How to set up Save As You Go item pricing

By default, when you change an item's Cost or Price in a job card, it's a one-off change, for that job only. If you want to make it a permanent change, you have to update the item again in your materials database i.e. in Account > Materials & Services. 

However, it is possible to update the Cost or Price of an item in one job, and the next time you use that item, it’ll have the updated price. 

So, you can choose for any changes to an item’s Cost or Price to:

  • Never update that item in your database (how it works by default)
  • Always update the item; or
  • Only update when the cost or price increases.

To configure this preference in your account, go to Account > Settings > Preferences > Job Settings > Items & Services:

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If you choose to "Always update the saved item for future jobs" or "Update the saved item only if the Cost or Price increases", then whenever you make an applicable change to an item's Cost or Price in a job card online, you will also get a notice that the change will apply to future jobs if/when the item is used again:

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