Difference between revisions of "How do I Change Prices in Platinum?"
From Catalyst
Katy Kitchen (talk | contribs) |
(Bulk update) |
||
| (6 intermediate revisions by 3 users not shown) | |||
| Line 1: | Line 1: | ||
| − | |||
| − | |||
== Summary == | == Summary == | ||
| − | This article explains how to change retail prices on {{ST}} items from inside Platinum, and is written on the assumption that the price stored in Platinum is exclusive of V.A.T. | + | This article explains how to change retail prices on {{ST}} items from inside Platinum, and is written on the assumption that the price stored in Platinum is exclusive of V.A.T. |
== More Information == | == More Information == | ||
| − | You may amend individual items through {{Menu|Add or Edit Stock Items}} or amend a range of items using {{Menu|Price & Cost Changes}}. Both methods are described below. | + | You may amend individual items through {{Menu|Add or Edit Stock Items}} or amend a range of items using {{Menu|Price & Cost Changes}}. Both methods are described below. |
=== Individual Items === | === Individual Items === | ||
| − | To change retail prices on a few items, use "Add or Edit Stock Items" to do this. | + | To change retail prices on a few items, use "Add or Edit Stock Items" to do this. |
| − | Go to {{Menu|{{ST}}|Add or Edit Stock Items}}. | + | Go to {{Menu|{{ST}}|Add or Edit Stock Items}}. |
* Search for the item that you want to change. | * Search for the item that you want to change. | ||
* Click {{Button|Edit}}. | * Click {{Button|Edit}}. | ||
| Line 16: | Line 14: | ||
=== Ranges of Items === | === Ranges of Items === | ||
| − | To change a large number of items, use {{Menu|Price & Cost Changes}} to do this. | + | To change a large number of items, use {{Menu|Price & Cost Changes}} to do this. |
{{Note|text=It is sensible to save your old prices into a separate price code. This will allow you to put the prices back if there are any problems.}} | {{Note|text=It is sensible to save your old prices into a separate price code. This will allow you to put the prices back if there are any problems.}} | ||
| − | Go to {{Menu|{{ST}}|Maintenance Options|Price & Cost Changes}} | + | Go to {{Menu|{{ST}}|Maintenance Options|Price & Cost Changes}}. |
==== To save your existing prices ==== | ==== To save your existing prices ==== | ||
| − | At {{Tab|Apply changes to}} click into the {{DataPrompt|Sales Prices}} box. | + | At {{Tab|Apply changes to}}, click into the {{DataPrompt|Sales Prices}} box. |
* Alongside this you will see {{DataPrompt|Price Range}}. | * Alongside this you will see {{DataPrompt|Price Range}}. | ||
* Click into here and type {{DataValue|OLD}}. | * Click into here and type {{DataValue|OLD}}. | ||
| Line 30: | Line 28: | ||
** Click {{Button|Done}} and {{Button|Accept}}. | ** Click {{Button|Done}} and {{Button|Accept}}. | ||
| − | At {{Tab|Base changes on}} click into the {{DataPrompt|Sales Prices}} box. | + | At {{Tab|Base changes on}}, click into the {{DataPrompt|Sales Prices}} box. |
* Alongside this you will see {{DataPrompt|Price Range}}. Select {{DataValue|Standard Selling Price}} from the drop down menu. | * Alongside this you will see {{DataPrompt|Price Range}}. Select {{DataValue|Standard Selling Price}} from the drop down menu. | ||
| − | * Check the {{DataPrompt|Changed Pre}} date field is blank else click into it and press {{KeyPress|C-F2}} to clear the date. | + | * Check the {{DataPrompt|Changed Pre}} date field is blank, else click into it and press {{KeyPress|C-F2}} to clear the date. |
| − | At {{Tab|Stock range}} enter any ranges to define the items for which you would like to save prices else leave all fields blank to save prices for all your stock. | + | At {{Tab|Stock range}}, enter any ranges to define the items for which you would like to save prices, else leave all fields blank to save prices for all your stock. |
| − | At {{Tab|Options}} make sure the {{DataPrompt|Change%}}, {{DataPrompt|Target}} and {{DataPrompt|Value change}} fields are set to 0. | + | At {{Tab|Options}}, make sure the {{DataPrompt|Change%}}, {{DataPrompt|Target}} and {{DataPrompt|Value change}} fields are set to 0. |
* Set {{DataPrompt|Rounding}} to {{DataValue|No}}. | * Set {{DataPrompt|Rounding}} to {{DataValue|No}}. | ||
* Set {{DataPrompt|Create}} to {{DataValue|Yes}} and {{DataPrompt|Delete zero prices}} to {{DataValue|No}}. | * Set {{DataPrompt|Create}} to {{DataValue|Yes}} and {{DataPrompt|Delete zero prices}} to {{DataValue|No}}. | ||
