Beacon Price Lists

🚧

Set Up Default Pricing First

In order to create a Beacon price list, you need to have a populated product list with default pricing created first. This is covered in the Level 2 setup guide. Learn more about setting up your default price list here.

Add a Beacon price list to get up to date material costs from your Beacon Pro+ account. Any item in your default price list can be linked to an item in your Beacon price list. Before getting started, make sure that your Beacon Pro+ account is linked to SumoQuote.

Set Up a Beacon Price List

Add a New Beacon Price List

To create a new price list connected to a Beacon branch:

  1. Log-in to your SumoQuote account.
  2. In the Configuration dropdown, click Account Settings.
  3. On the left, click Price List
  4. Click + Additional Pricing next to your default price list to add a new Beacon price list.
  5. Select the Beacon branch you would like to sync your pricing to.
  6. Click Next
  7. Optionally set a new name for your price list.
  8. Click Continue

Link Items

To link items in your default price list to your Beacon price list:

  1. With your Beacon price list open, click Link Item
  2. Search for and select the item in your default price list that you would like to link to Beacon.
  3. Click Next Step
  4. Search for and select the item in Beacon's catalog you would like to link to.
  5. Click Next Step
  6. Select the SKUs associated with the selected product you would like to use in your price list.
  7. Repeat for each item you would like to include in your Beacon price list.

Edit Item Pricing

To link items in your default price list to your Beacon price list:

  1. Click the pencil icon next to a linked item.
  2. Edit the item's labor and margin.
  3. Click Save.

🚧

The material cost of items linked to Beacon is set automatically and cannot be edited.

Using a Beacon Price List

In a Layout

  1. Within a quote or layout, click on Layout Settings in the top right.
  2. Select the price list you wish to use.
  3. Click Save.

This price list will be set as the default price list for this layout.

In a Template

  1. Within a quote or layout, click on Template Settings in the top right.
  2. Select the price list you wish to use.
  3. Click Save.

This price list will be set as the default price list for this Template.

In a Report

  1. Within a quote or layout, click on Report Settings in the top right.
  2. Select the price list you wish to use for this report.
  3. Click Save.

This will only change the price list on a single report.


Did this page help you?