Price List

Overview

The SoloAssist Price List is setup with Categories of Group with Items. To find or search groups or a specific item, select a Supplier, then a Category, then the Group, then the available items will show. If you can't find the group or item you're looking for, try using the search box. It allows you to customise the Price List to suit your own requirements.

Note: SoloAssist does not update its Price List pricing rates for you. The sample template and supplier name 'Generic Rates' is for sample and demonstration purposes only. So you will need to update the Price List rates with your own suppliers pricing rates for the region of use.

You can add your own suppliers with their pricing and either manually update the prices, or import the suppliers price file and link their items into the SoloAssist Price List items which will automate the future price updating. But preferably, we want to get you and your suppliers connected with SoloAssist Live Pricing which automates the pricing updates 24/7 and lets you send purchase order directly into each suppliers system. If your supplier is not already connected with SoloAssist Live Pricing, please get them to contact us. We are ready to help them help you!

Toolbar


New Category

This adds a new Category to the Price List in alphabetical order. A Category is built-up of Groups of Items which you will see in the Price List columns and rows. If you need the Category as a Timber selection in the Timber List, then select Link to Timber List.


Edit Category

Opens the selected Category to edit its name or merge it into another Category. If you need the Category of groups and item in the Timber List, then select Link to Timber List.


Delete Category

This deletes the selected Category with it's groups and Items from the Price List. Once deleted, it cannot be undone.


New Group

Adds a New Group alphabetically to the selected Price List Category.


Edit Group

Opens the selected Group to view or edit. This allows you to change which Category the Group belongs to, Link or Unlink the Category to the Timber List, or Merge the selected Group into another Group.


Delete Group

This deletes the selected Groups of items from the Price List. It will delete any suppliers pricing linked to the selected items. Once deleted, it cannot be undone.


New Item

Adds a new Item to the selected Group and Category. When selected you will see a new Item row appear in the group you have selected ready for you to enter its details.


Merge Items

This allows you to move price list items to another Group or Category. Use the tick box to select the items you want to move, then click Merge.


Delete Item

Adds a new Item to the selected Group and Category. When selected you will see a new Item row appear in the group you have selected ready for you to enter its details.


Move Items

Use your mouse cursor to drag & drop items up or down a group to relocate it.


Link Report

This report shows the Price List Items linked to Cost Schedule Items. If any links are broken then they will show in this report. Just double-click on the broken link to reconnect it again.


New Supplier

This adds a new Price List Supplier. You should add all you Suppliers into the Price List and connect them to their details in the Suppliers view.


Edit Supplier

Opens the Supplier to edit its name and options. If you have this supplier connected in live pricing it should be showing connected in this window. Also, to automate Suppliers details for ordering you should connect each Price List supplier to their details in the Suppliers view.


Delete Supplier

This deletes the selected Supplier with their pricing from the Price List. Once deleted, it cannot be undone.


Price Rise

This feature allows you to apply a supplier Price Rise percentage % over a group or multiple groups of items within a selected Category. You can also enter a negative percentage (- 0%) to apply a price reduction.


Copy & Paste

Allows you to Copy & Paste Items or Groups of Items to another location in the Price List.


Price List Export

This allows you to Export the Price List Categories, Groups and Items to CSV or Excel.


Help Centre

This opens the SoloAssist Help Centre to the topic you are currently in.


Live Pricing

Learn more

SoloAssist Live Pricing lets you manually import a supplier price file or connect directly to a supplier to download your account pricing 24/7. It connects to your SoloAssist Price List items updating them as needed. Once setup, it will save you countless hours updating your prices.

Get smart and automate the process, call your suppliers to get connected with SoloAssist Live Pricing.

Go to Live Pricing to learn more

How do I...

Activate my Price List database?

The Price List database can only be activated once. Make sure you follow the steps below. Once the Price List database is activated, then only quote files that originate, derive or copied from the original quote template that the Price List database was activated from will have this feature. Unfortunately, existing quote and job files will not be compatible.

Step 1
Open the quote or job file that has the most up to date SoloAssist Price List. This quote file template Price List will setup your future cross file shared Price List database.

Step 2
Go to the Home (menu) ► OptionsDatabasesPrice List File Location ► press Activate.

Step 3
After you have successfully activated, the button should now say Activated. Now that you've activated this quote file template, all quotes copied or created from this template or any other quote template derived from it will have the shared Price List database. Unfortunately all other existing quotes or job templates will not be compatible with this feature. As you do more quotes into the future, then all your quotes and job will start having the as a standardised feature across all quotes & jobs.

Step 4
If the Price List database was created successfully, then an Update Pricing button will appear next to the Contract Total as shown.

Merge Groups?

Step 1
In the Price List, open the Group you want merged by double-clicking on its heading.

Step 2
Then select Merge To, and select the Group from the drop-down list you want your Group of items merged to.

Then click OK.


Step 3
The items will now be merged to the bottom of the Merged To Group.

