Updating Special Pricing

Updating Special Pricing

This guide is designed to guide you to updating special pricing that have been approved by the relevant stakeholders and now are available for use.

Initial  search

All special pricing is located within the account object, this guide assumes you have opened the specific Special Training record for editing. If this is not the case, please locate the account and open the Special Pricing you wish to edit

Updating Details

Select the pencil

 

Updating Details

 

Edit any fields you want to change

Always remember to add notes for any changes you make

Save

 

Click on Save.

 

 

Deleting products

 

Click on Related.

 

Delete product

 

Locate the product you are intending to delete.

 

Select Delete from the drop-down list for that product.

 

Confirm deletion

 

Adding products

 

Click on Related.

 

Select New

Click on New.

Data Capture: New Special Pricing Items pop up

 

  1. Product Name: enter product name. For example; Industry First Aid
  3. Product: enter product name in the search bar and select from the autogenerated list. Read carefully and select the correct product in the section. For Example: IND-PFA (Provide first aid).
  5. Price Ex GST: enter price for group booking.
    1. GST: always enter $0 for GST. The system will automatically adjust GST as required.

    • Save

     

    Click on Save.