Loopit Documentation
Changelog
  • Getting Started
    • What is Loopit?
    • Key Concepts
    • Setting up Loopit
      • Logging into Loopit
      • Multiple vs Single Workspaces
      • Configure Your Workspace
        • Workspace Details
    • Quick Start Guide
    • Welcome to Loopit 2.0
      • Understanding Loopit's Pricing Structure
  • Assets
    • Overview
    • Categories
      • Managing Categories and Subcategories in Loopit
      • Understanding Categories and Subcategories
      • Managing Pricing Overrides in Loopit
    • Adding Your Fleet
      • Uploading Photos
    • Tracking
      • Meter Readings
      • Tracking devices
    • Fleet Management
      • Maintenance Windows
      • Issues
      • Service reminders
      • Inspections
    • Price Overrides
      • Customizing Charge Pricing Across Packages, Categories, and Fleet
      • Package-level Prices
      • Category-level Override
      • Asset-level Override
      • Bulk Asset-level Override
      • Asset-level Ultimate Override
  • Bookings
    • Overview
    • Lifecycle of a Booking
      • Lead Management
      • Creating a Booking
      • Confirming a Booking
      • Activating a Booking
        • Before Activation
      • Editing a booking
        • Adjust the price
        • Schedule Booking Changes
      • Pausing a Booking
      • Ending a booking
      • Cancel a booking
    • Deposits
      • Collecting deposits
      • Refunding/Claiming deposits
    • Referral source tracking
    • Tracking booking owner/manager
    • Contracts
      • How to Append Terms & Conditions (T&Cs)
      • How to send signed copy of contract/agreement to customer?
      • Inserting Dynamic Variables in Contract Templates
  • Billing
    • Invoices
      • Overview
      • One-Time Charges & Invoicing
      • Tax Types & Rules
      • Downloading Invoices
      • Overdue Invoices
      • Statement of account
      • Emailing invoices
      • Ad Hoc Billing & Invoices
        • Uploading Charges in Bulk
    • Payments
      • Overview
      • Stripe integration
        • AU Becs Direct debit
      • Payment retry - Dunning
      • Auto pay
      • Deleting payment methods
    • Credit Notes
      • Overview
      • Create a credit note
      • Applying credit notes
      • Auto-apply credit notes
      • Refunding credit notes
      • Voiding credit notes
    • Setting up your packages
      • Program Types
      • Packages
        • What are packages?
        • Creating a package
        • Charge types and models
        • Configuring delivery on packages
        • Charges per location
    • Add Ons
      • Mileage Billing
      • Claim Excess & Excess Reduction
    • Billing Items
  • Settings
    • Users
      • Roles & Permissions
      • Inviting & Assigning Users
      • Enabling & Disabling Users
    • Locations
      • Managing Locations
      • Invoice Customisation
      • Assigning Fleet Locations
      • Booking pickup date rules
    • Workflows
      • Overdue Invoice Reminder
    • Email templates
      • Merge Tags
      • Entity Types
      • Creating a Template
    • Contract templates
      • Creating a template
      • Assigning a Contract Template
    • Integrations
      • Xero
      • FrankieOne
      • Geotab
      • Telemax
      • Rentalmatics
      • Sumsub
      • Tessera MVR Search
      • Experian AU
      • Bonzah Insurance
    • Webhooks
    • Website
      • Facebook Meta Pixel
    • Booking Rules
  • Security
    • Security information
  • People/Companies
    • Creating a Person or Company
      • Creating a person
      • Creating a company
    • Emergency contacts and references
    • Document expiry notifications
Powered by GitBook
On this page
  • Overview
  • Steps to Bulk Override Prices
  1. Assets
  2. Price Overrides

Bulk Asset-level Override

Last updated 15 days ago

Overview

Bulk overrides allow users to modify the pricing for assets.

Steps to Bulk Override Prices

  1. Enable the 'Bulk Assets Packages Pricing Management Enabled' feature flag. Once enabled, the import and export buttons will appear at the top of the packages list page.

  2. Set preferable item for pricing

    • In the Settings section, an existing item can be edited and designated as the preferred item for pricing.

  3. Export

    • Exporting generates an Excel file containing all assets along with their packages and prices across all billing frequencies. By default, export prices is based on the minimum term. If no default minimum term is set at the package level, the first available minimum term from the selected options is retrieved.

      • Migrated packages are not considered in the export.

      • Exported price: If prices are overridden at the asset level, that prices will be exported. If not, prices set at the category level will be exported. Otherwise, prices of the preferred item will be exported.

      • Currently, the exported prices always includes tax. Tax rules are not applied; instead, the price is multiplied by 1.1.

  4. Import

    • The exported file can be modified to update pricing and then imported back. Typically, the asset is identified using the 'vin' field, and the price is overridden in the preferred pricing item for that asset within the package.

    • During import, prices are always treated as tax-inclusive. When prices are overridden, the provided prices are divided by 1.1 before being updating.

    • Only assets with details provided in the file will be updated. If the price remains unchanged, no update will occur.