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

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(Creating a New Price Code)
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* Click {{Button|Add}} to add a new Price Code.
 
* 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.  
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* Click {{Button|Done}} and {{Button|Accept}} to save the Price Code.
  
 
=== Applying the Price Code to a Specific Item ===
 
=== Applying the Price Code to a Specific Item ===

Revision as of 12:43, 4 October 2017

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


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