it
  • An image for the item can also be added using the image path option.
  • Click Save Item to save the changes to the item


NOTE: To Add an Item click New Item and enter the information then click Save Item. To delete an item, highlight the item on top and click Delete Item.

Globalizing Categories

To edit the categories globally or push item changes to other branches/chapels, click the General Price List Info tab.

  1. If the category should be taxed as a default, check the Tax This Category by Default box. If the category has Inventory to track, check the Has Inventory box. The Display Images option is utilized for showcasing merchandise in the Profile program using Virtual Showroom.
  2. If using the Accounting program or export, select the Default Income Account for the Category items. A Cost of Goods Sold and Inventory account may be selected too. They will be the primary accounts for the funds to go into. Specific items may go into specific account to override these if required on a per item basis on the Item Info Tab. A reassigned default account may be globalized by clicking the Copy Default Accounts & Tax to Category Items button. This will update the accounts for the category.
  3. Save the info.
  4. To send any changes to other chapels price lists, or copy the default accounts for all the category items, click the appropriate button.

Creating Categories

  1. Click New to add a category.
  2. Type the Name of the new category, then select which Type it should fall under from the dropdown. This will determine where the items within this new category should appear on your Contract.
  3. Click Save

To Add a Package

  1. Choose the Branch Price List the package needs to be added to
  2. Select the Packages Category
  3. Click New
  4. Give the package a name and price
  5. Select the Income Account the packages funds should go into if utilizing SRS’ Accounting or any 3rd party accounting for exporting (IE: QuickBooks)
  6. Check the Taxed box if the package should include tax
  7. Click the Save button

Now that the Packages Category is selected, the Package Information tab is available. Click on the Package Info tab to add items to the package.

  1. Select the package that needs to be built
  2. Add items to the package by using the dropdown. Select the Category, then the Item to add. The items will populate in the window below.
  3. To remove an item from the package, select the item and click the Remove This Item button

**NOTE: If the price charged doesn’t match the subtotal of the items selected, a Package Discount showing the price difference will appear. The discount will need to be proportioned over the packaged items. You may apply the discount across all items by clicking the Proportionalize Discounts button. This will add the appropriate discount to each item to balance the taxes and the correct amount if an item is to be removed from a package at purchase. You may manually apply a discount to a single item by double clicking in the discount column for the item. Individual items prices may be changed within the package to balance discounts and it will not affect the main price list. Those items prices will require manual updating in the future so they do not affect the packages though.

Packages can be sent to all or select chapels/branches under the Global Price List Info tab. When this is done, a message may display as below. In the case that two different branches share the same packages, but offer different pricing, you can choose to send the pricing from the ORIGINATING branch (the branch you or working out of) or keep the DESTINATION branch pricing (the branch you are sending the list to).

Online Planner Price List Settings

Items can be configured to display in the Online Planner via the Online Planner Settings button in the price list. Once an item is highlighted in the price list, click the "Online Planner Settings" button in the bottom right.

This will open up a window where the item can be customized to show only in certain types of plans in the Online Planner. Under the "Choose Web Case Entry Types" list, toggle which planning options you want this item to be visible in. This means that the item will only show up for customers who have selected one of the toggled planning types. The "Web Site Pricing" option at the top is also available to set whether this item should show up for only burials, only cremations, both options or to not show in the planner.

Inventory

The inventory tab allows you to make adjustments to inventory information for items in your price list. Click the inventory tab on the price list page to open the inventory section.

Once on the inventory tab, items can be pulled up by selecting the branch and item category from the upper right side of the section. Items from the selected category will display in the item list at the bottom showing, name, vendor, serial number, cost, quantity, number of unsold, purchase, sold and received dates.

In the item details, cost and quantity of item stock can be changed. Dates can also be adjusted for when the item was last received, purchased or sold. The item can also be marked as In Stock, Out of Stock or On Order using the toggles in the middle of the section.

Stock for an item can also be transferred between locations using the transfer stock section on the right side.

Sales Tax Type

The sales tax type section allows you to configure specific types of taxes to be used on invoices, To edit an existing sales tax type, highlight the tax, change the information at the bottom and click the save button.

If you need to add a new sales tax, click the new button and a blank entry will be started where you can fill in the tax information, then click save to save it to the system. If you need to delete a sales tax, highlight the tax and click the delete button.