The following video discusses setting up default pricing that will automatically show up on orders and quotes when adding items in the system.
Setting Up Default Pricing for Orders and Quotes
Key Steps
Log into RPS and navigate to the point of sales setting section.
Select the pricing tab.
Choose the type of price tag you want to use as the default (e.g., paper price tags, digital price tags, website price tags).
If there is no specific price tag available, select a price level as a default (e.g., cost plus 30% margin).
Save your settings.
Cautionary Notes
Ensure that the default pricing aligns with your sales strategies and pricing structures.
Double-check the selected default pricing to avoid errors in orders and quotes.
Tips for Efficiency
Regularly review and update default pricing settings to reflect any changes in pricing strategies.
Utilize price levels for easier management of pricing variations.
Keep track of any exceptions where default pricing may not apply and adjust settings accordingly.