Price lists
In VOGSY's back office, you can set up price lists. Price lists are a central place where you manage activity sales rates for a group of customers. These groups can be defined by a region, country, or any other grouping to which you want the same service pricing to be applied.
Note that each price list has one currency.
When you create a project for a customer with a price list in a specific currency, the invoicing currency of that project will always be the currency of the price list.
Each customer can have one price list. VOGSY uses the rates on that price list for all projects created for this customer.
However, selecting a different price list with a different set of sales rates per project is possible.
Periods
You can set the validity timeframe for a price list.
When creating a project, the sales rates for activities are set in the calculation. The start date of the calculation is matched against the periods of a price list.
This way, you can set up new pricing for a future period, such as next year, in advance.
Pricelists from a previous period can be duplicated for convenience.
Prices can be expressed in hourly or daily sales rates.
Extend and index
Periods can be extended for a new period. The extend button creates a new period, and all activities and their sales rates are copied.
If necessary, the sales rates for the new period can be indexed by a percentage or increased by a fixed amount.