How To Set Up Prices And Discounts In RemOnline?

On the Settings > Prices and discounts page, you can add and customize different prices for goods and services. In RemOnline, a price is a markup on the purchase price that you specify when posting a product or creating a service.

For example, you buy an item at a cost price of 200. There is a 100% markup for the retail price and 15% for the wholesale price. The retail price of such items will be 400 and the wholesale price will be 230.

Also, a certain type of price can be used as a personal discount to a customer for products or services during a sale or for materials in work orders and invoices.

For example, you have regular customers for whom the markup on all products or services is lower. You create a price for regular customers with a lower margin and set this type of price as a discount in the profile of such customers.

Prices can be calculated automatically when posting or set manually in the product profiles. Prices can be selected when adding products to work orders, sales, or invoices, as well as during the printing of price tags and labels.

1. Select the Services or Products tab where you want to add a price. Click the “+ Price” button.

2. Enter the title and sale margin in percentage value (this can be a value with minus if needed).

⚠️ The titles of prices for products and services must be unique and cannot be the same.

3. Select the locations for which the price type will be applied. Click All to apply to all locations, or select one or more.

4. Choose the roles of employees who will have access to reviewing this type of price.

5. Click Create.

After you create a new price, it is automatically applied to all existing products in the warehouse and the list of services. The markup is also common to all products and services.

All created prices are displayed in a table with the name and amount of the markup. To edit the price, double-click on its name. Make changes and save them.

Important: When you edit the value of the current markup, the new value is applied only to the new products purchased. If you want to change the value of the markup so that it is applied at once to all the goods in your stock, then you have to remove this price and create a new one with the markup value you need. In this case, this price is applied to all products because it is created as a new one.

Also, if you want to apply different markups to different products at the same price, you can do this by revaluing the products using the product export/import option.

You can find more information about the mass price change (price review) in this article.

To delete a price, open it and click the Delete button.

Please note that you will not be able to delete the price if it is set by default in the work order, sale, or invoice. You can change the default price on the page “Settings > Prices and discounts” under the table with the list of prices.

You can set up the use of default prices in work orders, sales, and invoices for services or products:

For example, if you always add items at a repair price to work orders, you can set the price “Repair” in the field “Default price for Work Orders”.

There are two types of discounts in RemOnline — Discount and Company discount. The difference is in how they affect the calculation of employees' bonuses.

Discount. Employees' wages are calculated including the discount. That is, such a discount reduces the wage amount.

Company discount. Employees' wages are calculated without taking into account the discount. Thus, this discount type does not affect the amount of the employee's wage.

You can choose a particular type of discount and it will be set for work orders, sales, and invoices. To prevent employees from being able to change the discount type, you have to check the “Can set the discount type” option in the settings of the employee role.