Hi all,
I am in the early stages of setting up the project service in our CRM and I have reached a conundrum around the setting up of price lists in our system.
When you are asked to create a new price list you have to set a time unit, the problem I am having is that we sell our services by hour and day. An example would be a day rate of x for an engineer and then an hourly rate of x for the same resource role. Its pretty common so I imagine it is something to do with the way we have set up our hierarchy.
We operate 3 business units and they sell to their own clients, we have created roles and we have created units of hour, day and week.
My problem is that if I set up a new price list based on the sales price and choose a time unit of a day, I cannot add a role price for an hour, to do this I have to create a new price list and as I am sure most people know when you build a quote you can only choose one price list??
to create multiple price lists is cumbersome and I am not sure if this would be the intention.
Can someone guide me please?
Thanks
Kerry