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This text refers to program version 6.2  

Structure of Price Lists

You should use the pricing features in Standard CRM if you need to sell Items at different prices to different Customers (i.e. if you need more than one price for each Item). For example, you might offer different prices to retail and trade Customers, and/or to retail and educational Customers. You will then need separate trade, educational and possibly retail Price Lists, which you should assign to each Customer as appropriate. When you enter a Customer in a Quotation, the appropriate Price List will be used and so the correct Prices will be selected automatically.

The two basic building blocks of such a system are the Price Lists and Prices settings. In the example, you will need at least two Price Lists: a trade Price List and an education Price List. You could rely on each Item's Base Price when selling to retail Customers, or you could use a third Price List with these Customers. In a Price List record you will specify its name and VAT status (whether the prices in the Price List include or exclude VAT). Having defined your Price Lists, you should then enter the Prices themselves in the Prices setting. The Prices setting should contain one record for each Item/Price List/Customer combination. In this example, you will need to enter one record for the trade price of an Item, one record for the educational price of the same Item and, if you are not relying on the Item's Base Price, a third record for its retail price.

When you enter a Customer in a Quotation, that Customer's Price List will be brought in to the Quotation together with their name, address, Payment Terms and other details. When you then add an Item to that Quotation, the record in the Prices setting for the Item/Price List/Customer combination will determine the price that you will charge. There can only be one Price record for a particular Item/Price List/Customer combination. If there is no record in the Prices setting for the Item/Price List/Customer combination, the Item's Base Price will be used.

In more detail, follow these steps to build up your price structure:

1. Enter the Items with their Base Prices, using the Item register.
   

2. Define each Price List (in our example, retail, trade and educational) using the Price Lists setting in the Contact module. This is described in detail here.
   

3. In this step, you should enter the prices themselves. For each Item on each Price List, enter a record to the Prices setting in the Contact module with an appropriate price. In our example, for each Item you should enter three Price records, containing the retail, trade and education prices.
   

4. You can now assign a Price List to each Customer or to each Customer Category. When you enter a Quotation for a particular Customer, the specified Price List will be used automatically. If you sell an Item that is not on the appropriate Price List, the Base Price will be used.
   

5. You can print Price Lists, or export them to disk for incorporation into your company's publicity material. Print Price Lists using the report of the same name, available in the Contact module.

Click for descriptions of steps 2 and 3.

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In this chapter:

• Introduction
  

• The Base Price
  

• Structure of Price Lists
  

• Price Lists
  

• The Prices Setting
  

• Example

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