Assigning a price code to an item

Price codes enable you to reprice standard database items based on their price codes or to report on items in a sequence of your choice.

To assign a price code to an item:

  1. Open the Edit Items window in one of the following ways:

    On the ribbon, from the Elements group on the Data tab, click  Items.

  2. In the phases pane, select the phase that includes the item to which you are going to assign a price code.

    Tip: If you want to show only certain phases from a long list of phases, you can use the Search box above the phases pane to filter the phases using a keyword.

  3. On the items grid, select the item.

    Tip: For a long list of items, you can use the Search box above the grid to locate the item quickly.

  4. In the Price Code column for the item, type a price code (up to 20 characters) or click the list List button button to select from a list of price codes.

Tips:  

  • If your external pricing service is TRA-SER Pro, do not include dashes (-) when you enter the price code number.
  • You can use the Update Pricing by Price Code command to change prices of standard database items with the selected price codes and categories by a specified percent.