Price lists

You can always start a job without having set price lists, discounts or pricing policies. In this case, in each sale you will specify the price of the items manually. Some companies, with few sales, operate this way.

This interface allows you to administer price lists. On the screen you see Heather (1) and List (2). In the Header, you see the Add button to add a new price list.

The list consists of all price lists you have entered in the system.

ColumnDescription
CodePrice list code
NameName of price list
TypeCounterparty type (Customer/Supplier)
TypeWhether the leaf is standard or calculable
Price with taxesWhether the price is considered with taxes
CurrencyThe currency of the price list
Derivative ofIs it a derivative of any other price list
PercentagePercentage of other price list

You can perform the following actions on the list:

  • Arrows – change the position of the price list;
  • Prices – you open a list of items and services, whose prices you further adjust for the specific price list. Edit price by double clicking on the field. In case you want to adjust the prices of the items for another price list you have to press the + button next to the respective price list in the list on the left. To return to the original list of price lists you need to click the “Close” button in the Header.
  • Rights – set the rights of the counterparties;
  • Edit – edit the price list;
  • Copy – copy the price list;
  • Delete – delete the price list.

List of items and services for standard price list

The screen is divided into Header (1), Price List (2) and Item and Service List (3). In the Header, there is a Close (X) button that returns you to the original price list. Use the green (+) button to select the price list you want to edit.

The list consists of all the items you have entered into the system.

You can perform the following actions on the list of items:

  • Edit – edit item prices for the selected price list;
  • Price history – opens an interface with the price history for the given item.

Only those items on which we have specified such in the nomenclature have an additional measure. However, an item may have more than two units of measure. If we want to enter a price for each unit of measure, this is done by clicking on the edit icon for the line item.

List of items and services for calculable price list

The screen is divided into Header (1), Price List (2), Template List (3) and Item and Service List (4).

In the Header you see the buttons:

  • Add template – add a new template;
  • Calculate – calculates the prices according to the given formula;
  • Close – returns you to the original price list.

You can perform the following actions on the template list:

  • Arrows – change the position of the templates – the positions of the templates correspond to the priority of calculation – if you have the same item in 2 or more templates its price will be calculated based on the formula of the template last in the arrangement;
  • Settings – set the formula for the template;
  • Edit – edit the template;
  • Remove from price list – remove the template from the price list.

In case you have entered a new formula, you need to click the Calculate button to update the prices.

Sample formulas for calculable price lists:

1. Price is equal to base => `BASE`
2. Price -0.05 of base price => `BASE`-0.05
3. If half of the price is greater than 10, then reduce the price by 10%, if it is not, apply price 12lv => IF(0.5*`BASE` > 10, 0.1*`BASE`, 12)
4. If the list price BASE is lower than the list price PROMO take the price from BASE => IF(`BASE`<`PROMO`, `BASE`)
5. getParam(“PARAM_CODE”) – returns a value of an item characteristic, can be used in the price calculation

Note: The formulas are based on the Microsoft Excel model. The price list code must be enclosed in `BASE` back quotes. In this case, BASE is a list price code.

Another quick way to create a price list is by copying an existing one from the copy icon in the price list list and subsequently editing it.
Once the price list is created, the items in the price list are accessed from the “Prices” line of the price list.



> The price lists pertaining to a customer can be viewed later in the customer’s file.
> The quickest way to edit a large quantity of prices with many different price lists is from the P&S menu > Price Policy > Price Lists – Expanded – Goods.

There you have the possibility to see for each item the prices in all price lists. You can export the information to Excel, edit it and import it back.
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