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Implementing new pricing whitout affecting old invoices

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DanMtl
4 - Data Explorer
4 - Data Explorer

Hello !

I am using Airtable for invoicing. Very soon, I will have to increase prices. Is there a simple way to implement the new prices without affecting the already existing invoices?

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Hamlin_Krewson2
6 - Interface Innovator
6 - Interface Innovator

Probably the easiest solution is for you to create new inventory items with the updated price. You might want/need to re-name your old inventory so you don't continue to use them. 

Something like adding a year to the name, or creating a new field to show 'current' (or whatever makes sense to you).

On your invoice, your linked field (for line items) can be limited to selection from a specific view or by a condition. 

CleanShot 2024-06-27 at 17.24.27@2x.png

CleanShot 2024-06-27 at 17.24.33@2x.png

CleanShot 2024-06-27 at 17.24.46@2x.png

See Solution in Thread

4 Replies 4
Hamlin_Krewson2
6 - Interface Innovator
6 - Interface Innovator

Probably the easiest solution is for you to create new inventory items with the updated price. You might want/need to re-name your old inventory so you don't continue to use them. 

Something like adding a year to the name, or creating a new field to show 'current' (or whatever makes sense to you).

On your invoice, your linked field (for line items) can be limited to selection from a specific view or by a condition. 

CleanShot 2024-06-27 at 17.24.27@2x.png

CleanShot 2024-06-27 at 17.24.33@2x.png

CleanShot 2024-06-27 at 17.24.46@2x.png

It sounds like you're using a lookup field to display the prices?  If so, you might want to consider restructuring your base so that you paste those values in at the time of the invoices creation so that price changes won't affect past invoices

Shaun_Thomson
5 - Automation Enthusiast
5 - Automation Enthusiast

We use a similar solution @TheTimeSavingCo 

I am not tracking pricing but I am tracking animal weights at the time of certain events. So I have a look-up field to see the current weight and then an automation to make that a fixed value when a record is generated. This way, when the weight is updated in the future, it does not affect the fixed value but future records will contain this new value. 

DanMtl
4 - Data Explorer
4 - Data Explorer

Thank you everyone for your valuable inputs ! Very grateful!