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:
- Log-in to your SumoQuote account.
- In the Configuration dropdown, click Account Settings.
- On the left, click Price List
- Click + Additional Pricing next to your default price list to add a new Beacon price list.
- Select the Beacon branch you would like to sync your pricing to.
- Click Next
- Optionally set a new name for your price list.
- Click Continue
Link Items
To link items in your default price list to your Beacon price list:
- With your Beacon price list open, click Link Item
- Search for and select the item in your default price list that you would like to link to Beacon.
- Click Next Step
- Search for and select the item in Beacon's catalog you would like to link to.
- Click Next Step
- Select the SKUs associated with the selected product you would like to use in your price list.
- 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:
- Click the pencil icon next to a linked item.
- Edit the item's labor and margin.
- 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
- Within a quote or layout, click on Layout Settings in the top right.
- Select the price list you wish to use.
- Click Save.
This price list will be set as the default price list for this layout.
In a Template
- Within a quote or layout, click on Template Settings in the top right.
- Select the price list you wish to use.
- Click Save.
This price list will be set as the default price list for this Template.
In a Report
- Within a quote or layout, click on Report Settings in the top right.
- Select the price list you wish to use for this report.
- Click Save.
This will only change the price list on a single report.
Updated 7 months ago