Price Lists > Activity Access
- Kye Hush
- Chris Vo
A price list is made up of activities (cost types) which define hourly rates for timesheets, price quotes, scheduled tasks, invoices, and the suggested profit margin on purchases.
The activity access feature is a way to control what activities can be used on a price quote, purchase order, schedule, or invoice. This is a great feature for those who have a retainer model based on roles.
The activity access feature can be found in the settings module > price lists & activities, and is usually managed by designated role(s) or person(s) within each agency.
SETTING UP ACTIVITY ACCESS
Go to the settings module > price lists & activities > select price lists
Select the price list you wish to manage activity access on
Click the enable activity access checkbox, a new activity access tab appears
Select the activity access tab > uncheck the activity box for any activities you do not wish to be used on price quotes, purchase orders, schedules, and invoices
Use the deselect all button if you have a very long activities list and then just check the boxes of the activities you want to appear on price quotes, purchase orders, schedules, and invoices
Once you have selected which activities have access, only these activities will be available for selection on price quotes, purchase orders, schedules, and invoices
If an employee is assigned an activity that is not on the activity access list, provided you have copied all activities onto the price list before using the activity access, their hourly rate will default to the rate on the overall price list for the job.
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