Price Tables

Interact is capable of supporting multiple price tables. Upon installation, Interact installs a Default Price table and a Minimum Charges table. These tables cannot be deleted or renamed. Additional price table names can be added using the Price Table tab. Prices and rates are entered using the Prices tab.

Price Table for Locations

Use Price Tables to create a custom price table for each location when using the Locations table.

To add additional price tables, select Maintain | Prices. A window similar to the following will appear.

Add a New Price Table

To add a new Price Table, click the Add New button (green plus symbol). A blank form appears.

A valid entry only requires a Code and a Description.

The Code can be up to twenty (20) characters in length and is an alpha numeric field.
The Description can be up to sixty (60) characters in length.

Enter a valid price table Code and Description. Click the Save Changes button to continue.

Inactive – When checked, this price table is inactive. It will not appear in any drop-down lists on other screens.

To undo any changes click the Undo Changes button.

General Settings

Default Price Table

A default price table code other than -1 None can be selected by checking the Default Price Table options box. The price table selected as the default price table will be used during a transaction. The default price table selected for an individual customer account will override this option.

Custom Fields

Custom fields can be used to store additional information. This information can be printed on tickets or used when exporting data for other software applications such as 3^rd party accounting systems.

Up to five (5) custom fields can be activated for a price table.

To activate custom field, select Setup | Configure - Price Table.

Once active they will be available in the Custom Fields section of the Price Table. In the following example two of the five fields have been enabled.

Editing an Existing Price Table

Changing the Price Table Code

To change the Price Table Code for an existing Price Table, select the price table from the list or use the search field. Make desired changes and click the Save Changes button. A window similar to the following appears.

Click the Change existing code button to change the code and save.
Click the Cancel button to not save changes and restore the original value
Click the Make a copy instead button to create a new record.

Changing the Price Table Description

To change the Price Table Description for an existing price table, select the price table from the list or use the search field. Make desired changes and click the Save Changes button. A window similar to the following appears.

Click the Change description button to save the changes and return to the Origin Table.
Click the Cancel button to cancel all changes.

Delete a Price Table

To delete a Price Table, select the price table from the list or use the search field and click the Delete Record button. A window similar to the following will appear.

Click Yes to delete the price table. Click No to cancel the deletion and return to the price table.

Error

A Price Table cannot be deleted from the database if it is associated with a record in another table; such as the account or transaction table.

If a transaction has not been created using the price table, it may be possible to edit the other tables and remove or change the price table and try deleting it again.

If a transaction has already been created using the price table, it is best to set the price table Inactive.

Prices

Use the Prices tab to define rates for each material in each Price Table. Standard price tables include Default Price and Minimum Charges.

Default Price Table

To open the Prices table, select Maintain | Prices and click the Prices tab. Materials and prices for the selected table will appear. The following is an example of the Default Price table..

Price - Additional Price Tables will be listed under the Price drop-down list. All materials from the Material table will be listed in the Default and Minimum Charges tables. Additional price tables will list only those items that have been added. The minimum charge rate will be applied to all charges that are less than the minimum charge value.
Price Component - Up to three (3) price components can be enabled. Use the drop-down list to select from the active price components. To configure price components select Setup | Configure - Prices.
Direction - Rates can be entered for a material when there is a charge for a product coming into the facility or going out of the facility. There is no need to add additional material items. Click the radio button to toggle between the Incoming price and Outgoing price tables.

Entering Rates

Each direction table allows rates to be entered for weight (pounds, tons, kilograms, or metric tons), yards, and count. Additional fields are available for designating whether the rate is a By Load fee, Taxable, Discountable, or a (R) receivable (incoming cash flow) or (P) payable (outgoing cash flow) rate.

Weight - How a weight based rate is entered is determined by the Unit of Measure (UOM) set for the Rate Basis. To change the Rate Basis UOM select Setup | Configure - Prices. Tons will be used for our examples.
Unit - When a material is sold as a per unit item, enter the rate for a single item.
Yard - When a material is sold as a per yard item, enter the rate for one yard of product.

Examples

Enter a rate for each UOM the material could be sold by. For example, tires brought to a solid waste facility may be weighed if they arrive in a semi truck or counted individually if a resident brings in only a few tires. The per ton rate would be entered in the Weight column and the rate for each individual tire would be entered in the Unit column.

Another example could include mulch. Larger semi trailer loads may be weighed, but smaller residential loads may be charged a per yard fee.

By Load - Check this box when the rate in the Weigh column is a flat per load fee. Regardless of the Net Weight, the customer will be charged the flat fee set in the Weight column.
Taxable - Default setting is checked. When unchecked taxes will not be calculated for the material even when a Tax Code is selected during a transaction. The Job table also controls whether or not a material is taxable. A taxable material within a job will take precedence over the Prices setting and calculate a tax when set to taxable. This is a global setting for all Price Components.
Discountable - Enables the material item to allow for a discount to be applied during a transaction. The discount percentage can be set globally or per account. This is a global setting for all Price Components.
- To set a global Immediate Discount, select Setup | Configure - Standard Terms. Enter the discount percentage in the Immediate Discount field.
- To set an Immediate Discount for a specific account, select Maintain | Accounts - Terms. Select the account from the available list, click the Terms tab, then click Set Custom Terms button. Enter the discount percentage in the Immediate Discount field.
Rcv/Pay - (R) indicates the rate is a receivable (incoming cash flow). (P) indicates the rate is a payable (outgoing cash flow). This is a global setting for all Price Components.

Global Settings

The Taxable, Discountable, and Rcv/Pay settings are a global setting for all Price Components.

Click the Save button to save changes. Click the Undo button to cancel any changes.

The Save and Undo buttons will not be become available after making a change until a field in a different record is selected.

Minimum Charge Table

The Minimum Charges table is available to assign minimum charges for individual items. When the total charge of a transaction does not meet the minimum charge requirement, the total charge will be replaced with the minimum charge. When entering a minimum per weight fee, the By Load flag must be checked. The following is an example of a Minimum Charges price table where each weighed item has a minimum charge set.

For example, material 001 - 1/4 - 3/4 Washed Rock has a default rate of $2.50 per ton and a minimum charge of $10.00. A purchase of 2.5 tons of this material would calculate a total charge of $6.25 (2.5 tons * $2.50). Because the total charge is less than the minimum charge, Interact will automatically replace the total charge with the $10.00 minimum charge.

When using Price Components, be sure to enter the minimum charge for each price component.

Add or Delete a Material from a custom table

Add Material

To add a material to a price table, select the price table from the Prices drop-down list. Click the click the New button.

Select the material from the Add Rate from Material drop-down list. Click the New button to the right of the Add Rate from Material drop-down list to add the material. Enter rates and set options, then click the Save button to save changes.

Click the Delete button to cancel the add.

To add all material items to a Price Table, click the Add All button. The following message will appear.

Click Yes to add all items to the Price Table
Click Cancel to return to the Prices window.

Enter rates and set options, then click the Save button to save changes.

Delete Material

To delete a material from the price table click the Delete button to the right of the material to be deleted.

Select Yes to delete the material from the price table.
Click Cancel to return to the price table.

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