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

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(New page: {{Incomplete}} == Summary == The following article explains how to setup Stock Price Codes. These can be used to specify prist lists for a customer to use, such as Trade, which are at a ...)
 
 
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== Summary ==
 
== Summary ==
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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.
  
The following article explains how to setup Stock Price Codes. These can be used to specify prist lists for a customer to use, such as Trade, which are at a different retail price to the standard.
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== More Information ==
  
== Creating a New Price Code ==
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=== Creating a New Price Code ===
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Go to {{Menu|{{ST}}|Maintenance Options|Price, Group & Depot Codes|Add or Edit Price Ranges}}.
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* Click {{Button|Add}} to add a new Price Code.
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* Enter a three character code and a suitable description, e.g. {{DataValue|TRA}} and {{DataValue|Trade Price List}}.
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* Click {{Button|Done}} and {{Button|Accept}} to save the Price Code.
  
Go to "Stock Control" -> "Maintenance Options" -> "Price, Group & Depot Codes" -> "Add or Edit Price Ranges".
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=== Applying the Price Code to a Specific Item ===
*Press {{KeyPress|F6}} to add a new Price Code.
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Go to {{Menu|{{ST}}|Add or Edit Stock Items}}.
*Entre a three character code and a suitable description i.e. "TRA" and "Trade Price List".
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* Find the stock code you want to add to the Price List.
*Click {{Button|Done}} and {{Button|Accept}} to save the Price Code.  
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* Click {{Button|Edit}}.
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* Click on the {{Tab|Prices}} tab.
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* Click {{Button|Add}}.
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* Enter the new Price Code, e.g. {{DataValue|TRA}}.
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* Press {{KeyPress|ENTER}} to move to the {{DataPrompt|V.A.T. exc. price}} column.
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* Enter the nett price.
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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}}.
  
== Applying the Price Code ==
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=== Applying the Price Code to a Range of Items ===
Go to "Stock Control" -> "Add or Edit Stock Items" and find the stock code you want to add to the Price List.
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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.
*Press {{KeyPress|F5}} to edit the item.
 
*Press {{KeyPress|F8}} to edit the prices.
 
*Enter the Price Code i.e. TRA
 
*Enter the price for the Price Code.
 
*Press {{KeyPress|Esc}} and {{Button|Accept}}.
 
  
== Applying the Price Code to Customers ==
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=== Applying the Price Code to Customers ===
*Go to "Sales Ledger" -> "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 "Stock" Tab.
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* Click the {{Tab|Stock}} tab.
*Enter the new Price Code in the {{DataPrompt|Price Code}} field.
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* 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]]
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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