Are you struggling to manage customer-specific or region-specific pricing in VOGSY? With our latest release, we’ve made it easier than ever.
You can now create price lists in the back office and assign them to individual customers. The sales rates from these price lists will be automatically applied when setting up projects for the applicable customer.
How does it work?
It’s simple! First, set up price lists in the back office using the 'Price Lists' feature. Once your price lists are configured, you can associate them with one or more customers by editing the customer and selecting the appropriate price list in the customer form. When an activity is calculated for a project linked to a customer with an assigned price list, the sales rate from that price list will be used as the default.
Good to know:
- Price lists include activity sales rates for specific periods. You can easily extend a period using the ‘Extend Period’ button, with the option to index rates using the ‘Index Rates’ button.
- Sales rates from a price list can still be overridden in the activity's calculation line.
- Changes to price lists won’t affect existing sales rates in project calculations; they only apply to new calculations.
- When duplicating a deliverable, the price list will determine the sales rates for the new deliverable based on its start date.
We've also improved time & material invoicing. Now, if a project’s invoice is issued in a different currency, you can assign sales rates for the calculated activities in the invoice's currency (1), ensuring accurate and consistent billing. Additionally, VOGSY displays the sales rate amount in the base or local currency (2) for a comprehensive overview.
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