Managing assignable price lists

Overview

This page describes how to manage assignable price lists.

Assignable price lists enables administrator to define prices of printing, copying or scanning. These price lists can be assigned to:

  • users

  • cost centers

  • devices

images/s/-3eliqb/8502/404359a7d2ab19c9c7c58d12013124a386b28257/_/images/icons/emoticons/lightbulb_on.svg  Also note that there are some rules and dependencies which could not be obvious at first sight.

  • Devices must always have some price list assigned.

  • When both device and cost center of user have different price lists assigned, the one assigned to cost center of user is used.

  • When both cost center of user and user have different price lists assigned, the one assigned to user is used.

  • When both device and user have different price lists assigned, the one assigned to user is used.

Displaying price lists

In the YSoft SafeQ Web interface, select Billing > Price lists. Price list page contains list of price lists which can be assigned to users, cost centers or devices.

images/download/attachments/21961840/pricelists-web.png

Managing price lists

Adding price lists

To add price list follow these steps:

  1. Select Add new item button.

  2. Price list dialog is displayed and you can set price list name, prices and VAT value.

  3. Select Save changes button to save your price list.

images/download/attachments/21961840/pricelists-assign.png

Assigning price lists

Since price lists can be assigned to devices, cost centers or users, there are more ways to assign them.

Assigning price list from Price list dialog

After price list is saved there are new tabs in Price list dialog displayed.

images/download/attachments/21961840/pricelists-assign2.png

Select according tab. Dependent on what is target of your assignment.

Assigning through Price list dialog - Devices tab

In case you select Devices tab you will see list of devices which are using current price list or in case you are assigning currently created price list, list will be empty as you can see on the picture below.

To assign price list select Assign to another device button.

images/download/attachments/21961840/pricelists-assign3.png

Select devices you want to assign by clicking on them. When you have selected all target devices, use close button.

images/download/attachments/21961840/pricelists-assign6.png

Now you can see list of devices assigned to current price list. Save price list by selecting Save changes button.

images/download/attachments/21961840/pricelists-assign9.png

Assigning through Price list dialog - Cost centers tab

In case you select Cost centers tab you will see list of cost centers which are using current price list or in case you are assigning currently created price list, list will be empty as you can see on the picture below.

To assign price list select Assign to another cost center button.

images/download/attachments/21961840/pricelists-assign4.png

Select cost centers you want to assign by clicking on them. When you have selected all target cost centers, use close button.

images/download/attachments/21961840/pricelists-assign7.png

Now you can see list of cost centers assigned to current price list. Save price list by selecting Save changes button.

images/download/attachments/21961840/pricelists-assign10.png

Assigning through Price list dialog - Users tab

In case you select Users tab you will see list of users which are using current price list or in case you are assigning currently created price list, list will be empty as you can see on the picture below.

To assign price list select Assign to another user button.

images/download/attachments/21961840/pricelists-assign5.png

Select users you want to assign by clicking on them. When you have selected all target devices, use close button.

images/download/attachments/21961840/pricelists-assign8.png

Now you can see list of users assigned to current price list. Save price list by selecting Save changes button.

images/download/attachments/21961840/pricelists-assign11.png

Assigning from User dialog

In the YSoft SafeQ Web interface, select Users > User list and edit target user.

images/download/attachments/21961840/pricelists-assign-user.png

In Prices tab select option Select price list for this user.

images/download/attachments/21961840/pricelists-assign-user2.png

Select browse images/download/attachments/21961840/browse.png button to browse available price lists or you can use new images/download/attachments/21961840/new.png button to assign completely new price list.

images/download/attachments/21961840/pricelists-assign-user3.png

Select target price list.

images/download/attachments/21961840/pricelists-assign-user4.png

Now you can see assigned price list with its prices. Save user by selecting Save button.

Additionally you can edit the current price list by selecting edit images/download/attachments/21961840/edit.png button.

images/s/-3eliqb/8502/404359a7d2ab19c9c7c58d12013124a386b28257/_/images/icons/emoticons/warning.svg WARN: By editing price list, you'll change prices for all users, cost centers or devices which is price list assigned to.

images/download/attachments/21961840/pricelists-assign-user5.png

Assigning from Cost center dialog

In the YSoft SafeQ Web interface, select Users > Cost centers and edit target cost center.

images/download/attachments/21961840/pricelists-assign-cc.png

In Prices tab select option Select price list for this cost center.

images/download/attachments/21961840/pricelists-assign-cc2.png

Select browse images/download/attachments/21961840/browse.png button to browse available price lists or you can use new images/download/attachments/21961840/new.png button to assign completely new price list.

images/download/attachments/21961840/pricelists-assign-cc3.png

Select target price list.

images/download/attachments/21961840/pricelists-assign-user4.png

Now you can see assigned price list with its prices. Save cost center by selecting Save button.

