The Prices Setting
You can have several different Prices for each Item. Each Price will belong to a different Price List. Enter each Price as a separate record in the Prices setting, one record for each Price List for each Item. You should do this after you have defined your
Items,
Item Group and
Price Lists.
To enter a new Price record, first ensure you are in the Contact module using the [Module] button in the Master Control panel. Then click the [Settings] button, also in the Master Control panel, or use the Ctrl-S (Windows) or ⌘-S (Mac OS X) keyboard shortcut. Double-click 'Prices' in the 'Settings' list and, when the 'Prices: Browse' window appears, click [New]. When the record is complete, click the [Save] button.
- Item
- Paste Special
Item register
- Specify the Item for which you are entering a Price.
- Price List
- Paste Special
Price Lists setting, Contact module
- Specify the Price List for which you are entering a Price.
- You will not be able to enter more than one record in the Prices setting for the same Item/Price List/Customer combination.
- Comment
- The Item Description will appear here when you enter an Item Number in the field above.
- Price
- Enter the Price that you want to charge for the Item when it is included in the Price List specified above.
- If the Price List in the field above is one that includes VAT, the Price that you enter here should include VAT.
- When you create a Quotation in the name of a particular Customer, the Price List specified for that Customer will determine the Prices used. As a result, when you add an Item to the Quotation, its Unit Price will be chosen as follows:
- It will be taken from the Price record with the relevant Item/Price List/Customer combination.
- It will be taken from the Price record with the relevant Item/Price List combination where the Customer field is empty.
- The Base Price from the Item record will be brought in.
This Price will be included in the Price List when you print it using the report in the Contact module.
- Customer
- Paste Special
Customers in Contact register
- If the Price is only to be offered to a single Customer, specify that Customer here. You should also create a Price record for the same Item/Price List combination, to be used by the other Customers that have the same Price List.
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