Pricing is one of the main features of primaERP BILLING, which allows users to have full control over the price of the work by setting it using different criteria. It can be used for the pricing of each project, task, client, user and activity based on the pricing level and its priorities.
The basic pricing levels
This uses the basic pricing combination to price a time record. The basis pricing level fields can work together with any of the specific pricing levels in order to define a price. There are 3 basic pricing levels:
L0 – Account Level: This sets the default account price.
L1 – Activities Level: This sets the price for the activities used in the TIME TRACKING module.
L2 – Users Level: This sets a price for a user or a combination of user + activity.
The specific pricing levels
This allows users to set a special price for a specific client, project or task. It can be used together with the basic pricing fields to define a price. Be aware that each combination generates 4 sub-levels and each of them has a different priority. There are 3 specific pricing levels:
L3 – Client Level: Set a price to all of the projects related with a specific client unless a project or task has its own specified price.
L4 – Project Level: Set a price for a project unless a task of the project has its own specified price.
L5 – Task Level: Set a price for a task.
The higher level has higher priorities. The table below shows the pricing level, its combinations and priorities:
An example of how this can work, can be seen here:
It looks for the existing pricing combination from the top to the bottom level and assigns its price according to its' priority. Example:
I set the following prices:
After creating the following time records pE will price them as follows: