Visma Advisor
Add a new price list
Below we describe how to add a new price list.
- Choose Settings - Price lists.
- Click the button New price list.
- Select Set as default if you want the price list automatically to be selected when you add a new customer.
- Enter Name and Valid from - date.
- Enter the prices which shall be valid from the set date. Read more about the tabs Price per hour and Price per transaction below:
Price per hour tab
The Price per hour tab shows the activities that are defined as being priced per hour. You can choose how detailed you want the pricing of activities and employees to be. You can change the level of detail for a price list when you create a new period for it.
Price per transaction tab
The Price per transaction tab shows the activities that are defined as being priced per transaction. You specify the price per transaction the customer is to be charged and how long you estimate it will take to complete the transaction. The time can be given either as a decimal or in hours and minutes. If you want to specify the time in hours and minutes, for example 15 minutes, enter 0:15. The program will then convert the time to a decimal, i.e. 0.25 hours.
The estimated time per transaction is used in conjunction with time registration in order to produce and save calculations of chargeable time. The chargeable time per registration is calculated by multiplying the number of transactions by the estimated time per transaction. Once the registration is included on the invoice basis, the hours are considered as invoiced instead. By comparing the invoiced time with the actual time worked, the program can calculate the utilization ratio per employee.
- Select Save when you have priced all activities under the tabs Price per hour and Price per transaction.
Related topics
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Add a new period facing a price change |
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Edit a period in a price list |
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Edit settings for a price list |
