{"id":120614,"date":"2020-01-28T09:43:57","date_gmt":"2020-01-28T17:43:57","guid":{"rendered":"https:\/\/edubusinesssolutions.com\/?p=120614"},"modified":"2020-01-28T09:44:23","modified_gmt":"2020-01-28T17:44:23","slug":"faq-january-2020","status":"publish","type":"post","link":"https:\/\/edubusinesssolutions.com\/faq-january-2020\/","title":{"rendered":"FAQ – January 2020"},"content":{"rendered":"

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 <\/p>\n

FAQ:<\/strong> I\u2019d 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).\u00a0 Is there a way to do this in PSP?<\/p>\n

Answer:<\/strong><\/p>\n

Absolutely! You can configure multiple price schedules as needed in PSP.\u00a0 Pricing schedules can be adjusted based on bindery, finishing options, equipment click charges, inventory, mark-ups, delivery options, etc. Here\u2019s how to configure this: <\/p>\n

How to Create a New Price Schedule: KB# 15843<\/strong>\u00a0<\/strong><\/p>\n

Part 1: Creating the New Price Schedule<\/u><\/strong><\/p>\n

    \n
  1. Go to\u00a0Website<\/strong>\u00a0>\u00a0Prices<\/strong><\/li>\n
  2. Click the link\u00a0Add New Fixed Price Schedule<\/strong><\/li>\n
  3. Enter in the name of the new Price Schedule in the field for\u00a0Pricelist Name<\/strong><\/li>\n
  4. (Optional) Enter in anything of importance in the field\u00a0Pricelist Note<\/strong><\/li>\n
  5. (Optional) Enter in the date this Price Schedule is supposed to go live in the field\u00a0Date Effective<\/strong><\/li>\n
  6. Click\u00a0Insert<\/strong>\u00a0to save<\/li>\n<\/ol>\n

    Part 2: Setting the Bindery Options<\/u><\/strong><\/p>\n

    You can either create new bindery options from scratch or clone bindery options from an existing Price Schedule to a new one.<\/p>\n

    To create a new\u00a0Bindery Choice<\/strong>:<\/p>\n

      \n
    1. Go to\u00a0Website<\/strong>\u00a0>\u00a0Finishing<\/strong>\u00a0>\u00a0Bindings<\/strong><\/li>\n
    2. Click\u00a0Add Bindery Choice<\/strong><\/li>\n
    3. Enter\u00a0the new bindery options’ name in the\u00a0Bindery Name<\/strong>\u00a0field<\/li>\n
    4. Ensure that\u00a0Bindery Category<\/strong>\u00a0is set to\u00a0Binding<\/strong><\/li>\n
    5. Assign the new bindery option to your new\u00a0Fixed Price Schedule<\/strong>\u00a0from the choices listed in the adjacent drop down list<\/li>\n
    6. Check\u00a0Web Viewable<\/strong>\u00a0to ensure it is available in the new\u00a0Fixed Price Schedule<\/strong><\/li>\n
    7. If this is an option for Quick Copy, check\u00a0Quick Copy Viewable<\/strong>\u00a0to ensure it is available in the new\u00a0Fixed Price Schedule<\/strong><\/li>\n
    8. Enter in the\u00a0Price Per Bindery<\/strong><\/li>\n
    9. Enter in the\u00a0Price per Bindery – Non-Materials Portion<\/strong>\u00a0if applicable<\/li>\n
    10. Set the appropriate\u00a0Bindery per Unit – Unit of Measure<\/strong>\u00a0from the\u00a0choices listed in the adjacent drop down list<\/li>\n
    11. Set the\u00a0Bindery Setup Fee\u00a0<\/strong>if applicable<\/li>\n
    12. Set the\u00a0Bindery Minimum Fee\u00a0<\/strong>if applicable<\/li>\n
    13. Click\u00a0Insert<\/strong>\u00a0to save<\/li>\n<\/ol>\n

      To clone an entire list of\u00a0Bindery Choices<\/strong>\u00a0from one\u00a0Fixed Price Schedule<\/strong>\u00a0over to the new one:<\/p>\n

        \n
      1. Go to\u00a0Website<\/strong>\u00a0>\u00a0Finishing<\/strong>\u00a0>\u00a0Bindings<\/strong><\/li>\n
      2. Click\u00a0Clone Bindery Choices<\/strong><\/li>\n
      3. In the drop down list next to\u00a0Fixed Price Schedule to Clone<\/strong>, select the\u00a0Fixed Price Schedule<\/strong>\u00a0from which you are cloning\u00a0Bindery Choices<\/strong><\/li>\n
      4. In the drop down list next to\u00a0Fixed Price Schedule in which to Add Bindery Choices<\/strong>, select the new\u00a0Fixed Price Schedule<\/strong>\u00a0to which you are sending the cloned\u00a0Bindery Choices<\/strong>\u00a0to<\/li>\n
      5. Click\u00a0Clone Now<\/strong>\u00a0to finalize<\/li>\n<\/ol>\n

        Part 3: Adding Equipment<\/u><\/strong><\/p>\n

          \n
        1. Go to\u00a0Website<\/strong>\u00a0>\u00a0Prices<\/strong><\/li>\n
        2. Select the appropriate\u00a0Price Schedule<\/strong><\/li>\n
        3. Click\u00a0Equipment, Color and Volume Pricing<\/strong><\/li>\n
        4. Click\u00a0Add Equipment to This Price List<\/strong><\/li>\n
        5. Use the drop down list for\u00a0Unassigned Equipment<\/strong>\u00a0to add the resource you will be adding\u00a0Click Charges<\/strong>\u00a0for<\/li>\n
        6. Click\u00a0Add Equipment to this Price List<\/strong><\/li>\n<\/ol>\n