Add a new Supplier?

In the Price List, select New Supplier from the toolbar. Then enter the Price List Supplier Name.

Use the Supplier Link to connect their price list to there details in the Suppliers view. This automates the ordering process by substituting the pricing in the quote for the supplier's Price List pricing. This can be used on the purchase order directly.

Make sure you select the Supplier name first, before entering any Rates.

Link Live Pricing items to Price List items?

Once you have connected to your supplier and downloaded their price file and it's showing in Live Pricing on the right-hand side of the screen. Then you can drag & drop the items from Live Pricing across onto the existing items to link them, or you can opt to add them as new items in your Price List.

See Live Pricing to learn more

Link a Price List Supplier to their details in the Suppliers view?

If you have the same Supplier set up in the Suppliers view and the Price List, then you can link them by opening the Edit Supplier window and select their name in the Supplier Link field.

Alternatively, you can link it from the Edit Supplier window in the Suppliers view. Once they are linked, it will show as linked in both places.

Troubleshooting

Importing a CSV file to Excel

Open Microsoft Excel ► Open New Blank workbook ► Go to the Data tab ► Select From Text/CSV (Get & Transform Data) ► then find & open the CSV file you're wanting to view or edit ► File Origin 1252: Western European (Windows) ► Delimiter Comma ► Select Load

Items not linking from Live Pricing to the Price List?

Beware that Live Pricing Items without Item codes will not create a future link for auto-update pricing. However, when first trying to link each item without an item code, it will still carry across the Rate or Price and update the Pricing Date.

Note: Supplier Item codes are the only way SoloAssist can link and track items for future auto-update pricing.

A Live Pricing Suppliers item will turn Black when linked and remain Red if unlinked to a Price List Item.

The Price List is showing different between devices?

This is a device setup issue.


General

Each quote file needs its own price list so its pricing doesn't conflict with other quotes of the past or in the future. After activating your Price List database in the Home menu Options, only then can you share your Price List database between quote files. This is a separate Price List that enables you to share pricing between compatible quote files. Your shared Price List database is only compatible with quote files that have derived from the original quote/job file that you activated your Price List database from. This can be recognised by checking beside the Contract Total Display with an Update Pricing button. Incompatible quote/job files will not have it. These quote/job files that have the Update Pricing button, means your SoloAssist Price List is in those quote/job files is shared between all other quote files that are activated with it.


Shared Price List Folder

Make sure you have setup a central share folder between all devices with your SoloAssist Databases and Settings folders copied into it. Then open SoloAssist on each device, go to Home menu ► Options Databases and make sure the Databases Folder Location is set the same on each device. Use the Change button to set the new shared location. This will ensure all devices are using the same Company Details, Suppliers Details, and Price List File Location.


Default Folder Location

By default, SoloAssist installs and saves your Databases and Settings to the following locations:

Folder Location: (C:) This PCUsers (Your Name) DocumentsSoloAssistDatabases (folder)

Folder Location: (C:) This PCUsers (Your Name) DocumentsSoloAssistSettings (folder)

Note: If you have previously moved these folders or files to a different location, then these folders will not contain your latest Database and Settings files. In this case, you will need to find and link to their new location.

e.g. Onedrive or Dropbox may have automatically changed this location with their auto save location.


See Options to learn more


If you require assistance, please contact your local IT technician.

Error Message - Unable to connect to the Price List database.

This error message window shows when the Price List database file location cannot be found. Typically, this happens when you have either moved its location to OneDrive, SharePoint, Dropbox, Google Drive, etc. Or you have changed computers and not copied across your SoloAssist database files from your old computer. Check in your SoloAssist Home menu Options, that your Databases Folder Location and Price List File Location are setup to use the correct Price List database file. e.g. PriceList.sdb


By default, SoloAssist installs and saves your Databases and Settings to the following locations:

Folder Location: (C:) This PCUsers (Your Name) DocumentsSoloAssistDatabases (folder)

Folder Location: (C:) This PCUsers (Your Name) DocumentsSoloAssistSettings (folder)


If you require assistance, please contact your local IT technician.

Price List won't open. It's showing an Error Message.

If you have an activated Price List database, then it may have become corrupted. In this case, the below steps will help you replace it with a new one.

Try the following steps to resolve the issue.


Step 1
Close SoloAssist on all devices connected to the PriceList.sdb database file.

Step 2
Go to the location of the PriceList.sdb database file.

Step 3
Create a new folder called 'Temp Hold'. Then cut & paste the PriceList.sdb file into the 'Temp Hold' folder.

Step 4
Open SoloAssist again, then open the latest quote file with your latest Price List changes.

Step 5
Go to the SoloAssist Home menu Options Databases Price List File Location ► click Activate.

Step 6
Open the Price List. It should now be working as per normal again.

Step 7
Go back and delete the 'Temp Hold' folder.

If you require assistance, please contact your local IT technician.