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Price List User Guide (9Online)

Before beginning to use Billing, you will need to verify that your pricing is setup in a way that is familiar to you and your staff.

To open the Price List:

  1. Go into Settings

  2. Go to the Funeral Home Info tab

  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

A New item may be added to the category by click on the icon.

Once an item is selected or a new item was chosen to be added, its details will appear on the Item  Information tab.

  1. Enter the name and price details of the item

  2. If the item needs to be taxed, check the Tax box to include it, or uncheck it to remove tax.

  3. If the item has an image that will display on your website or used in Profile (future feature), browse and add the image file to the item.

  4. Select the Income Account the item’s funds should go into if utilizing Accounting or any 3rd party accounting export (IE: QuickBooks).

  5. Select your Web Field options.

  6. Click the Save icon to save the changes to the item.

NOTES: To delete an item, highlight the item on top and click Delete icon . 

You may copy the item to other branches by clicking on the Send icon . This will bring up a small window to select what branches need to have this item with the same pricing and details.

Globalizing Categories:

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

  1. Verify the correct Category is selected.

  2. 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.

  3. 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. These are the primary accounts for the funds to go into. 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.

  4. Click Save

  5. To send any changes to other chapels price lists, or copy the default accounts for all the category items, click Send . 



Creating Categories:

  1. Click New to add a category.

  2. Type the Name of the new category.

  3. 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.

  4. Use the checkboxes to determine if the category items will be taxed, if you will be keeping inventory within your system, and if images need to be displayed (for Websites and Profile).

  5. Select the Income Account for the category items funds to go into (if using the Accounting feature).

  6. Click Save .


NOTES: You may copy the category to other branches by clicking on the Send icon . This will bring up a small window to select what branches need to have this category with the same items, pricing, and details.

Category names may also be edited for more convenience. Use caution if attempting to change the category Type. If anything has been updated, inform our Support team of the changes to may sure reporting remains accurate.

Packages (Adding a Package):

  1. Choose the Branch the package needs to be added to.

  2. Select the Packages Category.

  3. Click New

  4. Give the package a name and price. Check the tax box if the full package price will be taxed.

  5. Select the Income Account the packages funds should go into if utilizing Accounting or any 3rd party accounting program for exporting (IE: QuickBooks)

  6. Click Save


 

Packages (Itemizing a Package and Applying a Discount):

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

  1. Select or verify the package that needs to be built.

  2. Add items to the package by using the dropdown. Select the Category, highlight the Item needed, and click Add .

  3. The items will populate in the Package Items window. Verify that all items needed for the package are there. If an item was added by mistake, it can be deleted by clicking Delete .
    An Item’s price may be updated by clicking Edit .

  4. Before saving the package, verify the discounted amount is correct. This discount will need to be applied to the package.
    The discount may be applied to a single item using the Edit button or can be split up proportionally across all of the items by clicking Proportionalize .

  5. Click Save


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 split up between 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 clicking the edit button 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 (Sending to Other Branches):

Packages can be sent to all or select chapels/branches under the Global Price List Info tab.

  1. Verify the Packages category is selected

  2. Click Send


When this is done, a message will display. Select the additional branches that need the packages. There will be 2 options on how the pricing should be sent.

ORIGINATING Branch (the branch you are working out of) – By selecting this option it will send the exact same pricing to the other branches.

DESTINATION Branch pricing (the branch you are sending the list to)- By selecting this option it will ignore the current pricing of the branch that the package was just built in and only send the items, keeping the other branches pricing. This is to accommodate other locations that offer the same items, but maintain different pricing.

NOTE: Always verify that the items and pricing match up the same way in the other locations. If the price lists are inconsistent, certain items may need to be added to the packages to complete them.