What it is for
Smart pricing rules put elements on your quote that are not visible in the pool, for example excavation work or piping.
We help you set it up. These pricing systems are quite complicated, so do not hesitate to reach out. Send us three or four of your quotes and we plan a conversation of 15 to 20 minutes. Then we do the full setup for you. Making small changes yourself is much easier afterwards.
Quote settings
Go to Settings and open Quote settings. Here you set:
- your company information and VAT number, which appear on your quote
- your default VAT. In Belgium that is 21%, in your country it may be different
- certain dimensions, such as the wall thickness, the bottom thickness and the excavation margin. These are different for every company. For example, change them if your base plate is 40 cm or 25 cm
Add rules
Click Add rule to make a new rule. The video looks at an existing rule, digging works. Click Edit to see how it is built:
- When a quote is created, add the line digging works.
- The value it uses is a property of the design, here the excavation volume. You can choose from the 18 technical calculations.
- The price is a price per unit. In the example it is 10 per cubic meter of excavation volume.
This way you can set up 10 or 20 rules.