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This text refers to program version 6.2  

Price Lists and Prices - Structure of Price Lists

You should use the pricing features in Books by HansaWorld 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 an Invoice, 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 setting and the Price register. In the example mentioned in the previous paragraph, you will need at least two Price Lists: a trade Price List and an education Price List. You could rely on each Item's 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 Tax status (whether the prices in the Price List include or exclude Tax). Having defined your Price Lists, you should then enter the Prices themselves in the Price register. The Price register should contain one record for each Item/Price List 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 Price, a third record for its retail price.

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

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

1. Enter the Items with their normal selling prices, using the Item register as described here.
   

2. Define each Price List (in our example, retail, trade and educational) using the Price Lists setting in the Receivables 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 Price register in the Receivables module with an appropriate price. In our example, for each Item you should enter three Price records, containing the retail, trade and education prices. The Price register is described in detail here.
   

4. You can now assign a Price List to each Customer. When you enter an Invoice 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 Price from the Item register 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

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• Home page for Books by HansaWorld manual

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