Add price tables
There are two parts to adding price tables:
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Set up the price tables you want.
Add a price table
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Go to Menu > Setup > Order Setup > Price Tables.
For versions earlier than V. 2020.2, go to Menu > Setup > Price Tables.
The Price Table page opens. -
In the Table Type field, select the table type you want.
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Claims Price Tables: Used to submit warranty claims for reimbursement.
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Invoice Price Tables: Used to bill customers for services provided.
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Repair Cost Tables: Used to set automatic markup for shop supplies and burden costs on repair orders. This lets shops automatically add a fee line based on parts, labor, or service costs.
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Select Add New.
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In the Price Table field, enter the table’s name.
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Select OK. The new table is displayed on the Price Tables page.
Select Cancel to close this window without saving your changes.
Set up a parts price table
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Do one of the following:
The Parts tab is displayed by default.
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Do one of the following:
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Specify a flat markup.
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Verify the Use Flat Markup button is enabled. The Cost Basis and Percentage fields are enabled.
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In the Cost Basis field, select the needed option.
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In the Percentage field, enter the percentage and press TAB.
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Specify cost markups.
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Select Use Flat Markup. The Percentage field is inactive and the Cost Markup and Component Markup sections are enabled.
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In the Cost Markup section, select Add. The Add Cost Markup window opens.
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Make entries in the Low Cost, High Cost, and Markup Percent fields as needed.
Trimble Transportation Recommends:
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The Low Cost of the first cost markup should be $0.00.
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The High Cost of the last cost markup should be a total high enough so that it is outside any reasonable price. An example is $1,000,000.00.
For details about individual fields, see Cost markup.
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Do one of the following:
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To save the price table and close the window, select OK.
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To save the price table and keep this window open, select Save & Add New.
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To close this window without saving your changes, select Cancel.
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Specify component markups
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Select Use Flat Markup.
The Percentage field is inactive and the Cost Markup and Component Markup sections are enabled.
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In the Component Markup section, select Add.
Note: Component markups have a higher priority than cost markups. This means that they will overwrite cost markups.
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Make entries in the Component and Markup Percent fields as needed.
If needed, select
Search and search for the needed component code. -
For details about individual fields, see Component markup.
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Do one of the following:
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To save the price table and close the window, select OK.
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To save the price table and keep this window open, select Save & Add New.
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To close this window without saving your changes, select Cancel.
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Select Save.
Set up a labor price table
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Do one of the following:
The Parts tab is displayed by default.
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Select the Labor tab.
The tab opens to display its information. -
Do one of the following:
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Specify a flat markup
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Verify the Use Flat Markup button is enabled. The Cost Basis and Percentage fields are enabled.
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In the Cost Basis field, select the needed option.
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In the Min Labor Hours field, enter the minimum number of labor hours.
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In the Percentage field, enter the percentage and press TAB.
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Specify cost markups
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Select Use Flat Markup.
The Percentage field is inactive and the Cost Markup and Component Markup sections are enabled.
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In the Cost Markup section, select Add. The Add Cost Markup window opens.
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Make entries in the Low Cost, High Cost, and Markup Percent fields as needed.
Trimble Transportation Recommends:
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The Low Cost of the first cost markup should be $0.00.
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The High Cost of the last cost markup should be a total high enough so that it is outside any reasonable price. An example is $1,000,000.00.
For details about individual fields, see Cost markup.
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Do one of the following:
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To save the price table and close the window, select OK.
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To save the price table and keep this window open, select Save & Add New.
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To close this window without saving your changes, select Cancel.
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Specify component markups
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Select Use Flat Markup.
The Percentage field is inactive and the Cost Markup and Component Markup sections are enabled.
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In the Component Markup section, select Add. The Add Component Markup window opens.
Note: Component markups have a higher priority than cost markups. This means that they will overwrite cost markups.
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Make entries in the Component and Markup Percent fields as needed.
If needed, select
Search and search for the needed component code.For details about individual fields, see Component markup.
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Do one of the following:
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To save the price table and close the window, select OK.
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To save the price table and keep this window open, select Save & Add New.
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To close this window without saving your changes, select Cancel.
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Select Save.
Set up a service price table
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Do one of the following:
The Parts tab is displayed by default.
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Select the Services tab.
The tab opens to display its information. -
Do one of the following:
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Specify a flat markup
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Verify the Use Flat Markup button is enabled. The Cost Basis and Percentage fields are enabled.
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In the Cost Basis field, select the needed option.
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In the Percentage field, enter the percentage and press TAB.
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Specify cost markups
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Select Use Flat Markup.
The Percentage field is inactive and the Cost Markup and Component Markup sections are enabled.
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In the Cost Markup section, select Add. The Add Cost Markup window opens.
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Make entries in the Low Cost, High Cost, and Markup Percent fields as needed.
Trimble Transportation Recommends:
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The Low Cost of the first cost markup should be $0.00.
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The High Cost of the last cost markup should be a total high enough so that it is outside any reasonable price. An example is $1,000,000.00.
For details about individual fields, see Cost markup.
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Do one of the following:
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To save the price table and close the window, select OK.
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To save the price table and keep this window open, select Save & Add New.
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To close this window without saving your changes, select Cancel.
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Specify component markups
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Select Use Flat Markup.
