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. | |
| − | The following article explains how to | ||
== Creating a New Price Code == | == Creating a New Price Code == | ||
| − | + | Go to "{{ST}}" -> "Maintenance Options" -> "Price, Group & Depot Codes" -> "Add or Edit Price Ranges". | |
| − | Go to " | + | * Press {{KeyPress|F6}} to add a new Price Code. |
| − | *Press {{KeyPress|F6}} to add a new Price Code. | + | * 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 == | ||
| − | Go to " | + | Go to "{{ST}}" -> "Add or Edit Stock Items". |
| − | *Press {{KeyPress|F5}} to edit the item. | + | * Find the stock code you want to add to the Price List. |
| − | *Press {{KeyPress|F8}} to edit the prices. | + | * Press {{KeyPress|F5}} to edit the item. |
| − | *Enter the Price Code | + | * Press {{KeyPress|F8}} to edit the prices. |
| − | *Enter the price for the Price Code. | + | * Enter the Price Code e.g. {{DataValue|TRA}}. |
| − | *Press {{KeyPress|Esc}} and {{Button|Accept}}. | + | * Enter the price for the Price Code. |
| + | * Press {{KeyPress|Esc}} and {{Button|Accept}}. | ||
== Applying the Price Code to Customers == | == Applying the Price Code to Customers == | ||
| − | + | Go to "{{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. | + | * Type in the Customer's "Name/Postcode/Account Code" on the "Search on:" field and click [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 | + | * 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}}. |
| Line 33: | Line 30: | ||
*[[How do I Change Prices in Platinum?]] | *[[How do I Change Prices in Platinum?]] | ||
*[[Creating a Stock Item]] | *[[Creating a Stock Item]] | ||
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| + | {{KB_Tags|prices, price, trade prices, special prices, Stock, prices}} | ||
| + | {{KB_ST}} {{FAQ}} {{ZN_Admin}} | ||
Revision as of 23:18, 12 January 2010
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.
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> to edit the prices.
- Enter the Price Code e.g. 'TRA'.
- Enter the price for the Price Code.
- Press <Esc> and [Accept].
Applying the Price Code to Customers
Go to "Sales Ledger" -> "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.
- 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 Prices in Platinum?
- Creating a Stock Item
