Difference between revisions of "How do I Change Prices in Platinum?"

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== 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.  
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{{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|Sales/Cost Price Changes}}.
+
Go to {{Menu|{{ST}}|Maintenance Options|Price & Cost Changes}}
  
 
==== To save your existing prices ====
 
==== To save your existing prices ====
−
* At {{DataPrompt|Price Code to Alter:}}, type {{DataValue|OLD}}. If you see {{DataPrompt|Price Range not found}}, press {{KeyPress|S-F10}} to create the code. Type a description of {{DataValue|Old Prices}}.
+
At {{Tab|Apply changes to}} click into the {{DataPrompt|Sales Prices}} box.
−
* Press {{KeyPress|F2}}, and {{DataPrompt|Based on Price Code:}} followed by {{DataPrompt|Standard Selling Price}} will appear.
+
* Alongside this you will see {{DataPrompt|Price Range}}.
−
* Press {{KeyPress|F5}} to copy your existing prices.
+
* Click into here and type {{DataValue|OLD}}.
 +
** If you see {{DataPrompt|Price Range not found}}, press {{KeyPress|S-F10}}.
 +
** Enter a description of {{DataValue|Old Prices}}.
 +
** Click {{Button|Done}} and {{Button|Accept}}.
  
−
The question {{DataValue|The range amounts are not set. Do you want to continue?}} will pop up. Answer {{DataValue|Yes}}, and the system will copy all your existing retail prices to a price code called "OLD".
+
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.
 +
* 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|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|Create}} to {{DataValue|Yes}} and {{DataPrompt|Delete zero prices}} to {{DataValue|No}}.
 +
* Set {{DataPrompt|Show details for}} to {{DataValue|All}}.
 +
 +
* Click {{Button|Start}}. The screen will display your stock codes. The price to save 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 in both columns match.
 +
* Click {{Button|Update}} and {{Button|Yes}} to confirm.
  
 
==== Increasing your prices ====
 
==== Increasing your prices ====
−
* Once you have saved your current prices: Blank out the price code {{DataValue|OLD}} in {{DataPrompt|Price Code to Alter :}}.
+
Once you have saved your current prices:  
−
* At {{DataPrompt|Increase/Decrease :}}, type the percentage increase that you want, or move across to {{DataPrompt|Amount:}} and enter the '''amount''' by which you want to increase the prices.  
+
 
−
** If you want to maintain your selling price to your customer despite a drop in V.A.T. for example, then you will need to work out what the increase should be. If, say, the V.A.T. rate has been changed from 17.5% to 15%, then you will need to increase your prices by 2.17% '''NETT''' to come back to the same retail price. You can achieve the same thing by increasing the prices by 17.5% and then reducing them by 13.05%.
+
At {{Tab|Apply changes to}} select {{DataValue|Standard Selling Price}} from the {{DataPrompt|Price Range}} drop down menu.
−
* Move down and set the ranges that you want - you can change prices for an individual stock group; a range of stock codes; with a word or words in the description; items from a particular supplier; between two prices.
+
 
−
* To check the prices before they are set, press {{KeyPress|S-F5}} to view the changes on screen.
+
At {{Tab|Base changes on}} the {{DataPrompt|Price Range}} should be left as {{DataValue|Standard Selling Price}}.
−
** You may make individual adjustments under the {{DataPrompt|New Price}} column.  
+
* Check the {{DataPrompt|Changed Pre}} date field is blank else click into it and press {{KeyPress|C-F2}} to clear the date.
−
** Pressing {{KeyPress|F10}} on an item will exclude it from the change.
+
 
−
** Press {{KeyPress|F2}} to post the changes and press {{Button|Accept}}. If you wish to cancel just click {{Button|Ignore}}.
+
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.
−
* If you are doing your complete stock file, you may wish to leave the ranges blank and press {{KeyPress|F5}}. Click {{Button|Yes}} to carry out the change.  
+
 
 +
At {{Tab|Options}}:
 +
* 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 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}}.
 +
* Set {{DataPrompt|Show details for}} to {{DataValue|Changes}}.
 +
* Set {{DataPrompt|Create}} to {{DataValue|No}}.
 +
 
 +
* 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.
 +
** You may make individual adjustments under the {{DataPrompt|New}} column.
 +
** Press {{KeyPress|F10}} on an item to remove it from the list.  
 +
 
 +
* Click {{Button|Update}} and {{Button|Yes}} to confirm.
  
