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.

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
FieldFX Base Package FieldFX E-Ticketing	FX E-Ticketing minimum permissions	Set up the FX E-Ticketing module Set up the Stage Pricing feature Add quote items Add ticket items To use this 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

Have these permissions

Complete these tasks
and review these topics
before continuing

Set up the FX E-Ticketing module
Set up the Stage Pricing feature
Add quote items
Add ticket items
To use this 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

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.

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

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.
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.