How do I Set up Price Codes?

From Catalyst
Revision as of 09:17, 5 October 2017 by Katy Kitchen (talk | contribs) (See also)
Jump to: navigation, search

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


Feedback
Thank you for using our Knowledge Base, we value your feedback. Did you find this article useful? 'Yes' or 'No'
Keywords AND Misspellings
prices, price, trade prices, special prices, Stock, prices, price code, trade price, create price code