Stage Pricing

Prerequisites

To use the Stage Pricing feature, you need the following licenses:
- FieldFX Base Package
- FieldFX E-Ticketing
To use the Stage Pricing feature, you must:
To use the Stage Pricing feature, you need:
- FX E-Ticketing minimum permissions
To use the Stage Pricing feature on quotes in FieldFX Mobile, you must use one of the following release channels:
- Sync V4 Beta
- Sync V4
- V4 Quarterly Beta
- V4 Quarterly

Basics

The Stage Pricing feature applies a fixed price to a collection of quote items or ticket items.

Use the Stage Pricing feature if you bill customers separately for each stage of a job.

Example 1. Using Stage Pricing to bill for different stages of a Job.

$2,000 for Stage 1 and $5,000 for Stage 2.

You can apply stage pricing to any number of quote items or ticket items.

You can’t apply stage pricing to items that have Locked Discount selected.
When you apply stage pricing, the discount percentage of each item changes to make the total Extended Amount for all items equal to the stage price.
Example
- If you have 10 items priced at $1200, you can apply a stage price of $1000 to the items.
- This increases the discount percentage of each item to make the total Extended Amount for all items equal to $1000.
If you change the Qty of an item included in a stage, the discount percentage for that item doesn’t change.

In this scenario, reapply stage pricing to the items in the stage.

Open the Quote Item Builder
Move down to the Item grid
Select items

You can’t apply stage pricing to items that have Locked Discount selected.
Click Apply Stage Pricing
In Total Staging Price, enter the price to charge for the items
Click Apply
- The total price for the items is now the specified stage price.
- The discount percentage of each item also updates.
- To remove stage pricing, delete the items and then re-add them.

Select Quotes on the sidebar
Select the quote
Select Items on the sidebar
Select items

You can’t apply stage pricing to items that have Locked Discount selected.
Select Stage Price
In Total Stage Pricing, enter the price to charge for the items
Select Save
- The total price for the items is now the specified stage price.
- The discount percentage of each item also updates.
- To remove stage pricing, delete the items and then re-add them.

Open the Ticket Item Builder
Move down to the Item grid
Select items

You can’t apply stage pricing to items that have Locked Discount selected.
Click Apply Stage Pricing
In Total Staging Price, enter the price to charge for the items
Click Apply
- The total price for the items is now the specified stage price.
- The discount percentage of each item also updates.
- To remove stage pricing, delete the items and then re-add them.

Select Ticket on the sidebar
Select the ticket
Select Items on the sidebar
Select items

You can’t apply stage pricing to items that have Locked Discount selected.
Select Stage Price
In Total Stage Pricing, enter the price to charge for the items
Select Save
- The total price for the items is now the specified stage price.
- The discount percentage of each item also updates.
- To remove stage pricing, delete the items and then re-add them.