Price List Setup Process

A well-designed and properly set up price list menu improves the POS efficiency dramatically, reduces staff training time, maximizes productivity, and your bottom line.

I will show you how to create Price List Schedules, Services, departments, and items that help the Point of Success. 

Cleantie price list consists of the following categories:  Schedules -> Services -> Departments -> Items. The item defines the work and price.  For example Jacket – Regular $8.8

Cleantie database is built with pre-configured price list template during the initial account setup process. For example, Dry Cleaning price list template is completely different from the Laundromat or Alteration price list.

To make changes to the price list, select Admin from the top Navigation menu. Select Price list option from the left-hand side.

You may make changes, create new price list or import new price list from Cleantie customized CSV templates. Cleantie price list import function is a very powerful tool that simplifies the process.  

Cleantie offers multiple pricing features. Multiple pricing refers to the practice of offering more than one price for the same service.

You may charge different prices based on the type of customer, delivery service offerings, payment terms, Hotel, or Wholesale pricing. 

To make a new price list using the existing price list, select Schedule, Select New Schedule, Enter Schedule’s name (For example VIP Price List), Select Copy Schedule From.

To setup customer with a specific price list, go to the customer profile, Click on Price Schedule option. Select the price list from the drop-down menu.

Customer's default price list is shown on the top of the Checkin screen. Please note, the default price list can be changed on demand during the Checkin process.

Service category:

Service category is used to group the departments. Use the service tab if you like to change the icon, days required, max allowed discount or the priority order.

Department category:

Department category is used to group the items, for example, Dry Clean Pants. Use the Department tab if you like to change the icon or the priority order.

Item category:

Item category is used to describe the work and price. Use the Item tab if you like to change item description or group it under a different department. 

Item Detail:

Item Details, such as Colors, Brands, Stains, and Damages are used to describe the item in details for tracking purpose. To add a new group, select Add Group. Enter Group Name (for example Size). Select Add Description to add the option, like Small, Large.

Item-options are used to add options to the items, such as Starch, Shirt Folding.

Release forms are used to terminate any legal liability when cleaning certain items like household items.

Memos: 

Memos are used to make notes on item or customer profile.

 

Upcharge:

Price lists are essential for services because each item entered on an invoice must have a price. Each price list contains a basic list of information and one or more optional pricing lines, called upcharge. When using upcharge, you can set up price adjustments. Upcharges can adjust net price either up or down, could be fixed price or percentage of the base price. Select New Upcharge Icon to create new upcharge. Select Service, Department, or Items if upcharge is applied to that particular category.

 

Item Tree:

Use Item Tree to build your own Schedule, Services, Departments, and Items.   Item Tree is a very powerful tool that is used to make changes to the sub-categories in the tree structure. All children in the tree structure are modified when change is applied to the parent. For example to increase prices on VIP Price List by 20%, select VIP Schedule, Select Edit. Enter 20 percent in Change prices, press Apply to All Selected Items.

You may use the same process for the children under Services, and Departments. To Add new Department and items, Select price list schedule, Select the service you wish to add, then Go to the bottom of the department tree.

Select plus (+) sign to add new department. For example select Laundry service, select +, add Activewear. Select proper icon from Cleantie icon library. Now new Activewear department is added under Laundry.

Select the new department, Select Item, select + sign to add the new item. For example, Select Activewear, then add Swimsuits, Leggings, Yoga pants with proper price. Activewear Department with new items is now added under VIP Price list -> Laundry Service.

 

 

Item Options

Select an item under Item Tree for controlling the following option: Price, Applicable Taxes, Tag printing, Upcharge feature, Discount & Unit Options, Scale Interface, Total Hours, Total # of Pieces, prompt for the price, Detail Screen, and Wash & Fold option.

 

Schedule Options

Use the schedule to control total invoices to be printed during checkin/checkout process and enable/disable tag printing. Select The schedule, and go to Print Status section. Change # Of Prints option. Remove the check mark on Print Tag button to disable tag printing. 

In addition, the schedule is used to control the following options: VAT inclusive option, Force pre-pay, control partial pay, force invoice to checkout and pre-pay discount. 

 

Import Price List:

Cleantie Import Price List function allows you to create your own price list in a few minutes. Download the Cleantie CSV file format templates that are designed for your business, make changes and upload. 

Proper price list menu is essential for maximizing productivity and your bottom line.

From Admin menu, select Tools. You must delete the existing invoices, customers, and price list. The admin password is only provided on request to our customer service.

Upon successful deletion, Select Item Tree -> Import Price List. Select the template that applies to your business type. For example Drycleaning, Laundromat.

Download the CSV file template and edit it by using the Excel program. Make changes based on your price list. You may add, update or delete services, departments, and items, and adjust prices. Save the file in CSV format. Select Choose file option, select your customized CSV file and press the Upload button. 

This process might take a few minutes. Do not close the browser during this process. Upon successful completion, the new price list is presented. In the event of a failure, fix the error and redo the above process.