Visit Boris website Importing a pricing matrix

Within Boris, pricing refers to the amount charged to a customer for a given seal. For each project you set the pricing rates that you will be using. Each time a seal is completed by an operative, Boris will calculate the cost, based on the type of seal and its dimensions.

Pricing information is imported into Boris using Excel spreadsheets. These contain a list of your seal types, along with measurement values and associated prices.

You can set up any number of pricing matrices, but before importing a new one you should give some consideration as to whether you can use an existing matrix along with a Pricing multiplier.

Pre-requisites

Step by step

  1. Choose the Setup, Pricing Matrices menu option.
  2. Click on Add Matrix.
  3. Enter a description or name for the matrix. For example, Standard Pricing; Standard NHS Rates; Contract E245.
  4. Click on Import matrix - a pop up window will be shown.
  5. Click on Select, browse for your pricing spreadsheet and click Open.
  6. When the file has uploaded and the mouse pointer returns to normal, click on Save.
  7. Click on Save within the main popup window. The spreadsheet that you are importing will be validated to check that the information is in the correct format and that the various seal types are set up on the system. In the event that there is a problem with the spreadsheet, a message will be displayed. If this happens, correct your spreadsheet and try again.

 

 


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Menus, prompts, fields and options are from a typical installation - some items may not appear as shown. Please contact Boris support for information on additional features.