Visma Advisor
Add a new period facing a price change
When prices are to be changed and the new prices should be valid from a specific date, you add a new period in the price list. By using the built-in price recalculation function, you can then recalculate the previous period’s prices that should apply for the new period. You can either use a percentage rate or a fixed amount. The function handles mark-ups as well as markdowns.
- Choose Settings - Price lists.
- Click on the price list you want to make a price change for.
To make a price update, you must first add a new period.
- Select New period.
In the New period dialogue, the prices from the previous period are included as a basis for price recalculation.
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Enter the startdate for the new period in Valid from.
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Enter the new prices on the tabs Price per hour and Price per transaction. Here you can manually change the prices or use the program's feature for price recalculation.
Instruction to price recalculation
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Choose All Tasks or a specific task. Select one task if you want to make a price recalculation for one specific task at a time. This option is only available if you have Per task or Per activity pricing selected.
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Select Method and values for the price recalculation. In case of markdowns, enter a minus-sign before the percentage rate or the amount.
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Select Recalculate when you have made your choices.
The recalculated prices are displayed in blue.
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Select Save when all price recalculations, both on the Price per hour tab and the Price per transaction tab, are completed.
All not yet invoiced time registrations, covered by the new period, will be automatically recalculated. If needed, you can easily delete the new period and create a new one.
Related topics
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Add a new price list |
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Edit a period in a price list |
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Edit settings for a price list |
