Difference between revisions of "How do I Set up Price Codes?"

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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.
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The following article explains how to set up Stock Price Codes. These can be used to specify price lists for groups of customers, such as trade prices, or for an individual customer if needed.
  
 
== More Information ==
 
== More Information ==
  
 
=== Creating a New Price Code ===
 
=== Creating a New Price Code ===
Go to "{{ST}}" -> "Maintenance Options" -> "Price, Group & Depot Codes" -> "Add or Edit Price Ranges".
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Go to {{Menu|{{ST}}|Maintenance Options|Price, Group & Depot Codes|Add or Edit Price Ranges}}.
* Press {{KeyPress|F6}} to add a new Price Code.
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* 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}}.
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* 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.  
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* Click {{Button|Done}} and {{Button|Accept}} to save the Price Code.
  
=== Applying the Price Code ===
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=== Applying the Price Code to a Specific Item ===
Go to "{{ST}}" -> "Add or Edit Stock Items".
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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.
* Press {{KeyPress|F5}} to edit the item.
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* Click {{Button|Edit}}.
* Press {{KeyPress|F8}} or click on the {{Tab|Prices}} tab, to edit the prices.
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* Click on the {{Tab|Prices}} tab.
* Press {{KeyPress|F6}} or Click {{Button|Add}}.
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* Click {{Button|Add}}.
* Enter the Price Code e.g. {{DataValue|TRA}}.
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* Enter the new Price Code, e.g. {{DataValue|TRA}}.
* Press {{KeyPress|Enter}} once to enter the {{DataPrompt|V.A.T. exc. price}} or:
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* Press {{KeyPress|ENTER}} to move to the {{DataPrompt|V.A.T. exc. price}} column.
** Press {{KeyPress|Enter}} twice to enter the {{DataPrompt|V.A.T. inc. price}} for the Price Code.
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* Enter the nett price.
* Press {{KeyPress|Esc}} or click {{Button|Done}} and {{Button|Accept}}.
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* Alternatively move to the {{DataPrompt|V.A.T. inc. price}} and enter the price including V.A.T.
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* Click {{Button|Done}} and {{Button|Accept}}.
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=== Applying the Price Code to a Range of Items ===
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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 "{{SL}}" -> "Customer File Maintenance" -> "Add or Edit Customers".
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Go to {{Menu|{{SL}}|Customer File Maintenance|Add or Edit Customers}}.
* Type in the Customer's "Name/Postcode/Account Code" on the "Search on:" field and click [Search] to bring the record up.
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* Find the customer name and click {{Button|Search}}.
* Click {{Button|Edit}} to edit the account in question.
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* 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.
* Press {{KeyPress|Esc}} and {{Button|Accept}}.  
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* Click {{Button|Done}} and {{Button|Accept}}.
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{{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?]]
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* [[How do I Set Account Pricing for a Customer?]]
*[[How do I Change Prices in Platinum?]]
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* [[How do I Change the Prices on a Group of Stock Codes?]]
*[[Creating a Stock Item]]
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* [[How do I Change Prices in Platinum?]]
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* [[Creating a stock item]]
  
{{FAQ}}{{KB_Tags|prices, price, trade prices, special prices, Stock, prices}}{{KB_ST}}{ZN_Admin}}
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{{KB_Tags|prices, price, trade prices, special prices, stock, price code, trade price, create price code}}
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{{FAQ}}{{How}}{{KB_ST}}{{ZN_Admin}}

Latest revision as of 10:28, 27 February 2023

Summary

The following article explains how to set up Stock Price Codes. These can be used to specify price lists for groups of customers, such as trade prices, or for an individual customer if needed.

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


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Keywords AND Misspellings
prices, price, trade prices, special prices, stock, price code, trade price, create price code