When you open the price list you will be presented with the form below, which has three distinct sections Header - with the name, type, expiry date Products - a list of the products on the price list, and when you select a product you will see the prices Price Window - only shows when you select a product, details the prices and the bands those prices will apply.
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You have to set the price list up before you set up a new customer to use the price list. When adding a new customer you then specify the price list group that the customer will use. See the price list group tab for more information on what the price list group is. |
Option | How to use this field |
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Live | Ability to archive a list, if you do not wish to use the list then you simply mark it as NOT live by leaving the box unchecked. | En Primeur | If this is an EP price list you need to tick this box. | Promotional | You can have a main and a promotional price list for any price list group. Promotional prices tend to operate particular dates and will be checked first before a standard price list in the group. If you have for example Trade Special (with Promotional ticked) and Trade price lists both set upin the Trade price list group and a customer is assigned to the Trade price list group then the promotional list (Trade Special) will be used in priority over the non promotional list (Trade) providing the product is on the special list and the dates are valid. | Vat Inc Prices | | Note |
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We strongly recommend that you always use either VAT inclusive price lists (via the tick box) or VAT exclusive price lists. |
If you need to have a price list which includes VAT then use this check box but we recommend this only for ePOS sales |
This is a mandatory field that you have to set on each list, it lets the system know how to calculate the prices. Option Name | Description |
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Range Price | Standard Use (used by 98% of customers) Quantity from and quantity to and use the value provided in the fields | Range % Discount | Quantity from and to and provide a discount of x% from the product standard price | Range Price Discount | Quantity from and to and provide a discount of £0.00 from the product standard price | Cost plus % | Use this one with caution. Product purchase price plus a % |
Web Price GroupYou can specify multiple price-lists for the web extract, which are marked as Web price lists in just the same way as we do with a normal list, and this field just aids the identification of the price list for your web developer.Choose from A - Web Price B - Web Special Price
OutputsWe can generate a price list containing all the prices in the list, this will produce a PDF document containing several pages | Tip |
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Ensure the introduction for this is loaded into the system (witihin system configuration) and that the users you wish to see on the contacts are switched on in the user login table. |
A PDF will be emailed to you and you only need to decide whether to |