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

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=== 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 {{Menu|{{ST}}|Maintenance Options|Price, Group & Depot Codes|Add or Edit Price Ranges}}.  
 
* 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}}.
 
* Enter a three character code and a suitable description e.g. {{DataValue|TRA}} and {{DataValue|Trade Price List}}.
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=== Applying the Price Code ===
 
=== Applying the Price Code ===
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.
 
* Press {{KeyPress|F5}} to edit the item.
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=== 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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* Type in the Customer's "Name/Postcode/Account Code" on the {{DataPrompt|Search on:}} field and click {{Button|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 {{Tab|Stock}} tab.
 
* Click the {{Tab|Stock}} tab.
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== 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 Prices in Platinum?]]
 
* [[How do I Change Prices in Platinum?]]
 
* [[Creating a Stock Item]]
 
* [[Creating a Stock Item]]

Revision as of 10:57, 19 March 2015

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".

  • 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> or click on the [Prices] tab, to edit the prices.
  • Press <F6> or Click [Add].
  • Enter the Price Code e.g. 'TRA'.
  • Press <Enter> once to enter the "V.A.T. exc. price" or:
    • Press <Enter> twice to enter the "V.A.T. inc. price" for the Price Code.
  • Press <Esc> or click [Done] 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


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Keywords AND Misspellings
prices, price, trade prices, special prices, Stock, prices