Pricing items in Commusoft allow you to add non-physical charges like 'call-out fees' or congestion charges to invoices on both the web and mobile app. On estimates, these pricing items are accessible through the mobile app only. Customizing pricing items on your desktop ensures that your business-specific charges are accurately captured.
Pricing items cannot be used for estimates on the web.
View Setting
➡️ Profile icon > Settings > Pricing > Pricing items > View
Add a Pricing Item
To add a single pricing item, complete all fields (mandatory). For bulk uploads, use the Import your pricing items list feature.
➡️ Click Add a pricing item
Description: Briefly describe the pricing item.
Nominal code: Link to an Expense nominal.
VAT: Choose from the dropdown.
Unit price: Specify the sale price to your customer.
Save: Click Save upon adding them.
Managing a Pricing Item
Once added the pricing items, you can manage them as needed.
To edit a pricing item,
➡️ Edit > Amend > Save
To delete a Pricing Item
➡️ Delete > Type Delete > Delete
Pricing items can only be deleted if not used. If used, it must be archived.
Archive a Pricing Item
➡️ Delete > Type Archive to confirm > Archive
Both "Delete" and "Archive" actions are irreversible.
Advanced Options
There are two major options available under advanced options to import or export the pricing items.
Import Your Pricing Items List
You can bulk import pricing items via a CSV file. The process runs in the background, allowing you to continue using Commusoft. If your CSV file has a header row, mark the checkbox accordingly.
➡️ Choose Advanced options at the bottom > go to Import your pricing items list > Click Upload your CSV.
To upload a file,
Select file from your device
Complete the "Column" mapping
Click Save
Once saved, you'll be redirected to the settings page. A notification and email will be sent upon completion of the import.
Your system will auto-map columns based on your CSV header. Correct any mismapped fields by selecting the appropriate column.
Downloading Your Pricing Items
You can export your current pricing items to your device as an XLS file.
➡️ Choose Advanced options > Go to Download pricing items > Click Download Excel.
To export the pricing items,
Start the download
Receive a browser notification once complete.
Clean Your Data
Ensure all data is clean and precise to prevent import errors. Ensure the CSV includes the following mandatory columns:
Description: Must not contain commas.
Nominal code: Must match an existing code in the system.
Tax/VAT: Must be a valid tax rate or description without a "%" symbol.
Unit price: Should be a valid number (e.g., 10, 10.00), without any currency symbols.
If your account has complex tax enabled, "Tax/VAT" refers to the tax description.
Updating Your Pricing Items via CSV
To update existing pricing items, keep the Description unchanged, and update Nominal code, Tax/VAT, or Unit price as needed. Changes will apply only if all information adheres to the import criteria.
Steps:
Download your pricing items > Open the XLS file.
Delete the ID column > Make necessary edits.
Save as a CSV > Re-import your pricing items list.
Description: Must remain unchanged to update; otherwise, a new item will be created.
Nominal code: Can be updated.
Tax/VAT: Can be updated.
Unit price: Can be updated.
Ensure all imported data is accurate. Commusoft is not responsible for the quality or content of the imported data.