Difference between revisions of "How do I Set up Price Codes?"
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(→Applying the Price Code) |
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== Summary == | == 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. | 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. | ||
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=== Creating a New Price Code === | === Creating a New Price Code === | ||
Go to {{Menu|{{ST}}|Maintenance Options|Price, Group & Depot Codes|Add or Edit Price Ranges}}. | Go to {{Menu|{{ST}}|Maintenance Options|Price, Group & Depot Codes|Add or Edit Price Ranges}}. | ||
| − | * | + | * Click {{Button|Add}} to add a new Price Code. |
* Enter a three character code and a suitable description e.g. {{DataValue|TRA}} and {{DataValue|Trade Price List}}. | * Enter a three character code and a suitable description e.g. {{DataValue|TRA}} and {{DataValue|Trade Price List}}. | ||
* Click {{Button|Done}} and {{Button|Accept}} to save the Price Code. | * Click {{Button|Done}} and {{Button|Accept}} to save the Price Code. | ||
| − | === Applying the Price Code === | + | === Applying the Price Code to a Specific Item === |
| − | Go to | + | Go to {{Menu|{{ST}}|Add or Edit Stock Items}}. |
* Find the stock code you want to add to the Price List. | * Find the stock code you want to add to the Price List. | ||
| − | * | + | * Click {{Button|Edit}}. |
| − | * | + | * Click on the {{Tab|Prices}} tab. |
| − | * | + | * Click {{Button|Add}}. |
| − | * Enter the Price Code e.g. {{DataValue|TRA}}. | + | * Enter the new Price Code e.g. {{DataValue|TRA}}. |
| − | * Press {{KeyPress|Enter}} | + | * Press {{KeyPress|Enter}} to move to the {{DataPrompt|V.A.T. exc. price}} column. |
| − | ** | + | * Enter the nett price. |
| − | * | + | * Alternatively move to the {{DataPrompt|V.A.T. inc. price}} and enter the price including V.A.T. |
| + | * Click {{Button|Done}} and {{Button|Accept}}. | ||
| + | |||
| + | === Applying the Price Code to a Range of Items === | ||
| + | Please see [[How do I Change the Prices on a Group of Stock Codes?]] for advice on how to apply a price code to a range of stock. | ||
=== 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}}. | ||
| − | * | + | * Find the customer name and click {{Button|Search}}. |
| − | * Click {{Button|Edit}} | + | * Click {{Button|Edit}}. |
* 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. | ||
| − | * | + | * Click {{Button|Done}} and {{Button|Accept}}. |
| + | |||
| + | {{Information|text=When selling stock to a customer they will be charged the price stored for this price code. Items without this code assigned will be charged at the standard selling price.}} | ||
== See also == | == See also == | ||
| + | |||
* [[How do I Set Account Pricing for a Customer?]] | * [[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 the Prices on a Group of Stock Codes?]] | ||
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* [[Creating a Stock Item]] | * [[Creating a Stock Item]] | ||
| − | {{KB_Tags|prices, price, trade prices, special prices, Stock, prices}} | + | {{KB_Tags|prices, price, trade prices, special prices, Stock, prices, price code, trade price}} |
{{FAQ}}{{KB_ST}}{{ZN_Admin}} | {{FAQ}}{{KB_ST}}{{ZN_Admin}} | ||
Revision as of 11:41, 4 October 2017
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This article or section is under review. Be aware: Content may change as the document is reviewed. |
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".
- Click [Add] 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 to a Specific Item
Go to " Stock Control Add or Edit Stock Items".
- Find the stock code you want to add to the Price List.
- Click [Edit].
- Click on the [Prices] tab.
- Click [Add].
- Enter the new Price Code e.g. 'TRA'.
- Press <Enter> to move to the "V.A.T. exc. price" column.
- Enter the nett price.
- Alternatively move to the "V.A.T. inc. price" and enter the price including V.A.T.
- Click [Done] and [Accept].
Applying the Price Code to a Range of Items
Please see How do I Change the Prices on a Group of Stock Codes? for advice on how to apply a price code to a range of stock.
Applying the Price Code to Customers
Go to " Sales Ledger Customer File Maintenance Add or Edit Customers".
- Find the customer name and click [Search].
- Click [Edit].
- Click the [Stock] tab.
- Enter the new Price Code in the "Price Code" field.
- Click [Done] and [Accept].
 | When selling stock to a customer they will be charged the price stored for this price code. Items without this code assigned will be charged at the standard selling price. |
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
