Difference between revisions of "How do I Set up Price Codes?"
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=== Applying the Price Code to Customers === | === Applying the Price Code to Customers === | ||
Go to {{Menu|{{SL}}|Customer File Maintenance|Add or Edit Customers}}. | Go to {{Menu|{{SL}}|Customer File Maintenance|Add or Edit Customers}}. | ||
| − | * Type in the Customer's | + | * Type in parts of the Customer's {{DataValue|Name}}, {{DataValue|Postcode}} or {{DataValue|Account Code}} on the {{DataPrompt|Search on:}} field and click {{Button|Search}} to bring the record up. |
* Click {{Button|Edit}} to edit the account in question. | * Click {{Button|Edit}} to edit the account in question. | ||
* Click the {{Tab|Stock}} tab. | * Click the {{Tab|Stock}} tab. | ||
* Enter the new Price Code in the {{DataPrompt|Price Code}} field. | * Enter the new Price Code in the {{DataPrompt|Price Code}} field. | ||
| − | * Press {{KeyPress|Esc}} and {{Button|Accept}}. | + | * Press {{KeyPress|Esc}} and {{Button|Accept}}. |
== See also == | == See also == | ||
Revision as of 16:27, 14 May 2015
Contents
Summary
The following article explains how to set up Stock Price Codes. These can be used to specify price lists for a customer to use, such as Trade, where items are at a different retail price to the standard.
More Information
Creating a New Price Code
Go to " Stock Control Maintenance Options Price, Group & Depot Codes Add or Edit Price Ranges".
- Press <F6> to add a new Price Code.
- Enter a three character code and a suitable description e.g. 'TRA' and 'Trade Price List'.
- Click [Done] and [Accept] to save the Price Code.
Applying the Price Code
Go to "" Stock Control Add or Edit Stock Items".
- Find the stock code you want to add to the Price List.
- Press <F5> to edit the item.
- Press <F8> or click on the [Prices] tab, to edit the prices.
- Press <F6> or Click [Add].
- Enter the Price Code e.g. 'TRA'.
- Press <Enter> once to enter the "V.A.T. exc. price" or:
- Press <Enter> twice to enter the "V.A.T. inc. price" for the Price Code.
- Press <Esc> or click [Done] and [Accept].
Applying the Price Code to Customers
Go to " Sales Ledger Customer File Maintenance Add or Edit Customers".
- Type in parts of the Customer's 'Name', 'Postcode' or 'Account Code' on the "Search on:" field and click [Search] to bring the record up.
- Click [Edit] to edit the account in question.
- Click the [Stock] tab.
- Enter the new Price Code in the "Price Code" field.
- Press <Esc> and [Accept].
See also
- How do I Set Account Pricing for a Customer?
- How do I Change the Prices on a Group of Stock Codes?
- How do I Change Prices in Platinum?
- Creating a Stock Item