| Line 45: | Line 43: | ||
==== Increasing your prices ==== | ==== Increasing your prices ==== | ||
| − | Once you have saved your current prices: | + | Once you have saved your current prices: |
| − | At {{Tab|Apply changes to}} select {{DataValue|Standard Selling Price}} from the {{DataPrompt|Price Range}} drop down menu. | + | At {{Tab|Apply changes to}}, select {{DataValue|Standard Selling Price}} from the {{DataPrompt|Price Range}} drop down menu. |
| − | At {{Tab|Base changes on}} the {{DataPrompt|Price Range}} should be left as {{DataValue|Standard Selling Price}}. | + | At {{Tab|Base changes on}}, the {{DataPrompt|Price Range}} should be left as {{DataValue|Standard Selling Price}}. |
| − | * Check the {{DataPrompt|Changed Pre}} date field is blank else click into it and press {{KeyPress|C-F2}} to clear the date. | + | * Check the {{DataPrompt|Changed Pre}} date field is blank, else click into it and press {{KeyPress|C-F2}} to clear the date. |
| − | At {{Tab|Stock range}} enter any ranges to define the items to which to apply the price increase else leave all fields blank. This method will increase your standard retail price for all stock items. | + | At {{Tab|Stock range}}, enter any ranges to define the items to which to apply the price increase, else leave all fields blank. This method will increase your standard retail price for all stock items. |
At {{Tab|Options}}: | At {{Tab|Options}}: | ||
| − | * Select the {{DataPrompt|Price change}} method. | + | * Select the {{DataPrompt|Price change}} method. |
| − | ** To increase by a percentage choose {{DataValue|Increase}} and enter the percentage in the {{DataPrompt|Change%}} field. | + | ** To increase by a percentage, choose {{DataValue|Increase}} and enter the percentage in the {{DataPrompt|Change%}} field. |
| − | ** To increase by a fixed amount choose {{DataValue|Actual}} and enter the amount in the {{DataPrompt|Value change}} field. | + | ** To increase by a fixed amount, choose {{DataValue|Actual}} and enter the amount in the {{DataPrompt|Value change}} field. |
| − | * Choose whether you wish to use {{DataPrompt|Rounding}} selecting {{DataValue|Yes/No}}. | + | * Choose whether you wish to use {{DataPrompt|Rounding}} by selecting {{DataValue|Yes/No}}. This will set the price to the nearest penny. |
* Set {{DataPrompt|Show details for}} to {{DataValue|Changes}}. | * Set {{DataPrompt|Show details for}} to {{DataValue|Changes}}. | ||
* Set {{DataPrompt|Create}} to {{DataValue|No}}. | * Set {{DataPrompt|Create}} to {{DataValue|No}}. | ||
| − | * Click {{Button|Start}}. The screen will display your stock codes. | + | * Click {{Button|Start}}. The screen will display your stock codes. |
The new Selling Price will be listed under the {{DataPrompt|New}} column. The current ''Standard Selling Price'' will be displayed in the {{DataPrompt|Notes}} column. Take a quick look to make sure the prices are as you wish them to be. | The new Selling Price will be listed under the {{DataPrompt|New}} column. The current ''Standard Selling Price'' will be displayed in the {{DataPrompt|Notes}} column. Take a quick look to make sure the prices are as you wish them to be. | ||
| − | ** You may make individual adjustments under the {{DataPrompt|New}} column. | + | ** You may make individual adjustments under the {{DataPrompt|New}} column. |
| − | ** Press {{KeyPress|F10}} on an item to remove it from the list. | + | ** Press {{KeyPress|F10}} on an item to remove it from the list. |
* Click {{Button|Update}} and {{Button|Yes}} to confirm. | * Click {{Button|Update}} and {{Button|Yes}} to confirm. | ||
| Line 72: | Line 70: | ||
==== Decreasing your prices ==== | ==== Decreasing your prices ==== | ||
| − | {{Note|text=We recommend saving your prices before decreasing - see [[How do I Change Prices in Platinum?#To save your existing prices|section above]]}} | + | {{Note|text=We recommend saving your prices before decreasing - see [[How do I Change Prices in Platinum?#To save your existing prices|the section above]].}} |
| − | Once you have saved your current prices: | + | Once you have saved your current prices: |
| − | At {{Tab|Apply changes to}} select {{DataValue|Standard Selling Price}} from the {{DataPrompt|Price Range}} drop down menu. | + | At {{Tab|Apply changes to}}, select {{DataValue|Standard Selling Price}} from the {{DataPrompt|Price Range}} drop down menu. |
