The Adjustments tab is used for making temporary changes to the pricing for your IdeaRoom configurator. These temporary changes made in SalesView will not change or overwrite the original prices that your IdeaRoom agent has entered in the system. The original prices will remain in our database and if you later decide that you want to remove the pricing changes, you can simply select “No Change” to restore your original prices.
There are three options available in the Pricing Tab.
No Changes
Apply a surcharge or discount
Change prices of line items
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Only one of these options can be selected at one time. |
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Here are what each of these options facilitate:
No Change
This option will display the original prices that were entered in our system by your IdeaRoom agent.
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When you apply a surcharge or discount, the amount will be displayed in the totals section as a separate line item as illustrated in image below.
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The surcharge will be calculated based off the Calculation options selected and can be varied using the Vary surcharges by feature.
Change Prices of Line Items
When you apply a Change Prices of Line Items, the price adjustment will be added to each line item individually based on your selection. You will not see a charge in the totals section like you did when you applied a surcharge. For example, illustration below is showing a price adjustment for the base price and for the doors because we selected the subtotal calculation option.
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might reflect a sale on certain buildings or a surcharge for unexpected material cost spikes.
Changes made using the Adjustments tab do not change your underlying pricing in IdeaRoom. They are layered on top of existing prices and shown to your buyers in IdeaRoom. Removing them by selecting No Change will restore original pricing.
IdeaRoom supports two approaches to pricing adjustments: an explicit dollar amount shown to buyers in the Totals section of emails or quotes or an “invisible” adjustment that is applied to each price shown in the Details section of emails or quotes.
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Displaying an explicit surcharge or discount
Select the Apply a surcharge or discount option to show an explicit value in the Total section of Your Estimate, as shown here:
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Displaying an invisible adjustment to existing prices
Select the Change prices of line items option to display the adjustment as part of the existing line items shown in the details section, as shown here:
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You cannot have multiple options applied simultaneously. For example, you cannot change the displayed price of line items at the same time you have am explicit discount. |