Overview

A custom pricing option is a named pricing rule you create once and then pick on any order line. For example, "Insurance flat rate" or "Cost plus 15%". When you choose it on a line, Fixably works out the price for you.

Setting one up takes three steps:

1. Create the option in System Settings.
2. (Product specific options only) Add a price for each product.
3. Choose the option on an order line.

Before you begin

• You need permission to manage custom pricing options in System Settings. Ask your Fixably admin if you do not see Custom Pricing Options in the System Settings menu.
• To change the price on an order line by hand after choosing an option, your role needs permission to change order line prices.
• Decide which type of rule you need. See Choose a type below.

Choose a type

Each option has a Type. The type decides how Fixably calculates the line price.

All prices above are before tax unless the table says otherwise. Fixably adds the product's tax rate on the line as usual.

Create a custom pricing option

1. Open the user menu (top right) and go to System Settings.
2. In the menu on the left, click Custom Pricing Options.
3. Click New pricing option. A form opens on the right.
4. Fill in the fields (see Form fields below).
5. Click Save. You see "Pricing option saved" and the option appears in the list.

Form fields

The form changes slightly based on the Type you pick.

Add per-product prices (Product specific only)

A Product specific option has no price of its own. You give it a price on each product that should use it. There are two ways.

In the product:

1. Open the product and edit it.
2. Go to the Pricing options tab. You see one section for each active Product specific option.
3. Enter a Price (before tax) and, if you want, an EAN/GTIN.
4. Save the product.

To remove a product's price for that option, clear the Price field and save.

With a product import:

Each active Product specific option adds two columns to the product import:

Important: A Product specific option only shows on an order line for products that have a price for it. Products without one will not list the option at all.

Use an option on an order line

1. Open the order and edit the product line (or add a new one).
2. Open the Price type dropdown.
3. Under the Custom pricing options group, pick your option.
4. Save the line.

The line price is set from the option, and the option's name is saved on the line.

Check it worked: the line shows the calculated price. If you do not see your option in the list, see Troubleshooting below.

Changing the price after picking an option

The option only gives a starting price. It does not lock it.

• If your role can change order line prices, type a new price and save. Your price stays.
• If your role cannot, the line keeps the option's price.

Note: If the order has a price list, the price list price still wins over the custom pricing option.

Disable or delete an option

On the Custom Pricing Options list, click the gear icon on the option's row.

• Disable hides the option from new order lines. Lines that already use it keep it. Click Enable to bring it back.
• Delete is in the edit form. Click Edit, then Delete at the bottom, and confirm. Lines that already used the option keep their price.

We recommend Disable over Delete if you might need the option again.

Examples

Insurance flat rate of 25 before tax
Type Fixed no tax, Price 25.

A 49 fee shown to customers with tax included
Type Fixed, Price 49.

Cost plus 15%
Type Margin %, Base price Purchase price, Price type Selling price, Margin % 15.

Selling price plus a 10 handling fee
Type Addition, Base price Stock price, Price type Selling price, Price 10.

Free of charge (goodwill)
Type Zero, Price 0.

Troubleshooting

"Price should be zero with type Zero"

You chose Zero but entered a price. Set Price to 0.

"Price for product specific custom pricing option must be 0.0"

Product specific options cannot have their own price. Leave Price at 0 and set prices on each product instead.

"Maximum length for EAN is 14 characters"

Shorten the EAN/GTIN value to 14 characters or fewer.

My option is missing from the Price type dropdown

Check these in order:

1. The option is disabled. Enable it from the gear menu.
2. It is a Product specific option and this product has no price for it. Add one on the product's Pricing options tab.
3. It uses Price type: Addon with Addition, and the product has no Apple GSX Addon price.

The line price is not what I expected

• Fixed includes tax, so the price before tax is lower than the number you entered. Use Fixed no tax if you entered a price without tax.
• Base price: Purchase price starts from cost, not from the selling price.
• The order has a price list, which overrides the option.
• Price type: Warranty always gives 0.

The Pricing options tab is missing on a product

The tab only appears when you have at least one active Product specific option and your role can see and change product prices.

Delete does nothing on a Product specific option

The option still has prices on some products. Disable it instead, or clear its price on those products first and try again.

The line price did not round up to our minimum selling price

This is expected. The minimum selling price setting does not apply to custom pricing options.