Set a deal's pricing and invoicing
Both levels are set on the deal — on New Deal when you raise it, or by editing the deal afterwards.
Before you start
Decide the pricing level before doing any pricing work. Changing it later discards the prices held at the other levels and re-seeds from RRP, so a deal negotiated line by line and then switched to Total deal loses the negotiation.
Check the deal has not been invoiced. Once any invoice exists — pending, partial or full — both levels are locked.
Steps
- Open the deal and edit it, or set these on New Deal.
- Set Pricing Level to the granularity you will actually price at: Per component to price each line, Per build to price each machine, Total deal for a single figure.
- Set Invoicing Level to how the customer wants to be billed. It cannot be finer than the pricing level — see the table in Pricing and invoicing levels.
- Save, then enter the prices at the level you chose. The other levels will show $0.00; that is correct, not missing data.
If you are not sure yet
Leave the defaults — pricing Per component, invoicing Total deal. Priced at the finest level, every invoicing option stays available, and you can coarsen either setting later without being blocked.
If the level is rejected
"cannot be set lower than the pricing level" means you have asked to invoice more finely than you have priced. Either coarsen the invoicing level, or price at a finer level first.
If the deal is already invoiced
You will see "Can't edit pricing / invoicing options as the deal has already been partially invoiced. Cancel or void existing invoices first." That is the remedy: void or cancel the invoices, change the level, invoice again.