Stage Pricing

Introduction

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.

Prerequisites

To use the Stage Pricing feature, you need to:

Have these user licenses Have these permissions Complete these tasks
and review these topics
before continuing

How it Works

  • 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.

Step-by-Step Guides

Apply Stage Pricing to Quote Items

FieldFX Back Office

  1. Open the Quote Item Builder.

    The Quote Item Builder has been deprecated. Configure FX Item Picker Lightning Component Options for adding Quote Items to a ticket in Back Office.
  2. Move down to the Item grid.

  3. Select items.

    You can’t apply stage pricing to items that have Locked Discount selected.
  4. Click Apply Stage Pricing.

  5. In Total Staging Price, enter the price to charge for the items.

  6. 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.

FieldFX Mobile

  1. Select Quotes on the sidebar.

  2. Select the quote.

  3. Select Items on the sidebar.

  4. Select items.

    You can’t apply stage pricing to items that have Locked Discount selected.
  5. Select Stage Price.

    Blue pricing button
  6. In Total Stage Pricing, enter the price to charge for the items.

  7. Select Save.

    Green save button
    • 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.

Apply Stage Pricing to Ticket Items

FieldFX Back Office

  1. Open the Ticket Item Builder.

    Ticket Item Builder has been deprecated and is no longer supported. You should switch to the Lightning Experience and use the tools FieldFX has there instead.
  2. Move down to the Item grid.

  3. Select items.

    You can’t apply stage pricing to items that have Locked Discount selected.
  4. Click Apply Stage Pricing.

  5. In Total Staging Price, enter the price to charge for the items.

  6. 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.

FieldFX Mobile

  1. Select Ticket on the sidebar.

  2. Select the ticket.

  3. Select Items on the sidebar.

  4. Select items.

    You can’t apply stage pricing to items that have Locked Discount selected.
  5. Select Stage Price.

    Blue pricing button
  6. In Total Stage Pricing, enter the price to charge for the items.

  7. Select Save.

    Green save button
    • 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.

Videos

Applying Stage Pricing to Ticket Items in FieldFX Mobile