The following steps outline the process Agvance follows to determine the pricing hierarchy when invoicing.
Booking
Agvance first looks to the price entered on a Booking.
When product is booked, the price on the Booking is honored.
Delivery Ticket
Pricing on the Delivery Ticket is honored if there is no Booking entered.
Delivery Ticket with Booking
If a Booking is in place, when invoicing the Delivery Ticket, the product comes in with View displaying in the Level column.
Selecting View under the Level column then choosing the Booking changes the price to the booked price.
Selecting View under the Level column and choosing NOT to use the Booking changes the price to the customer level pricing.
Priced Delivery Ticket
Assuming no Booking is in place for this product when invoicing a priced Delivery Ticket for a customer who also has a Quote for the product entered on the Customer profile, the product comes in with Quote under the Level column and defaults to the price from the Delivery Ticket. The Quote notebook is red but does not default in the price.
Customer Pricing Level
If there is no Booking or priced ticket, pricing from the Customer profile is used.
