SOR lists allow you to have different price points for goods or services based on the SOR List Price Levels that have been configured in Site Administration. For example, you may have a loyalty scheme with different rates for VIPs, Return Customers, and Seniors.
SOR lists can also be used to add material items associated with a service to:
Can't see stock or pricing in Field?
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Create an SOR List
Before creating an SOR list, you will need to create SOR inventory items and set up the SOR list price levels in Site Administration.
- Go to Manage > Inventory.
- On the Inventory Lists tab, click Add Inventory Lists.
- Select an Inventory List Category by clicking the (magnifier).
- Enter an Inventory List Name, e.g. Hot Water Service Promotion.
- Set the List Type to SOR.
- Click Save.
- To add items to the list, click Edit Inventory List Items:
- Click Add Items.
- Search for the SOR Item or material item from your inventory, double-click or single-click it, and then click Select Inventory to add it to your list.
- Click Save.
- You can now enter a fixed sell value (ex. GST) for each price level.
Material item pricing will not be visible as it is not administered through an SOR List. For more information, see the instructions in Inventory Item Pricing.
- Click Save.
- Click x to close the window.