Price indexation

Selling prices move every year: an index is published with a date, and every supplement price follows. WideCare records each indexation as a new price starting on its date, and keeps the previous ones. Each month is then billed at the price in force during that month.

1. Select the products

  1. Open the Billing app → Facturation → Products.

  2. Tick the products to index (filter or group the list first if needed).

  3. Click Actions → Index prices.

The action is shown to billing managers and to the home’s managers only.

2. Enter the indexation

The Index prices window opens.

  • Indexation (%) — how much every selected price moves: 2 means +2 %.

  • Applies from — the first day the new prices are charged.

  • Note — where the number comes from (the reference of the publication). It is required: it is the whole audit trail.

The table lists each product with its Current and Indexed price. Untick Index on a product to leave its price alone. Products selected and To be indexed count them.

3. Apply

Click Apply. For each product, the price in force is closed the day before the date, and the new one starts on that date, so no day is priced twice. The list of the Indexed prices just created opens.

Where the new price applies

  • The product’s sales price — on the date itself, by a job that runs every morning. An indexation can therefore be recorded weeks in advance.

  • Supplement conventions — every line that follows the official price. A line with Negotiated price ticked keeps its own Unit Price.

  • One-time supplements — at the price in force for the month of the envelope.

The master pricelist

The price history lives in a pricelist flagged Master pricelist, named Official prices and created at the first indexation. A company has only one, and it cannot be deleted: it explains every price already invoiced. Each of its rules carries the Note of the indexation that created it.

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