 
{{Tip|text=Consider what you are doing here very carefully before you do it. The changes that you make are implemented immediately.}}
 
{{Tip|text=Consider what you are doing here very carefully before you do it. The changes that you make are implemented immediately.}}
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{{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|section above]]}}
  
−
Once you have saved your current prices, blank out the price code {{DataValue|OLD}} in {{DataPrompt|Price Code to Alter :}}.
+
Once you have saved your current prices:
−
* At {{DataPrompt|Increase/Decrease :}}, type the percentage decrease that you want, or move across to {{DataPrompt|Amount :}} and enter the '''amount''' by which you want to decrease the prices.  
+
 
−
** If you want to maintain your selling price to your customer despite an increase in V.A.T. for example, then you will need to work out what the decrease should be. If, say, the V.A.T. rate has been changed from 17.5% to 20.00%, then you will need to decrease your prices by -2.08% '''NETT''' to come back to the same retail price.
+
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}}.
 +
* 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|Options}}:
 +
* 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 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}}.
 +
* Set {{DataPrompt|Show details for}} to {{DataValue|Changes}}.
 +
* Set {{DataPrompt|Create}} to {{DataValue|No}}.
  
−
{{Note|text=This will changes prices to within one or two pence of the original price}}  
+
* 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.
 +
** You may make individual adjustments under the {{DataPrompt|New}} column.
 +
** Press {{KeyPress|F10}} on an item to remove it from the list.
  
−
* To check the prices before they are set, press {{KeyPress|S-F5}} to view the changes on screen.
+
* Click {{Button|Update}} and {{Button|Yes}} to confirm.
−
** You may make individual adjustments under the {{DataPrompt|New Price}} column.
 
−
** Pressing {{KeyPress|F10}} on an item will exclude it from the change.
 
−
** Press {{KeyPress|F2}} to post the changes and press {{Button|Accept}}. If you wish to cancel just click {{Button|Ignore}}. 
 
−
* If you are doing your complete stock file, you may wish to leave the ranges blank and press {{KeyPress|F5}}. Click {{Button|Yes}} to carry out the change.  
 
  
 
{{Tip|text=Consider what you are doing here very carefully before you do it. The changes that you make are implemented immediately.}}
 
{{Tip|text=Consider what you are doing here very carefully before you do it. The changes that you make are implemented immediately.}}
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== See also ==
 
== See also ==
 
* [[Creating a Stock Item]]
 
* [[Creating a Stock Item]]
−
* [[How do I Credit Items Sold at a Previous VAT Rate?]]
 
−
* [[How do I edit VAT Rates?]]
 
 
* [[How do I Create or Change Labour Rates?]]
 
* [[How do I Create or Change Labour Rates?]]
  
−
{{KB_Tags|VAT, V.A.T., rate, rates, Value added tax, changing VAT, prices, price, changes, changing, change, retail}}
+
{{KB_Tags|prices, price, changes, changing, change, retail}}
 
{{FAQ}}{{KB_ST}}{{ZN_Admin}}
 
{{FAQ}}{{KB_ST}}{{ZN_Admin}}

Revision as of 11:16, 4 October 2017

 This article or section is out of date and scheduled for a review.
Be aware: Content may not match the current version of Platinum.
This article or section is under development.
Be aware: Content will change as the document progresses.

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" 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.

Decreasing your prices

We recommend saving your prices before decreasing - see 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


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