Manage company terms and the Price List

Updated on First published Approx. 2 min read

Open Company Settings with company-management access.

Edit and save the Price List

  1. In Company Settings, select Edit Price List.
  2. Search or use category filters to find an existing item. Use Clear Filters to broaden the list.
  3. Select Add Row, then enter its Description, category selections, Period and Cost (£).
  4. To correct an existing item, edit the corresponding cells. Check cost warnings and the unsaved-changes count.
  5. Select Save Changes and wait for completion. If it fails, correct the reported rows and retry without discarding the changes.
  6. Select Cancel to leave without saving; when prompted, choose whether to discard the pending edits.

For example, maintain Telehandler hire / Per Week, then check the agreed quantity and rate when using it.

Upload or remove company terms

  1. Open Company Settings and locate Terms & Conditions.
  2. Select Add, choose the document and wait for the saved file row.
  3. Open the saved file to verify its content.
  4. To remove superseded terms, use that file’s removal control and review the deletion confirmation.
  5. In each Hire Contract, select the terms documents that apply to that agreement.

Uploading company terms makes the files available for selection. Check each Hire Contract’s terms choices before sharing.

See Hire Contract preparation and company settings.

FAQ

How do I add a price row and save the Price List?

Open Edit Price List, add or edit rows, then Save Changes. Price List items are document starting points rather than retrospective amendments. See edit and save the Price List for the steps.

How do I upload or remove company terms?

Use Add under Terms & Conditions and verify the saved file. Select the applicable terms separately in each Hire Contract. See upload or remove company terms for the steps.