Pricing: Making Pricing Changes using SalesView

Adding surcharges and changing prices of line items can be configured using SalesView. Anyone with Admin permissions has access to the Pricing tab and can make pricing changes.

The pricing 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.

The Pricing Tab

There are three options available in the Pricing Tab.

  1. No Changes

  2. Apply a surcharge or discount

  3. Change prices of line items

Only one of these options can be selected at one time.

Pricing Tab in SalesView

No Change

This option will display the original prices that were entered in our system by your IdeaRoom agent.


Apply a Surcharge or Discount

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.

Surcharge displayed in totals section

The surcharge will be calculated based off the Calculation options selected and can be varied using the Vary surcharges by feature.

Apply a Surcharge or Discount for Carports

For carports, you can choose to calculate the surcharge based off just the base price and/or other building options. You can also designate whether it’s taxable and if it should be included in Dealer Deposit.

IdeaRoom for Carports calculation options

In the Amounts section, you can add the surcharge percentage and/or add a flat fee amount. You can also round it to 0 or to other custom $ amounts.

In the Vary changes by section, You can also add surcharge conditions. For example, all buildings get a 10% surcharge except buildings with vertical roofs get a 20% surcharge.

Adding surcharge conditions

Apply a Surcharge or Discount for Sheds

For Sheds, you can calculate the surcharge off of the base price only or the subtotal. You can also designate whether the surcharge is taxable.

IdeaRoom for Sheds calculation options

 

In the Amounts section, you can add a surcharge percentage and/or add a flat fee amount. You can also round it to 0 or to other custom $ amounts.

In the Vary surcharges by section you can add certain conditions. In the image below, the surcharge will be 10% of the base price for all buildings except if a building has metal siding. If siding is metal, the surcharge will be 20%.

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.

 

Apply a Change Prices of Line Items for Carports

For carports, you can choose to calculate the price adjustment based off just the base price and/or other building options. Depending on the categories you select in the Calculation section, the price of those line items will be adjusted based on the percentage amount set in the Amounts section. In the example below, all line items except for Services (i.e abor fees) will be increased by 10%.

Price adjustment on individual line items

In the Vary changes by section you can add certain conditions. In the image below, the price adjustment will be 10% on all line items listed in the design for all buildings except in the Blue Book region. If in the Blue Book region, the line items will be adjusted by 20%.

Vary by conditions on price adjustments

 

Apply a Change Prices of Line Items for Sheds

For Sheds, you can calculate the price adjustment off of the base price only or all line items in subtotal. If you select the Base price line items, only the base prices will be increased by 10%. In the example below, we have selected all line items in subtotal, which would increase each line item in the design by 10%.

In the Amounts section, you can enter the percentage amount. You can also round it to 0 or to other custom $ amounts.

Price adjustment on individual line items

In the Vary changes by section you can add certain conditions. In the image below, the price adjustment will be 10% on all line items listed in the design for all buildings except if a building has metal siding. If the siding is metal, the line items will be adjusted by 20%.

Vary by conditions on price adjustments

 

How to Publish Surcharges or Price Adjustments (All Products)

Before you can publish your pricing changes, you need to Preview the changes.

Once you preview your changes, the Publish button will be enabled. Once you confirm the changes, your site will be updated with the pricing changes.

How to Remove Surcharges or Price Adjustments (All Products)

To remove any surcharges or price adjustments that were published and revert back to your original prices, simply select the No Change option, Preview, and then Publish your changes. The 3D Builder will revert back to the original prices in our system.

The pricing 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.