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 | + | 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 {{Menu|{{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}}. |
| − | * | + | * 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}}. | + | * 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 to a Specific Item === |
| − | Go to | + | 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. | ||
| − | * | + | * Click {{Button|Edit}}. |
| − | * | + | * Click on the {{Tab|Prices}} tab. |
| − | * | + | * Click {{Button|Add}}. |
| − | * Enter the Price Code e.g. {{DataValue|TRA}}. | + | * Enter the new Price Code, e.g. {{DataValue|TRA}}. |
| − | * Press {{KeyPress| | + | * Press {{KeyPress|ENTER}} to move to the {{DataPrompt|V.A.T. exc. price}} column. |
| − | ** | + | * Enter the nett price. |
| − | * | + | * Alternatively move to the {{DataPrompt|V.A.T. inc. price}} and enter the price including V.A.T. |
| + | * Click {{Button|Done}} and {{Button|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 === | === Applying the Price Code to Customers === | ||
Go to {{Menu|{{SL}}|Customer File Maintenance|Add or Edit Customers}}. | Go to {{Menu|{{SL}}|Customer File Maintenance|Add or Edit Customers}}. | ||
| − | * | + | * Find the customer name and click {{Button|Search}}. |
| − | * Click {{Button|Edit}} | + | * 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. | ||
| − | * | + | * Click {{Button|Done}} and {{Button|Accept}}. |
| + | |||
| + | {{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 == | ||
| Line 33: | Line 41: | ||
* [[How do I Change the Prices on a Group of Stock Codes?]] | * [[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 | + | * [[Creating a stock item]] |
| − | {{KB_Tags|prices, price, trade prices, special prices, | + | {{KB_Tags|prices, price, trade prices, special prices, stock, price code, trade price, create price code}} |
| − | {{FAQ}}{{KB_ST}}{{ZN_Admin}} | + | {{FAQ}}{{How}}{{KB_ST}}{{ZN_Admin}} |
Latest revision as of 10:28, 27 February 2023
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This article or section is under review. Be aware: Content may change as the document is reviewed. |
Contents
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
- 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?
- Creating a stock item
