SOR lists allow you to have different price points for goods or services based on the SOR List Price Levels that have been configured in Site Administration. For example, you may have a loyalty scheme with different rates for VIPs, Return Customers, and Seniors.

Create an SOR List

1. Go to Manage > Inventory.
2. On the Inventory Lists tab, click Add Inventory Lists.
3. Select an Inventory List Category by clicking the (magnifier).
4. Enter an Inventory List  Name, e.g. Hot Water Service Promotion.
5. Set the List Type to SOR.
6. Click Save.
7. To add items to the list, click Edit Inventory List Items:
   
8. Click Add Items.
   
9. Select the SOR Item from your inventory list.
   

   Use the fields at the top to filter the inventory list by Category, Part No, or Item name.

   Common items that are used on the job may also be included in the SOR List to save Field users from having to search for those items when recording materials on the task.

    
   
10. Click Save.
11. You can now enter a fixed sell value (ex. GST) for each price level.
    
12. Click Save.
13. Click x to close the window.