Additionally you can edit the current price list by selecting edit images/download/attachments/21961840/edit.png button.

images/s/-3eliqb/8502/404359a7d2ab19c9c7c58d12013124a386b28257/_/images/icons/emoticons/warning.svg WARN: By editing price list, you'll change prices for all users, cost centers or devices which is price list assigned to.

images/download/attachments/21961840/pricelists-assign-cc4.png

Assigning from Device dialog

In the YSoft SafeQ Web interface, select Devices > Printers and edit target device.

 images/download/attachments/21961840/pricelists-assign-device.png

In Prices tab there is always in default Default Price list selected. Select browse images/download/attachments/21961840/browse.png button to browse available price lists or you can use new images/download/attachments/21961840/new.png button to assign completely new price list.

images/download/attachments/21961840/pricelists-assign-device2.png

Select target price list.

 images/download/attachments/21961840/pricelists-assign-user40.png

Now you can see assigned price list with its prices. Save device by selecting Save button.

Additionally you can edit the current price list by selecting edit images/download/attachments/21961840/edit.png button.

images/s/-3eliqb/8502/404359a7d2ab19c9c7c58d12013124a386b28257/_/images/icons/emoticons/warning.svg WARN: By editing price list, you'll change prices for all users, cost centers or devices which is price list assigned to.

images/download/attachments/21961840/pricelists-assign-device3.png

Unassigning price lists

In the YSoft SafeQ Web interface, select Billing > Price lists and edit target price list.

images/download/attachments/21961840/pricelists-edit.png

Unassigning from Price list dialog - Devices tab

Select Devices tab.

images/download/attachments/21961840/pricelists-unassign-device.png

There are three option to unassign devices:

  • Use stop sign button images/download/attachments/21961840/delete.png to unassign one device.

  • Select devices you want to unassign by checking its checkboxes, then enter Actions ... > Unassign from selected devices.

  • Enter Actions ... > Unassign all devices.

In all cases, dialog is displayed and administrator is asked to choose another price list to replace the previous one.

images/s/-3eliqb/8502/404359a7d2ab19c9c7c58d12013124a386b28257/_/images/icons/emoticons/lightbulb_on.svg Unassigning price lists from devices is different from cost centers or users, because device must always have at least one price list assigned, usually Default Price list.

images/download/attachments/21961840/pricelists-unassign-dialog.png

Unassigning from Price list dialog - Cost centers tab

Select Cost centers tab.

images/download/attachments/21961840/pricelists-unassign-cc.png

There are three option to unassign cost centers:

  • Use stop sign button images/download/attachments/21961840/delete.png to unassign one cost center.

  • Select cost centers you want to unassign by checking its checkboxes, then enter Actions ... > Unassign from selected cost centers.

  • Enter Actions ... > Unassign all cost centers.

Unassigning from Price list dialog - Users tab

Select Users tab.

images/download/attachments/21961840/pricelists-unassign-user.png

There are three option to unassign users:

  • Use stop sign button images/download/attachments/21961840/delete.png to unassign one user.

  • Select users you want to unassign by checking its checkboxes, then enter Actions ... > Unassign from selected users.

  • Enter Actions ... > Unassign all users.

Unassigning multiple price lists

In the YSoft SafeQ Web interface, select Billing > Price lists check price list that you want to unassign, then enter Actions ... > Unassign selected price lists.

images/download/attachments/21961840/pricelists-web.png

In case some of the price lists are assigned to device, administrator is asked to choose price list to replace the old one. Users and cost centers will not be affected with the price list selected for devices.

images/download/attachments/21961840/pricelists-unassign-dialog2.png

Deleting price list

In the YSoft SafeQ Web interface, select Billing > Price lists.

Use stop sign button images/download/attachments/21961840/delete.png to delete one price list or you can use checkboxes to select multiple price lists and then enter Actions ... > Delete selected price lists.

images/download/attachments/21961840/pricelists-web.png

In case some of the price lists are assigned to device, administrator is asked to choose price list to replace the old one. Users and cost centers will not be affected with the price list selected for devices.

images/download/attachments/21961840/pricelists-unassign-dialog2.png