Creating a Price List
Use the Price Lists window to create a price list for your training activities.
To create a price list:
1. Enter a unique name for the price list.
2. Select a currency for the prices.
3. Check the Default box if you want the prices on this list to appear as the default standard price for events (in the Scheduled Events window).
Note: You can only have one price list in each currency as the default.
4. Enter a start and end date to define when the price list is effective.
In Training Units
5. Select Training Unit as the price list Type to create the price list for use by a prepurchase agreement in training units instead of money.
6. Select the type of training unit in the Unit field. for example, Half an Hour.
7. Enter the value of one unit in the Unit Price field, for example, 10.00.
You have now entered all the information you need for a price list in training units, so go to the last step.
In Money
8. Ensure that the Student alternative region is displayed to make entries priced on a per student basis.
9. Select the activity, enter the price, and enter a start date. The start and end dates of an entry must be within the start and end dates of the price list.
10. Display the Customer alternative region to make entries priced on a per customer basis.
11. Select the activity, enter the price and the range of student numbers to which it applies. Enter a start date for the entry.
See Also
Price Lists
Extending a Price List
Changing Price List Dates
Changing Prices for Entries Within a Price List