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Price Lists and Prices - Price Lists

If you are using Standard Accounts, you will find the Price Lists setting in the Sales Ledger module. Use the [Module] button in the Master Control panel to enter the Sales Ledger module before working with this setting. Then, as in every Standard product, click the [Settings] button, also in the Master Control panel, or use the ⌘-S keyboard shortcut to open the 'Settings' list. Double-click 'Price Lists' in this list and, when the 'Price Lists: Browse' window appears, click the [New] button to create a new Price List. When the record is complete, click the [Save] button in the Button Bar to save changes and close it using the close box, or click the close box if you don't want to save changes.

Code

Enter a unique code here, by which this Price List will be identified elsewhere in your Standard product.

Description

Name the Price List here.

The Description will be shown in the 'Paste Special' list that you will use when assigning Price Lists to Customers, so it should be descriptive enough to make the selection of the correct Price List easy for all users.

VAT

Choose the Exclusive option if the prices in the Price List are to exclude VAT, and the Inclusive option if they are to include VAT.

If you use an 'Inclusive' Price List in an Invoice, the Unit Price, Sum and Total figures will all include VAT, but if you use an 'Exclusive' Price List, the Unit Price and Sum figures will exclude VAT. In both cases, VAT will be calculated using a VAT Code chosen as follows:

1. The VAT Code specified in the Item record will be used;
   

2. The VAT Code in the Item Group to which the Item belongs will be used (Standard Accounts only); or
   

3. The VAT Code in the Account Usage S/L setting (Standard Accounts) or the Invoice Settings setting (other Standard products) will be used.

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In this chapter:

• Introduction
  

• Entering an Item
  

• Editing an Item
  

• Deleting an Item
  

• Price Lists and Prices, including:
  
  • The Base Price
    

  • Structure of Price Lists
    

  • Price Lists
    

  • The Price Register
    

  • Example

Go back to home pages for:

• Standard Accounts manual
  

  Standard Invoicing manual

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