How to set Product/Price List and Line Items for a Service Company? RRS feed

  • Question

  • Hi All,

    We are a service company that provides portfolio management services. I am in the middle of setting my products but I am not sure how the 'Price List' item works. For example;

    We have a fixed-fee services:

    'Advisory' with a fixed fee - £4,000

    Other Services have multiple line-items:

    Portfolio Management - PM Base - £10,000

    PM Item one - £500
    PM Item two - £10,000
    PM Item Three - £800

    How do I set these up?

    Thank you for any help provided.

    • Edited by MaryJHall Monday, December 2, 2013 3:16 PM
    Monday, December 2, 2013 3:16 PM

All replies

  • Are you saying that the 'Advisory' is a single item, where as 'Portfolio Management' has a flat fee and additional fees  based upon what work is undertook?  Is the base a single fee per transaction or is it a period fee i.e. a fixed fee charge for a year / month...

    I would set them all up as single items but have a little scripting on the form that handles the logic around if 'PM Item One' is selected without the base being selected.

    Hope that helps?


    Monday, December 2, 2013 3:30 PM