Clients W/ Individual Pricing

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I am trying to transfer our billing process from Excel to QB. We currently use billing sheets for each client we have, as each client has individual pricing for the work we do.

In Quickbase, I currently have a Clients table and a Billing table. I would love to somehow use the Billing table to automatically populate the correct prices based on the client I choose from the drop down. There is also another condition....within each individual client pricing, it also changes based on the Turn Around Time for our services. Not sure if the best way with that is to Choose a Client, then Choose a Turn Around Time and then those specific prices come up.

I could be reaching here but I thought I would ask if there is a way to achieve this within QB. Thank you!!
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Rebeccah Demaray

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Posted 2 years ago

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Matthew Neil

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See if this helps:

Make a "Turn Around Time" table and create a relationship between Clients and Turn Around Times.  Each client will have many 'turn around times'.  

Then on the turn around table, place a field called "Service Rate".  Pass this value to the billing table.

Then continue with your plan to have a client dropdown, and then the conditional dropdown for turn -around time.

Then you will have a $$$ value for that client/turn around time coming via the lookup field of "Service Rate"

You can then use that field in your calculations.
 
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QuickBasePros_IDS, Champion

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Also, you may find it helpful to incorporate snapshot-fields which "snapshot" the value of a Lookup field when a record is created.  This is especially helpful/useful when prices etc. change over time.  You don't want your historical records to change their pricing just because your client fees went up/down.  Incorporate snapshot fields to capture the value of a record at the time it was created and then use that snapshot-field to make your calculations.

A snapshot field is a regular text, numeric, date field type.  At the bottom of the field you'll see an option for Snapshot Get this field's value from a lookup field and don't allow the value to change.  Check this box, and then select the lookup-field that you want to snapshot.

Alternatively, with a record-selection feature like Matthew is suggesting, you can add new records for new rates and then "deactivate" in some way old rates that should not be used.  Make sure that the record picker only allows active record selections to ensure old rates are not being accidentally attributed to new records and you can forgo Snapshot fields.