Configuring pricing within Owlytica offers exceptional flexibility tailored to suit your specific requirements.
Applying and Adjusting Pricing
To add pricing to new quote:
- Start by creating a quote.
- Complete the Information section of the quote and add Assets to the quote.
- You will be prompted to enter the cost and markup of the asset before saving the asset to the quote.
- This pricing information will then be displayed on the quote Details tab under Pricing Details.
To edit pricing on an existing quote;
- Navigate to Sales > Quotes in the main menu.
- From your quote list, on the right under Actions select the Details button to open up the quote details tab.
- Change the quote status to Draft then make the necessary changes to pricing in the Pricing Details and on the Items tab.
- Change the quote back to the current status.
Create a Discount
To create a discount on your quote:
- First add assets and pricing.
- On the quote Details tab, under Pricing Details find the Applied Discount Amount field and enter the $ or % amount that you would like to discount.
- The change in price will be reflected the Total Sales Quote Price.
Pricing Out On-site Spares
To Price out On-Site Spares:
- Under the Details tab of the quote, under Additions (Add-Ons), check the box for Include Onsite Spares Kit?
- Enter the Onsite spares kit Price and Description.