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GUIDE   Setting up your automated pricelist

Follow these 3 steps:

 

  1. Create a new pricelist

  2. Assign your pricelist with your harbour

  3. Activate the pricelist

Creating a new pricelist

Pricelists active in your harbour, are displayed in the Invoices and Reports menu, under Pricelists.

If there is no active pricelist assigned to your harbour yet, follow the instructions and proceed to Company pricelists section.

Active Pricelist In Harbour.jpg

In Company pricelists section start adding a new pricelist by pressing the +Add pricelist button on the header. Add pricelist dialogue appears.

PRICE LIST NAME

VALID FROM

The date of the pricelist to take effect

VALID TO

The date the pricelist is effective to

CHECK OUT

The latest time (Check out time) for leaving the harbour without adding the price for the next day.

CHECK IN

The earliest time to arrive into the harbour. If the vessel arrives before that time, the software calculates one day and adds another after the defined time.

 

NB! When the check in and out times are not important for you, just pick the check in time as early as possible and the check out time as late as reasonable.

ADD RANGE

to define the prices according to the length ranges

You can delete the predefined range by clicking the rubbish bin icon

NB! By range „0-5“ the software takes from 0 until 5 (included) and for the next range „5-10“ – the software takes from 5 until 10 (included)

NB! Ranges can´t overlap.

ADD TIME PERIOOD

to define different time ranges.

NB! Time ranges can be defined in hours (h) or in days (d).

NB! Longer periods must be set up according to the days. For example, if the season lasts from 01.05-30.09, then it is 153 days.

 

CANCEL

Cancels the changes

SAVE

Saves the pricelist

In the Company pricelists menu, you can now see the first pricelist

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