Pricing Templates without values
In this guide, we will explore how Logic allows you to maintain a well-organized library of Pricing Templates for commonly used charges for rates that are constantly changing.
By utilizing reusable templates, you can generate quotes quickly and consistently without the need to recall specific values. These templates contain all the essential information, and you only need to update the actual rate values as most of the information remains constant across quotes.
- Suppliers that provide the service must exist in the Logic system and must belong to the right administrative group.
- The charges must exist in the Billing codes catalog.
The Pricing Template Feature allows you to create reusable sets of charges, minimizing the manual data entry required for each quotation.
The value of the charges in the unit cost and unit sale rows can be left as zero in the template. They will be filled with the correct charges when building the quotation.
You can add notes about this charge so that any team that needs details about it can see it in the quotation.
Labeling the pricing templates facilitates easier location when building quotations.
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