Cost & Price Rules

Overview

Cost and Price Rules allow users to create markup rules for task files, which is used in combination with the Inventory package, allows users to massively update the cost and price of their task files based on their purchase history.

Package(s) Required:

The packages below are required in addition to the Foundation package. If you have questions about this please contact your account manager.

• IMPACT

• Inventory

Estimated Time to Complete – 10 Minutes

Instructions

Before beginning, make sure you have:

• Logged into your Wise Option account.

Click the tabs below based on the version of the Wise Option software you need instructions on.

Desktop App

Video Overview

Web App

This feature is not relevant or present on the Web App version of Wise Option.

Mobile App (iOS/Android)

This feature is not relevant or present on the mobile application version of Wise Option.

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Table of Contents

1. Creating Cost Rules

2. Creating Price Rules

Resources