Discussion

Difference between revisions of "Price List"

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<div style="text-align: center;">
 
<div style="text-align: center;">
−
[[Maintenance]] | [[Price List]] | [[Chart of Account]] | [[Customer]] | [[Item Master]] | [[Unit of Measure]]
+
[[Maintenance]] | [[Price List]] | [[Customer]] | [[Item Master]] | [[Unit of Measure]]
−
</div><br />
+
</div>
 
==Price List==
 
==Price List==
 
This maintenance screen allows the users to configure the prices of the items to be used in their transaction
 
This maintenance screen allows the users to configure the prices of the items to be used in their transaction
  
 
=====Price List Record=====
 
=====Price List Record=====
−
[[File:Price List Record.png|center|thumb|Price List Record]]
+
[[File:Price List Record.png|center|thumb|Price List Record]]Notes:
  
 +
* Price List Record provides a set of prices on items depending on the tagged [[Customer]] on it.
 +
* If there are no set Price on a specific item. The price will be defaulted to zero.
 +
* Prices of Items will be shown when the user is using the following modules
 +
 +
{| class="wikitable"
 +
|Sales Module
 +
 +
* [[Sales Quotation]]
 +
* [[Sales Order]]
 +
* [[Delivery Receipt]]
 +
* [[Sales Invoice]]
 +
|Purchase Module
 +
 +
* [[Import Purchase Order]]
 +
* [[Purchase Order]]
 +
* [[Purchase Receipt]]
 +
|}
 +
<br />
 
=====Adding Price List=====
 
=====Adding Price List=====
 
[[File:Adding Price List.png|center|thumb|864x864px|Adding Price List]]
 
[[File:Adding Price List.png|center|thumb|864x864px|Adding Price List]]
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**To check, refer to [[Item Master]] Maintenance Module.
 
**To check, refer to [[Item Master]] Maintenance Module.
 
**The Item status should be '''ACTIVE''' in order for its price to be adjusted.
 
**The Item status should be '''ACTIVE''' in order for its price to be adjusted.
−
* For detailed instructions on how to create a Price List, the user may visit Price List Job Aids which can be found [[Price List Aids|here]]
+
*For detailed instructions on how to create a Price List, the user may visit Price List Job Aids which can be found [[Price List Aids|here]]
  
 
=====Editing Price List=====
 
=====Editing Price List=====
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|•Unit of Measure of the Item
 
|•Unit of Measure of the Item
 
|•Alphanumeric
 
|•Alphanumeric
−
|}Notes:<br />
+
|}Notes:
  
 
*When adding an Item in the Pricelist, the system required to put the Item Code. Double-check the item code that corresponds to the item that the price to be updated.
 
*When adding an Item in the Pricelist, the system required to put the Item Code. Double-check the item code that corresponds to the item that the price to be updated.
 
**To check, refer to [[Item Master]] Maintenance Module.
 
**To check, refer to [[Item Master]] Maintenance Module.
 
**The Item status should be '''ACTIVE''' in order for its price to be adjusted.
 
**The Item status should be '''ACTIVE''' in order for its price to be adjusted.
−
* For detailed instructions on how to edit a Price List, the user may visit Price List Job Aids which can be found [[Price List Aids|here]]
+
*For detailed instructions on how to edit a Price List, the user may visit Price List Job Aids which can be found [[Price List Aids|here]]
  
 
=====Price List Option=====
 
=====Price List Option=====
−
[[File:Price List Option.png|center|thumb|Price List Option]]
+
[[File:Price List Option.png|center|thumb|Price List Option]]Notes:
 +
 
 +
* For detailed instructions on how to Export and Import a Price List, the user may visit Price List Job Aids which can be found [[Price List|here]]
  
 
======Price List Importing Option======
 
======Price List Importing Option======
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*When importing Price List, Tagging the same item to pricelist with the same [[Customer]] type is restricted.
 
*When importing Price List, Tagging the same item to pricelist with the same [[Customer]] type is restricted.
 
*Adding Multiple Items with the same Price List name by changing only the Item Code and Final Selling Price each row in the template. Please make sure that the contents from the price list name up to price markup are the same.
 
*Adding Multiple Items with the same Price List name by changing only the Item Code and Final Selling Price each row in the template. Please make sure that the contents from the price list name up to price markup are the same.
 +
*For detailed instructions on how to Import Pricelist, the user may visit Price list Job Aids which can be found [[Price List Aids|here]]
  
 
======Price List Record Option======
 
======Price List Record Option======
−
[[File:Price List Record Option.png|center|thumb|Price List Record Option]]
+
[[File:Price List Record Option.png|center|thumb|Price List Record Option]]Notes:
  
 +
* For detailed instructions on how to View, Edit, Tag Customers, Activate/Deactivate and Delete a Pricelist, the user may visit Price list Job Aids which can be found [[Price List Aids|here]]
 +
 +
<br />
 
