Create New Price Line Items for Your Quotes

Pricing settings allow you to create price options, quoting rules, and rate types for pricing profiles. This article will show how to add, remove, and edit pricing line items.

1. In Trip Manager, navigate to Company → Settings → Pricing.

2. To create a new pricing option, click the Create new button. 

3. To create a new pricing option, follow these steps:

• Provide a unique name for the pricing option.
• Specify whether this pricing option should be set as a default for pricing profiles or quotes.
• Indicate whether it is taxable, non-taxable, a tax, or a post-tax. 
• Select the rate type. Once you select a rate type, you will be given unique pricing options. In the example picture below, you can see the options displayed for “Night” rate types. These options will vary depending on the type selected. 

4. Lastly, select an optional fixed company rate. Just so you know, this rate will be the same across all pricing profiles and can only be edited on this page. Make sure to click Save before exiting the page!