Price List Management Walk-through

Price List Management Walk-through #

Price List #

You can access the Price List section from the side menu on the left of your dashboard by selecting the “Price List” menu icon.

The price list section will include created Items, Tasks, Expenses, Trips under the tabs located at the top. These items can be called (included) when creating invoices, bills, or quotes with predefined values to save time when creating theses documents.

 To add an items, a task, an expense or a trip in the price list, in the top right corner click the button “Add Item” and select “Items”, “Tasks”, “Expenses” or “Trips” according to your needs.

• • Items : items are compose of name, unit price, unit of measure, you can add specific VAT to it.
  • Tasks : tasks are compose of name, unit price, unit of measure, you can add specific VAT to it.
  • Expenses : expenses are compose of name, unit price, you can add specific VAT to it.
  • Trips : trips are compose of name, unit price, unit of measure (ex. €/km or $/mile), you can add specific VAT to it.

You can “Edit”, “Copy”, or “Delete” items, copying items will copy all values of the selected item, but you must change the item name, since two items with the same name cannot co-exist together in the pricelist.

For more information you can open a new ticket at support.lambda-it.me.

Or contact us with the contact form.