| − | At {{Tab|Base changes on}} the {{DataPrompt|Price Range}} should be left as {{DataValue|Standard Selling Price}}. | + | At {{Tab|Base changes on}}, the {{DataPrompt|Price Range}} should be left as {{DataValue|Standard Selling Price}}. |
| − | * Check the {{DataPrompt|Changed Pre}} date field is blank else click into it and press {{KeyPress|C-F2}} to clear the date. | + | * Check the {{DataPrompt|Changed Pre}} date field is blank, else click into it and press {{KeyPress|C-F2}} to clear the date. |
| − | At {{Tab|Stock range}} enter any ranges to define the items to which to apply the price decrease else leave all fields blank. This method will decrease your standard retail price for all stock items. | + | At {{Tab|Stock range}}, enter any ranges to define the items to which to apply the price decrease, else leave all fields blank. This method will decrease your standard retail price for all stock items. |
At {{Tab|Options}}: | At {{Tab|Options}}: | ||
| − | * Select the {{DataPrompt|Price change}} method. | + | * Select the {{DataPrompt|Price change}} method. |
| − | ** To decrease by a percentage choose {{DataValue|Decrease}} and enter the percentage in the {{DataPrompt|Change%}} field. | + | ** To decrease by a percentage, choose {{DataValue|Decrease}} and enter the percentage in the {{DataPrompt|Change%}} field. |
| − | ** To decrease by a fixed amount choose {{DataValue|Actual}} and enter the amount in the {{DataPrompt|Value change}} field. Remember to enter the value as a negative value. | + | ** To decrease by a fixed amount, choose {{DataValue|Actual}} and enter the amount in the {{DataPrompt|Value change}} field. Remember to enter the value as a negative value. |
* Choose whether you wish to use {{DataPrompt|Rounding}} selecting {{DataValue|Yes/No}}. | * Choose whether you wish to use {{DataPrompt|Rounding}} selecting {{DataValue|Yes/No}}. | ||
* Set {{DataPrompt|Show details for}} to {{DataValue|Changes}}. | * Set {{DataPrompt|Show details for}} to {{DataValue|Changes}}. | ||
* Set {{DataPrompt|Create}} to {{DataValue|No}}. | * Set {{DataPrompt|Create}} to {{DataValue|No}}. | ||
| − | * Click {{Button|Start}}. The screen will display your stock codes. | + | * Click {{Button|Start}}. The screen will display your stock codes. |
The new Selling Price will be listed under the {{DataPrompt|New}} column. The current ''Standard Selling Price'' will be displayed in the {{DataPrompt|Notes}} column. Take a quick look to make sure the prices are as you wish them to be. | The new Selling Price will be listed under the {{DataPrompt|New}} column. The current ''Standard Selling Price'' will be displayed in the {{DataPrompt|Notes}} column. Take a quick look to make sure the prices are as you wish them to be. | ||
| − | ** You may make individual adjustments under the {{DataPrompt|New}} column. | + | ** You may make individual adjustments under the {{DataPrompt|New}} column. |
| − | ** Press {{KeyPress|F10}} on an item to remove it from the list. | + | ** Press {{KeyPress|F10}} on an item to remove it from the list. |
* Click {{Button|Update}} and {{Button|Yes}} to confirm. | * Click {{Button|Update}} and {{Button|Yes}} to confirm. | ||
| Line 101: | Line 99: | ||
== See also == | == See also == | ||
| − | * [[ | + | * [[How do I create or edit workshop labour rates?]] |
| − | * [[How do I | + | * [[How do I Change the Prices on a Group of Stock Codes?]] |
| + | * [[How do I Set up Price Codes?]] | ||
| + | * [[Creating a stock item]] | ||
| − | {{KB_Tags|prices, price, changes, changing, change, retail}} | + | {{KB_Tags|prices, price, changes, changing, change, retail, decrease, increase, selling price, price code, change retail, cost price, supplier price}} |
| − | {{FAQ}}{{KB_ST}}{{ZN_Admin}} | + | {{FAQ}}{{How}}{{KB_ST}}{{ZN_Admin}} |
Latest revision as of 05:30, 19 June 2019
Contents
Summary
This article explains how to change retail prices on Stock Control items from inside Platinum, and is written on the assumption that the price stored in Platinum is exclusive of V.A.T.
More Information
You may amend individual items through " Add or Edit Stock Items" or amend a range of items using " Price & Cost Changes". Both methods are described below.
Individual Items
To change retail prices on a few items, use "Add or Edit Stock Items" to do this.
