FAQ: I’d like to be able to enable different price schedules based on the site/department or customer placing a print order (e.g., internal vs. external customers).  Is there a way to do this in PSP?

Answer:

Absolutely! You can configure multiple price schedules as needed in PSP.  Pricing schedules can be adjusted based on bindery, finishing options, equipment click charges, inventory, mark-ups, delivery options, etc. Here’s how to configure this:

How to Create a New Price Schedule: KB# 15843 

Part 1: Creating the New Price Schedule

  1. Go to Website > Prices
  2. Click the link Add New Fixed Price Schedule
  3. Enter in the name of the new Price Schedule in the field for Pricelist Name
  4. (Optional) Enter in anything of importance in the field Pricelist Note
  5. (Optional) Enter in the date this Price Schedule is supposed to go live in the field Date Effective
  6. Click Insert to save

Part 2: Setting the Bindery Options

You can either create new bindery options from scratch or clone bindery options from an existing Price Schedule to a new one.

To create a new Bindery Choice:

  1. Go to Website > Finishing > Bindings
  2. Click Add Bindery Choice
  3. Enter the new bindery options’ name in the Bindery Name field
  4. Ensure that Bindery Category is set to Binding
  5. Assign the new bindery option to your new Fixed Price Schedule from the choices listed in the adjacent drop down list
  6. Check Web Viewable to ensure it is available in the new Fixed Price Schedule
  7. If this is an option for Quick Copy, check Quick Copy Viewable to ensure it is available in the new Fixed Price Schedule
  8. Enter in the Price Per Bindery
  9. Enter in the Price per Bindery – Non-Materials Portion if applicable
  10. Set the appropriate Bindery per Unit – Unit of Measure from the choices listed in the adjacent drop down list
  11. Set the Bindery Setup Fee if applicable
  12. Set the Bindery Minimum Fee if applicable
  13. Click Insert to save

To clone an entire list of Bindery Choices from one Fixed Price Schedule over to the new one:

  1. Go to Website > Finishing > Bindings
  2. Click Clone Bindery Choices
  3. In the drop down list next to Fixed Price Schedule to Clone, select the Fixed Price Schedule from which you are cloning Bindery Choices
  4. In the drop down list next to Fixed Price Schedule in which to Add Bindery Choices, select the new Fixed Price Schedule to which you are sending the cloned Bindery Choices to
  5. Click Clone Now to finalize

Part 3: Adding Equipment

  1. Go to Website > Prices
  2. Select the appropriate Price Schedule
  3. Click Equipment, Color and Volume Pricing
  4. Click Add Equipment to This Price List
  5. Use the drop down list for Unassigned Equipment to add the resource you will be adding Click Charges for
  6. Click Add Equipment to this Price List

Part 4: Adding Click Charges to the New Equipment Options

  1. Go to Website > Prices
  2. Select the appropriate Price Schedule
  3. Click Equipment, Color and Volume Pricing
  4. Click Select on the line for the Equipment/Resource you need to add or modify Click Charges
  5. Set the price for Impression Charge to Customers (Front)
  6. Set the price for Impression Charge to Customers (Back)
  7. Check the Color Copier checkbox if the resource is a Color Copier
  8. Click Update to save

Part 5: Setting the Finish Pricing

  1. Go to Website > Prices
  2. Select the appropriate Price Schedule
  3. Click Finish Pricing
  4. Enter in the Price perUnit of MeasureSetup Fee (if applicable), and Minimum Fee (if applicable) in the sections for PaddingFoldingScore/PerfCollate/Rev CollatingCutting, and Drilling
  5. Click Update to save

Part 6: Setting the Packaging/Special Handling Prices

  1. Go to Website > Prices
  2. Select the appropriate Price Schedule
  3. Click Packaging/Special
  4. Set the prices for the Price per Small BoxPrice per Medium Box, and Price per Large Box
  5. Set the Special Handling Charge Percentage – enter as decimal (e.g. for 10%, enter .10).  This is what can be used to charge for Rush Orders in place of an Add-On.
  6. Click Update to save

Part 7: Setting the Site/Department Assignments

  1. Go to Website > Prices
  2. Select the appropriate Price Schedule
  3. Click Site/Dept Assignments.
  4. Click View All Sites to choose Sites/Departments to add to the Fixed Price Schedule
  5. Select a Site/Department
  6. Scroll down to where it says Default Fixed Price Sched (You can press Ctrl F and enter ‘Default Fixed Price’ to be directed to the appropriate field) and select the required Fixed Price Schedule from the adjacent dropdown list
  7. Click Update to save
  8. Scroll back up to the top and click Back to Sites
  9. Repeat steps 5 through 8 to continue adding the necessary Sites/Departments to the Fixed Price Schedule

Part 8 (if applicable): Setting a Stock Markup Percentage

  1. Go to Website > Prices
  2. Select the appropriate Price Schedule
  3. Go to the field labeled Stock Markup Percentage (This is the percentage that the stock will be marked up for Print and Quick Copy Orders.)
  4. Enter in the appropriate percentage for the Stock Markup that applies
  5. Click Update to save