FXL Stage Pricing

FXL Stage Pricing applies a fixed price to a collection of ticket or quote items in FieldFX Back Office when using Lightning Experience. You can use FXL Stage Pricing when using Lightning Experience if you bill customers separately for each stage of a job.

For example: $2,000.00 for Stage 1 and $5,000.00 for Stage 2

To use the FieldFX Lightning package starting with version 1.225, you must use the FieldFX Managed Package version 1.529 or higher.

To find the version numbers you have installed, see Check Version Number for FieldFX Managed Package and FieldFX Lightning Managed Package.

How Stage Pricing Works

You can apply FXL Stage Pricing to any number of ticket items in FieldFX Back Office when using Lightning Experience.

You can’t apply stage pricing to items that have Locked Discount selected. Stage Pricing can only be applied to ticket items and not quote items.

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.

For example: If you have 10 items priced at $1,200, you can apply a stage price of $1,000 to the items. This increases the discount percentage of each item to make the total Extended Amount for all items equal to $1,000.

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

  1. In an FX Data Grid set up for tickets, select the records to which you want to apply stage pricing.

    FXL Stage Pricing displays the number of records you have selected.

    Selecting the items to apply Stage Pricing

  2. Under Apply Stage Pricing to Selected Items, enter the Total Amount to Be Billed for Stage

    Use this field to enter price for the stage

  3. Click Apply

    FXL Stage Pricing resets and the changes are reflected within the FX Data Grid.

    Grid after applying stage pricing

Back to Additional FXL Data Grid Features

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