The general price lists section allows you to add new GPLs to the system, or make changes to existing GPLs for a location. To edit an existing GPL, simply click the edit button on the right side of the GPL.
To add a new GPL, click the add new button by the search bar, enter a name for the GPL, select a financial configuration and click create.
Overview
The overview tab for a GPL will show you the name of the GPL along with the financial configuration that is set for the GPL. After the financial configuration is set when the GPL is created, it cannot be changed. An option is available at the top of of the overview page to export the GPL in CSV format as well.
Statement Categories
The statement categories tab allows you to add categories to the GPLs that will display on the statement when the statement is generated. Products can be assigned to the statement categories so that when they are generated onto a statement they will be properly categorized under the statement categories.
To add a statement category, simply type a name in and click add statement category. Statement categories can be edited or removed from the list via the pencil icon and the x icon on the right side.
Preneed Categories
The preneed categories tab allows you to add preneed categories to the GPL that can be assigned to product categories.
To add a preneed category, simply type a name in and click add preneed category. Preneed categories can be edited or removed from the list via the pencil icon and the x icon on the right side.
Product Categories
The product categories let you add and edit categories on the GPL. Product categories will be used to group products in the GPL, this will determine what category the items are listed under when selecting items on the case contract selections. All the product categories for the GPL will be listed out and can be edited or removed by clicking the pencil icon or x icon on the right side.
To add a new category, type the category name in the name section and click add product category.
After adding the category name, the product category details window will appear. A category can have a preneed category assigned to it and can also be assigned to a financial account, COGS account or asset account for financial purposes.
Products
In the products tab, products can be added, removed or edited in the GPL. The initial view of the tab will list all the products in the system and gives options for searching and filtering products. Products can be filtered by product category and invoice category in the search area at the top of the page.
Products can be edited by clicking the edit link for that product in the product list. New products can be added to the GPL by clicking the add new button at the top of the page.
On the edit product page, there is a number of settings and information points that can be edited for the product. Towards the top of the page, a product image can be added along with details like name, description, categories, price information and tax information.
Towards the bottom of the product page, inventory information can be viewed along with price history to track pricing changes of the product in the system over time.
If a product needs to be removed from the GPL, the archive option can be utilized. Simply, click the archive button at the bottom of the page to archive the product and hide it from displaying in the product list. This will not delete the product but will simply hide it from the active product selections.
Packages
The packages tab allows you to create packages in the system that group together certain products and services to create an easily selectable package on your case contracts.
At the top of the page, packages can be searched for in the search bar or the list can be filtered by the category filter, new packages can also be added via the add new button.
Packages will be listed out below the search and, at a quick glance, product name, description and number of items in the package will be displayed. If you need to edit a package or archive/unarchive a package, simply click the buttons on the right side for the corresponding package.
When editing a package, basic information like the package name, invoice category and description can be edited at the top of the page. The package contents area below is where the package products can be added or edited. To add a new product, simply click the add item button at the top of package contents and to edit an item, click the edit pencil button beside the item.
When adding a product, the type of item can be selected along with the product that you want to add from the GPL. A setting is available as well to prevent the removal of the item from the package.
Items set to the "item" type will be added as a regular fixed product on the package, whereas items set as a flexible item will just require the product category to be added and a selection of products can be added to the flexible item to be chosen from.
If a flexible item is added, the item will be listed under flexible items and can be edited to add product options under this item for the package. Options are also available in the flexible item screen to set an allowance amount for the flexible items or to allow for item substituion.
Pricing details for the package will be displayed at the bottom of the section showing you what the package total comes to. A pricing method can also be set via the pricing method drop down to configure how the pricing will look for the package.
The normal pricing method will just total the products at their regular price to make up the package total, fixed pricing will allow you to set a fixed price for the package regardless of the product prices and the discount method will allow you to set a discount amount for the package price.
Price List Dates
Under the price list dates tab, effective dates can be set for the corresponding price lists.
CSV Updates
Under the CSV updates tab, updates to the price list can be made via uploading a CSV file. This is a great option for updating GPL prices in bulk. To begin, a link is available at the top of the section to download a CSV export file for your GPL.
Once your GPL CSV file has been downloaded, the file can be edited to make your pricing changes and then the newly updated CSV file can be uploaded via the drag and drop document area. Any CSV updates previously made can be viewed in the list of updates below the upload area. This area will show the file name of the CSV, created date, any errors and the status of the CSV update. Some important steps are laid out in the "how to" write up that explain how to edit your GPL for a CSV upload.
How to edit a GPL via a CSV Upload
- Click the “Create CSV Export” link above to download a formatted CSV file of your General Price List.
- Open the file in Excel or other spreadsheet application to make your changes.
- Do not delete any columns, or change the column order. Do not modify the column headers.
- Do not edit Item ID's of existing Items.
- Remove any rows that do not need to be updated.
- To create a new product in your GPL, enter "new" in the Item ID column.
- Enter product details in the appropriate columns.
- Product Category Names are case sensitive and must match exactly.
- Save file as a CSV (Comma Separated Values) and upload here.