======Price List View Record======
 
======Price List View Record======
−
[[File:Price List View Record.png|center|thumb|Price List View Record]]
+
[[File:Price List View Record.png|center|thumb|Price List View Record]]Notes:
 +
 
 +
* For detailed instructions on how to View a Pricelist, the user may visit Price list Job Aids which can be found [[Price List Aids|here]]<br />
  
 
======Price List Tag Customer View List======
 
======Price List Tag Customer View List======
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Notes:
 
Notes:
  
−
*The Customer status should be "ACTIVE" when tagging it to the Price List.
+
*The Customer status should be '''ACTIVE''' when tagging it to the Price List.
−
**When using the customer on a transaction. The tagged pricelist to it will be used as default.<br />
+
**When using the [[Customer]] on a transaction. The tagged pricelist to it will be used as default.
 +
 
 +
* For detailed instructions on how to Import Pricelist, the user may visit Price list Job Aids which can be found [[Price List Aids|here]]
  
 
=====Price Master List Record=====
 
=====Price Master List Record=====
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*If there are no amount placed in the Master Price List, the default price will be zero.
 
*If there are no amount placed in the Master Price List, the default price will be zero.
 +
 +
* For detailed instructions on how to Set Selling Price on Master Price List, the user may visit Price list Job Aids which can be found [[Price List Aids|here]]
  
 
======Price Master List Option======
 
======Price Master List Option======
−
[[File:Price Master List Option.png|center|thumb|Price Master List Option]]
+
[[File:Price Master List Option.png|center|thumb|Price Master List Option]]Notes:
 +
 
 +
* For detailed instructions on how to Import and Export Master Price List, the user may visit Price list Job Aids which can be found [[Price List Aids|here]]
  
 
======Price Master Importing Option======
 
======Price Master Importing Option======
−
[[File:Price Master Importing Option.png|center|thumb|Price Master Importing Option]]
+
[[File:Price Master Importing Option.png|center|thumb|Price Master Importing Option]]Notes:
 +
 
 +
* For detailed instructions on how to Import Price List, the user may visit Price list Job Aids which can be found [[Price List Aids|here]]
 +
 
 
<br />
 
<br />
 
{| class="wikitable"
 
{| class="wikitable"
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|-
 
|-
 
|Maintenance
 
|Maintenance
−
|[[Maintenance]]<nowiki> | </nowiki>[[Price List]]<nowiki> | </nowiki>[[Chart of Account]]<nowiki> | </nowiki>[[Customer]]<nowiki> | </nowiki>[[Item Master]]<nowiki> | </nowiki>[[Unit of Measure]]
+
|[[Maintenance]]<nowiki> | </nowiki>[[Price List]]<nowiki> | </nowiki>[[Customer]]<nowiki> | </nowiki>[[Item Master]]<nowiki> | </nowiki>[[Unit of Measure]]
 
|-
 
|-
 
|Sales
 
|Sales
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|-
 
|-
 
|Purchase
 
|Purchase
−
|[[Import Purchase Order]]<nowiki> | </nowiki>[[Purchase Requisition]]<nowiki> | </nowiki>[[Purchase Order]]<nowiki> | </nowiki>[[Purchase Receipt]]
+
|[[Import Purchase Order]]<nowiki> | </nowiki>[[Purchase Order]]<nowiki> | </nowiki>[[Purchase Receipt]]
 
|-
 
|-
 
| colspan="2" style="vertical-align:middle;text-align:center;" |'''Job Aid Modules'''
 
| colspan="2" style="vertical-align:middle;text-align:center;" |'''Job Aid Modules'''
 
|-
 
|-
 
|Maintenance Aids
 
|Maintenance Aids
−
|[[Price List Aids]]<nowiki> | </nowiki>[[Chart of Accounts Aids]]<nowiki> | </nowiki>[[Customer Aids]]<nowiki> | </nowiki>[[Item Master Aids]]<nowiki> | </nowiki>[[Unit of Measure Aids]]
+
|[[Price List Aids]]<nowiki> | </nowiki>[[Customer Aids]]<nowiki> | </nowiki>[[Item Master Aids]]<nowiki> | </nowiki>[[Unit of Measure Aids]]
 
|-
 
|-
 
|Sales Aids
 
|Sales Aids
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|-
 
|-
 
|Purchase Aids
 
|Purchase Aids
−
|[[Import Purchase Order Aid]]<nowiki> | </nowiki>[[Purchase Requisition Aid]]<nowiki> | </nowiki>[[Purchase Order Aid]]<nowiki> | </nowiki>[[Purchase Receipt Aid]]
+
|[[Import Purchase Order Aid]]<nowiki> | </nowiki>[[Purchase Order Aid]]<nowiki> | </nowiki>[[Purchase Receipt Aid]]
 
|}
 
|}

Revision as of 12:18, 28 January 2021

Price List

This maintenance screen allows the users to configure the prices of the items to be used in their transaction

