Entering an Item - Pricing Card
- Unit
- Paste Special
Units setting, Contact module
- Specify here the quantity to which the Base Price (below) refers. In the majority of cases, this will be a single item, but otherwise it might be a pair or a dozen.
- Base Price
- Used as default in
Quotations
- Enter the normal sales price for the Item here.
- If you would like to prevent changes to this field, use the Do Not Allow Base Price Change option in the Item Settings setting in the Contact module.
- Base Price Change
- This field shows the date you last changed the Item's Base Price and is updated automatically.
- Price Factor
- Used as default in
Quotations
- Use the Price Factor when the Base Price of the Item is the price for a certain quantity, but the Item is to be sold individually.
- For example, if the Base Price of an Item refers to a box containing 12 units and the Unit (above) is therefore a box or a dozen, enter "12" in this field.
- When you use an Item with a Price Factor in a Quotation, the quantity that you specify should be the quantity of single units, not the quantity of boxes. The Sum in the Quotation row will be calculated using the formula (Quantity/Price Factor) * Unit Price.
- VAT Codes
- Paste Special
VAT Codes setting, System module
- The VAT Code will determine the rate at which VAT will be charged whenever you use the Item in a Quotation. The default VAT Code for the Item will be chosen in this order:
- The Sales VAT Code for the Customer will be used.
- It will be taken from the appropriate row for the Item or Item Group in the Customer's Price List.
- It will be taken from these fields in the Item record.
- It will be taken from the Item Group to which the Item belongs.
In the cases of points 3 and 4, the correct VAT Code for the VAT Zone of the Customer will be used.
- You will be able to override the choice of VAT Code in an individual Quotation row if necessary.
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