          Part 4: Adding Click Charges to the New Equipment Options<\/u><\/strong><\/p>\n

            \n
          1. Go to\u00a0Website<\/strong>\u00a0>\u00a0Prices<\/strong><\/li>\n
          2. Select the appropriate\u00a0Price Schedule<\/strong><\/li>\n
          3. Click\u00a0Equipment, Color and Volume Pricing<\/strong><\/li>\n
          4. Click\u00a0Select<\/strong>\u00a0on the line for the Equipment\/Resource you need to add or modify\u00a0Click Charges<\/strong><\/li>\n
          5. Set the price for\u00a0Impression Charge to Customers (Front)<\/strong><\/li>\n
          6. Set the price for\u00a0Impression Charge to Customers (Back)<\/strong><\/li>\n
          7. Check the\u00a0Color Copier<\/strong>\u00a0checkbox if the resource is a\u00a0Color Copier<\/em><\/li>\n
          8. Click\u00a0Update<\/strong>\u00a0to save<\/li>\n<\/ol>\n

            Part 5: Setting the Finish Pricing<\/u><\/strong><\/p>\n

              \n
            1. Go to\u00a0Website<\/strong>\u00a0>\u00a0Prices<\/strong><\/li>\n
            2. Select the appropriate\u00a0Price Schedule<\/strong><\/li>\n
            3. Click\u00a0Finish Pricing<\/strong><\/li>\n
            4. Enter in the\u00a0Price per<\/strong>,\u00a0Unit of Measure<\/strong>,\u00a0Setup Fee<\/strong>\u00a0(if applicable), and\u00a0Minimum Fee<\/strong>\u00a0(if applicable) in the sections for\u00a0Padding<\/strong>,\u00a0Folding<\/strong>,\u00a0Score\/Perf<\/strong>,\u00a0Collate\/Rev Collating<\/strong>,\u00a0Cutting<\/strong>, and\u00a0Drilling<\/strong><\/li>\n
            5. Click\u00a0Update<\/strong>\u00a0to save<\/li>\n<\/ol>\n

              Part 6: Setting the Packaging\/Special Handling Prices<\/u><\/strong><\/p>\n

                \n
              1. Go to\u00a0Website<\/strong>\u00a0>\u00a0Prices<\/strong><\/li>\n
              2. Select the appropriate\u00a0Price Schedule<\/strong><\/li>\n
              3. Click\u00a0Packaging\/Special<\/strong><\/li>\n
              4. Set the prices for the\u00a0Price per Small Box<\/strong>,\u00a0Price per Medium Box<\/strong>, and\u00a0Price per Large Box<\/strong><\/li>\n
              5. Set the\u00a0Special Handling Charge Percentage – enter as decimal (e.g. for 10%, enter .10)<\/strong>. \u00a0This is what can be used to charge for\u00a0Rush Orders<\/em>\u00a0in place of an Add-On.<\/li>\n
              6. Click\u00a0Update<\/strong>\u00a0to save<\/li>\n<\/ol>\n

                Part 7: Setting the Site\/Department Assignments<\/u><\/strong><\/p>\n

                  \n
                1. Go to\u00a0Website<\/strong>\u00a0>\u00a0Prices<\/strong><\/li>\n
                2. Select the appropriate\u00a0Price Schedule<\/strong><\/li>\n
                3. Click\u00a0Site\/Dept Assignments<\/u><\/strong>.<\/li>\n
                4. Click\u00a0View All Sites<\/strong>\u00a0to choose Sites\/Departments to add to the Fixed Price Schedule<\/li>\n
                5. Select a\u00a0Site\/Department<\/strong><\/li>\n
                6. Scroll down to where it says\u00a0Default Fixed Price Sched<\/strong>\u00a0(You can\u00a0press\u00a0Ctrl\u00a0F<\/strong>\u00a0and enter ‘Default Fixed Price’\u00a0<\/strong>to be directed to the appropriate field) and select the required\u00a0Fixed Price Schedule<\/em>\u00a0from the adjacent dropdown list<\/li>\n
                7. Click\u00a0Update<\/strong>\u00a0to save<\/li>\n
                8. Scroll back up to the top and click\u00a0Back to Sites<\/strong><\/li>\n
                9. Repeat steps 5 through 8 to continue adding the necessary\u00a0Sites\/Departments\u00a0to the Fixed Price Schedule<\/li>\n<\/ol>\n

                  Part 8 (if applicable): Setting a\u00a0Stock Markup Percentage<\/u><\/strong><\/p>\n

                    \n
                  1. Go to\u00a0Website<\/strong>\u00a0>\u00a0Prices<\/strong><\/li>\n
                  2. Select the appropriate\u00a0Price Schedule<\/strong><\/li>\n
                  3. Go to the field labeled\u00a0Stock Markup Percentage (This is the percentage that the stock will be marked up for Print and Quick Copy Orders.)<\/strong><\/li>\n
                  4. Enter in the appropriate percentage for the Stock Markup that applies<\/li>\n
                  5. Click\u00a0Update<\/strong>\u00a0to save<\/li>\n<\/ol>\n

                    <\/p>\n

                    <\/strong><\/p>\n

                    [\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"

                      FAQ: I\u2019d 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).\u00a0 Is there a way to do this in PSP? Answer: Absolutely! 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