The Percentage field is inactive and the Cost Markup and Component Markup sections are enabled.
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In the Component Markup section, select Add. The Add Component Markup window opens.
Note: Component markups have a higher priority than cost markups. This means that they will overwrite cost markups.
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Make entries in the Component and Markup Percent fields as needed.
If needed, select
Search and search for the needed component code.
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For details about individual fields, see Component markup.
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Do one of the following:
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To save the price table and close the window, select OK.
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To save the price table and keep this window open, select Save & Add New.
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To close this window without saving your changes, select Cancel.
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Select Save.
Set up a vendor charges price table
To set up an Invoice or Claims vendor charges price table:
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Do one of the following:
The Parts tab is displayed by default.
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Select the Vendor Charges tab.
The tab opens to display its information. -
Do one of the following:
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Specify a flat markup
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Verify the Use Flat Markup button is enabled. The Cost Basis and Percentage fields are enabled.
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In the Cost Basis field, select the needed option.
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In the Percentage field, enter the percentage and press TAB.
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Specify cost markups
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Select Use Flat Markup.
The Percentage field is inactive and the Cost Markup and Component Markup sections are enabled.
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In the Cost Markup section, select Add. The Add Cost Markup window opens.
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Make entries in the Low Cost, High Cost, and Markup Percent fields as needed.
Trimble Transportation Recommends:
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The Low Cost of the first cost markup should be $0.00.
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The High Cost of the last cost markup should be a total high enough so that it is outside any reasonable price. An example is $1,000,000.00.
For details about individual fields, see Cost markup.
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Do one of the following:
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To save the price table and close the window, select OK.
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To save the price table and keep this window open, select Save & Add New.
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To close this window without saving your changes, select Cancel.
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Specify component markups
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Select Use Flat Markup. The Percentage field is inactive and the Cost Markup and Component Markup sections are enabled.
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In the Component Markup section, select Add. The Add Component Markup window opens.
Note: Component markups have a higher priority than cost markups. This means that they will overwrite cost markups.
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Make entries in the Component and Markup Percent fields as needed.
If needed, select
Search and search for the needed component code. -
For details about individual fields, see Component markup.
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Do one of the following:
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To save the price table and close the window, select OK.
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To save the price table and keep this window open, select Save & Add New.
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To close this window without saving your changes, select Cancel.
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Select Save.
Set up a fuel tickets price table
You can only set up a fuel tickets price table for Invoice price tables.
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Do one of the following:
The Parts tab is displayed by default.
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Select the Fuel Tickets tab. The tab opens to display its information.
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Do one of the following:
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Specify a flat markup
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Verify the Use Flat Markup button is enabled. The Cost Basis and Percentage fields are enabled.
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In the Cost Basis field, select the needed option.
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In the Percentage field, enter the percentage and press TAB.
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Specify cost markups.
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Select Use Flat Markup. The Percentage field is inactive and the Cost Markup and Component Markup sections are enabled.
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In the Cost Markup section, select Add. The Add Cost Markup window opens.
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Make entries in the Low Cost, High Cost, and Markup Percent fields as needed.
Trimble Transportation Recommends:
-
The Low Cost of the first cost markup should be $0.00.
-
The High Cost of the last cost markup should be a total high enough so that it is outside any reasonable price. An example is $1,000,000.00.
For details about individual fields, see Cost markup.
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Do one of the following:
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To save the price table and close the window, select OK.
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To save the price table and keep this window open, select Save & Add New.
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To close this window without saving your changes, select Cancel.
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Specify component markups
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Select Use Flat Markup. The Percentage field is inactive and the Cost Markup and Component Markup sections are enabled.
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In the Component Markup section, select Add. The Add Component Markup window opens.
Note: Component markups have a higher priority than cost markups. This means that they will overwrite cost markups.
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Make entries in the Component and Markup Percent fields as needed. If needed, select
Search and search for the needed component code.
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For details about individual fields, see Component markup.
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Do one of the following:
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To save the price table and close the window, select OK.
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To save the price table and keep this window open, select Save & Add New.
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To close this window without saving your changes, select Cancel.
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Select Save.
Set up a miscellaneous fees price table
You can only set up miscellaneous fees price tables for Invoice and Repair Cost price tables.
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Do one of the following:
The Parts tab is displayed by default.
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Select the Misc Fees tab. The tab opens to display its information.
For details on individual fields, see Misc Fees tab.
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In the Misc Fees Information section, select the charge category and enter the fee’s description.
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If the fee is taxable, select Taxable.
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Do one of the following:
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Specify a percentage markup
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Select Percentage. The Percentage, Min Amount, and Maximum Amount fields are enabled. Also, the system enables the following options: Calculate on Parts, Calculate on Labor, and Calculate on Services. The Flat Fee field is inactive.
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Make entries in the Percentage, Min Amount, and Maximum Amount fields as needed.
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Specify what the fee applies to by toggling the options to YES.
Note: You must toggle one option to YES.
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Specify a flat fee
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Select Flat Fee.
The Flat Fee field is enabled. The Percentage, Min Amount, and Maximum Amount fields are inactive. Also, the system inactivates the following options: Calculate on Parts, Calculate on Labor, and Calculate on Services.
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In the Flat Fee field, enter the flat fee and press TAB.
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Select Save.