Language:


Price Lists

To define a new Price List, first ensure you are in the Pricing module using the Modules menu. Then click [Lists] in the Master Control panel or select 'Price Lists' from the Registers menu. When the 'Price Lists: Browse' window appears, click [New].

Code
Enter a unique code here, by which this Price List will be identified elsewhere in Hansa.

Description
Name the Price List here.

Period
Paste Special    Current Date
If the Price List is valid for a certain period, enter that period in these two fields. If this Price List is assigned to a Customer, it will only be used during the period entered here. At other times, the Base Price for each Item will be used.

These fields cannot be changed once the Price List has been saved for the first time.

The Period can be used in combination with the Replace field (below). Please refer to the description of that field for details.

Currency
Paste Special    Currency register, System module
Indicate here the Currency in which the prices in the price list are quoted. When using the 'Calculate Price Lists' function to calculate prices, the Currency conversion (using the most recent applicable Exchange Rate) will take place before any Formula is applied.

Replace
Paste Special    Price List register, Pricing module
This field is used in combination with the Period above. It is used when a standard Price List has been assigned to a Customer or Customer Category and you want to use a temporary Price List for a certain time period.

In the standard Price List, leave the Period and Replace fields blank. Create a new record for the temporary Price List, enter the Period for which it is valid and specify the Code of the standard Price List in the Replace field. Do not change the Customer or Customer Category. When entering Quotations, Orders or Invoices, the temporary Price List will be used during the specified Period and the standard Price List will be used at all other times, both before and after this Period.

In the case of Quotations and Invoices, the relevant dates for the Period will be the Quotation and Invoice Dates respectively. In the case of Orders, the Order Date, Planned Delivery Date or the Despatch Date can be used to determine whether the temporary Price List is valid. This is set for each Customer, using the Price Based On options on the 'Pricing' card of the Customer record.

This field cannot be changed once the Price List has been saved for the first time.

VAT
Choose the Exclusive option if the prices calculated by the 'Calculate Price Lists' function are to exclude VAT, and the Inclusive option if they are to include VAT. In the case of 'Inclusive' and 'Exclusive' Price Lists using the same Price Formulae, the resulting prices will numerically be the same but in the former case the figures will include VAT.

If an 'Inclusive' Price List is used in an Invoice or an Order, the Unit Price, Sum and Total figures will all include VAT, but if an 'Exclusive' Price List is used, the Unit Price and Sum figures will exclude VAT. In both cases, VAT will be calculated using, in order of preference, the VAT Code specified for the Item, the Item Group or on card 3 of the Account Usage S/L setting.

Type
The 'Calculate Price Lists' function can save records in one of two places: the Price register and the Quantity Dependent Prices setting. The Price register contains a single price to be applied irrespective of the quantity sold, while the Quantity Dependent Prices settin