Go to " Stock Control Add or Edit Stock Items".
- Search for the item that you want to change.
- Click [Edit].
- Move to "Retail price:" and type the new price. If your prices are exclusive of V.A.T., type the nett price that you want to charge. You can type the price inclusive of V.A.T. and then press <F2> to deduct the V.A.T.
Ranges of Items
To change a large number of items, use " Price & Cost Changes" to do this.
 | It is sensible to save your old prices into a separate price code. This will allow you to put the prices back if there are any problems. |
Go to " Stock Control Maintenance Options Price & Cost Changes".
To save your existing prices
At [Apply changes to], click into the "Sales Prices" box.
- Alongside this you will see "Price Range".
- Click into here and type 'OLD'.
- If you see "Price Range not found", press <Shift+F10>.
- Enter a description of 'Old Prices'.
- Click [Done] and [Accept].
At [Base changes on], click into the "Sales Prices" box.
- Alongside this you will see "Price Range". Select 'Standard Selling Price' from the drop down menu.
- Check the "Changed Pre" date field is blank, else click into it and press <Ctrl+F2> to clear the date.
At [Stock range], enter any ranges to define the items for which you would like to save prices, else leave all fields blank to save prices for all your stock.
At [Options], make sure the "Change%", "Target" and "Value change" fields are set to 0.
- Set "Rounding" to 'No'.
- Set "Create" to 'Yes' and "Delete zero prices" to 'No'.
- Set "Show details for" to 'All'.
- Click [Start]. The screen will display your stock codes. The price to save will be listed under the "New" column. The current Standard Selling Price will be displayed in the "Notes" column. Take a quick look to make sure the prices in both columns match.
- Click [Update] and [Yes] to confirm.
Increasing your prices
Once you have saved your current prices:
At [Apply changes to], select 'Standard Selling Price' from the "Price Range" drop down menu.
At [Base changes on], the "Price Range" should be left as 'Standard Selling Price'.
- Check the "Changed Pre" date field is blank, else click into it and press <Ctrl+F2> to clear the date.
At [Stock range], enter any ranges to define the items to which to apply the price increase, else leave all fields blank. This method will increase your standard retail price for all stock items.
At [Options]:
- Select the "Price change" method.
- To increase by a percentage, choose 'Increase' and enter the percentage in the "Change%" field.
- To increase by a fixed amount, choose 'Actual' and enter the amount in the "Value change" field.
- Choose whether you wish to use "Rounding" by selecting 'Yes/No'. This will set the price to the nearest penny.
- Set "Show details for" to 'Changes'.
- Set "Create" to 'No'.
- Click [Start]. The screen will display your stock codes.
The new Selling Price will be listed under the "New" column. The current Standard Selling Price will be displayed in the "Notes" column. Take a quick look to make sure the prices are as you wish them to be.
- You may make individual adjustments under the "New" column.
- Press <F10> on an item to remove it from the list.
- Click [Update] and [Yes] to confirm.
 | Consider what you are doing here very carefully before you do it. The changes that you make are implemented immediately. |
Decreasing your prices
| We recommend saving your prices before decreasing - see the section above. |
Once you have saved your current prices:
At [Apply changes to], select 'Standard Selling Price' from the "Price Range" drop down menu.
At [Base changes on], the "Price Range" should be left as 'Standard Selling Price'.
- Check the "Changed Pre" date field is blank, else click into it and press <Ctrl+F2> to clear the date.
At [Stock range], enter any ranges to define the items to which to apply the price decrease, else leave all fields blank. This method will decrease your standard retail price for all stock items.
At [Options]:
- Select the "Price change" method.
- To decrease by a percentage, choose 'Decrease' and enter the percentage in the "Change%" field.
- To decrease by a fixed amount, choose 'Actual' and enter the amount in the "Value change" field. Remember to enter the value as a negative value.
- Choose whether you wish to use "Rounding" selecting 'Yes/No'.
- Set "Show details for" to 'Changes'.
- Set "Create" to 'No'.
- Click [Start]. The screen will display your stock codes.
The new Selling Price will be listed under the "New" column. The current Standard Selling Price will be displayed in the "Notes" column. Take a quick look to make sure the prices are as you wish them to be.
- You may make individual adjustments under the "New" column.
- Press <F10> on an item to remove it from the list.
- Click [Update] and [Yes] to confirm.
| Consider what you are doing here very carefully before you do it. The changes that you make are implemented immediately. |
See also
- How do I create or edit workshop labour rates?
- How do I Change the Prices on a Group of Stock Codes?
- How do I Set up Price Codes?
- Creating a stock item