Price List Record
File:Price List Record.png
Price List Record

Notes:

  • Price List Record provides a set of prices on items depending on the tagged Customer on it.
  • If there are no set Price on a specific item. The price will be defaulted to zero.
  • Prices of Items will be shown when the user is using the following modules
Sales Module Purchase Module


Adding Price List
File:Adding Price List.png
Adding Price List
Field Description Expected Values
1.Price List Code •Code of the Price List •Alphanumeric
2.Price List Name •Name of the Price List •Alphanumeric
3.Description •Description of the Price List •Alphanumeric
4.Item Code •Item to be included on the Price List •Item List provided on Item Master Maintenance Module
5.Original Price •Original Price of the Item •Number
6.Adjusted Price •New Price of the Item •Number
7.UOM •Unit of Measure of the Item •Alphanumeric

Notes:

  • Price List Code is unique for each record, Once created, the Price List Code Field cannot be edited.
  • When adding an Item in the Pricelist, the system required to put the Item Code. Double-check the item code that corresponds to the item that the price to be updated.
    • To check, refer to Item Master Maintenance Module.
    • The Item status should be ACTIVE in order for its price to be adjusted.
  • For detailed instructions on how to create a Price List, the user may visit Price List Job Aids which can be found here
Editing Price List
File:Editing Price List.png
Editing Price List
Field Description Expected Values
1.Price List Name •Name of the Price List •Alphanumeric
2.Description •Description of the Price List •Alphanumeric
3.Item Code •Item to be included on the Price List •Item List provided on Item Master Maintenance Module
4.Original Price •Original Price of the Item •Number
5.Adjusted Price •New Price of the Item •Number
6.UOM •Unit of Measure of the Item •Alphanumeric

Notes:

  • When adding an Item in the Pricelist, the system required to put the Item Code. Double-check the item code that corresponds to the item that the price to be updated.
    • To check, refer to Item Master Maintenance Module.
    • The Item status should be ACTIVE in order for its price to be adjusted.
  • For detailed instructions on how to edit a Price List, the user may visit Price List Job Aids which can be found here
Price List Option
File:Price List Option.png
Price List Option

Notes:

  • For detailed instructions on how to Export and Import a Price List, the user may visit Price List Job Aids which can be found here
Price List Importing Option
File:Price List Importing Option.png
Price List Importing Option

Notes:

  • When importing Price List, Tagging the same item to pricelist with the same Customer type is restricted.
  • Adding Multiple Items with the same Price List name by changing only the Item Code and Final Selling Price each row in the template. Please make sure that the contents from the price list name up to price markup are the same.
  • For detailed instructions on how to Import Pricelist, the user may visit Price list Job Aids which can be found here
Price List Record Option
File:Price List Record Option.png
Price List Record Option

Notes:

  • For detailed instructions on how to View, Edit, Tag Customers, Activate/Deactivate and Delete a Pricelist, the user may visit Price list Job Aids which can be found here


Price List View Record
File:Price List View Record.png
Price List View Record

Notes:

  • For detailed instructions on how to View a Pricelist, the user may visit Price list Job Aids which can be found here
Price List Tag Customer View List
File:Price List Tag Customer View Record.png
Price List Tag Customer View Record

Notes:

  • The Customer status should be ACTIVE when tagging it to the Price List.
    • When using the Customer on a transaction. The tagged pricelist to it will be used as default.
  • For detailed instructions on how to Import Pricelist, the user may visit Price list Job Aids which can be found here
Price Master List Record
File:Price Master List Record.png
Price Master List Record
Field Description Expected Value
1.Selling Price •Selling Price of an Item •Number
2.Edit Button •Allows the user to Edit the Selling Price •Enables Selling Price Field

Notes:

  • If there are no amount placed in the Master Price List, the default price will be zero.
  • For detailed instructions on how to Set Selling Price on Master Price List, the user may visit Price list Job Aids which can be found here
Price Master List Option
File:Price Master List Option.png
Price Master List Option

Notes:

  • For detailed instructions on how to Import and Export Master Price List, the user may visit Price list Job Aids which can be found here
Price Master Importing Option
File:Price Master Importing Option.png
Price Master Importing Option

Notes:

  • For detailed instructions on how to Import Price List, the user may visit Price list Job Aids which can be found here


Categories:
Modules
Maintenance Maintenance | Price List | Customer | Item Master | Unit of Measure
Sales Sales Quotation | Sales Order | Delivery Receipt | Sales Invoice
Purchase Import Purchase Order | Purchase Order | Purchase Receipt
Job Aid Modules
Maintenance Aids Price List Aids | Customer Aids | Item Master Aids | Unit of Measure Aids
Sales Aids Sales Quotation Aids | Sales Order Aids | Delivery Receipt Aids | Sales Invoice Aids
Purchase Aids Import Purchase Order Aid | Purchase Order Aid | Purchase Receipt Aid
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