Overview

Please note that Prices can only be managed (add/update/delete) by Admins. Before we begin, it is important to understand the difference between Prices and Price Books.

Adding Price Book

Before adding price, you must first add a Price Book. To do so, select the "Account" tab from left-hand navigation to open the drop-down menu. In the drop-down menu select Prices.

This will direct you to the new price book page. Here you need to select Action from the top right of the page. And then from drop down click on Add Price Book.

This will take you to below page. Write Price Book name and press Create to proceed.

Adding Price

The Price page is organised into 7 categories:

Then you will be directed to the price information page. Here there are 7 details that need to be specified. Once the above information has been specified, repeat the steps to add prices for rest of the days. Keep on adding prices by clicking New Price button and once completed select the Save option at the bottom right of the page.

After saving the new Price Book, you will be directed to the list where the new Price book will be displayed as follows:

On the right of each Price Book, there is the Edit option, choose this if you wish to make updates to the prices in that Price book.

NOTE: When adding new Prices but do not wish to replace the old prices, please ensure that you create new Price Book entirely. DO NOT edit the old price as this will override old price in all shifts.

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