Difference between revisions of "Price List"

 
(7 intermediate revisions by the same user not shown)
Line 6: Line 6:
 
=====Requirements before using Price List=====
 
=====Requirements before using Price List=====
  
*The user should setup the following [[Maintenance]] Module in order to proceed on using the [[Pricelist|Price List]]
+
*The user should setup the following [[Maintenance]] Module in order to proceed on using the [[Price List]]
 
*#[[Customer]]
 
*#[[Customer]]
 
*#[[Item Class]]
 
*#[[Item Class]]
Line 14: Line 14:
  
 
=====Price List Record=====
 
=====Price List Record=====
[[File:Price List Record.png|center|thumb|Price List Record]]Notes:
+
[[File:Maintenance - Price List - Record List.png|border|center|1500x1500px]]
 +
 
 +
 
 +
Notes:
  
 
*Price List Record provides a set of prices on items depending on the tagged [[Customer]] on it.
 
*Price List Record provides a set of prices on items depending on the tagged [[Customer]] on it.
Line 36: Line 39:
  
 
#Go to Maintenance then click [[Price List]]
 
#Go to Maintenance then click [[Price List]]
#Click Add '''Price List''' Button
+
#Under Price List Screen, Click Add '''Price List'''
#Fill up the necessary fields. Please make sure that all tabs are filled out then click '''Save.'''<br />
+
#Fill out the necessary fields the click Save. Note: Fields with * are require fields
  
 +
[[File:Maintenance - Price List - Add.png|border|center|1500x1500px]]
 +
<br />
 
{| class="wikitable" style="margin: auto;"
 
{| class="wikitable" style="margin: auto;"
!Field
+
!'''Field'''
!Description
+
!'''Description'''
!Expected Values
+
!'''Allowed Inputs'''
 +
!'''Restricted Inputs'''
 +
!'''Character Limit'''
 +
!'''Required Field?'''
 
|-
 
|-
 
|1.Price List Code
 
|1.Price List Code
 
|•Code of the Price List
 
|•Code of the Price List
|•Alphanumeric
+
|*Alphanumeric
 +
<nowiki>*</nowiki>Dash "-"
 +
 
 +
<nowiki>*</nowiki>Underscore "_"
 +
| style="vertical-align:middle;text-align:center;" |Other special characters not mentioned
 +
| style="vertical-align:middle;text-align:center;" |20
 +
| style="vertical-align:middle;text-align:center;" |Yes
 
|-
 
|-
 
|2.Price List Name
 
|2.Price List Name
 
|•Name of the Price List
 
|•Name of the Price List
|•Alphanumeric
+
|*Alphanumeric
 +
<nowiki>*</nowiki>Special Characters (Period, Comma, Space, Percent, Ampersand, Left Parenthesis, Right Parenthesis, Left Bracket, Right Bracket, Underscore, Minus, Plus, Equal, Slash, Dollar Sign, Number Sign, At Sign, Exclamation, Single Quote, Double Quote, Colon, and Semicolon)
 +
| style="vertical-align:middle;text-align:center;" |*Alphanumeric
 +
<nowiki>*</nowiki>Special Characters (Period, Comma, Space, Percent, Ampersand, Left Parenthesis, Right Parenthesis, Left Bracket, Right Bracket, Underscore, Minus, Plus, Equal, Slash, Dollar Sign, Number Sign, At Sign, Exclamation, Single Quote, Double Quote, Colon, and Semicolon)
 +
| style="vertical-align:middle;text-align:center;" |50
 +
| style="vertical-align:middle;text-align:center;" |Yes
 
|-
 
|-
 
|3.Description
 
|3.Description
 
|•Description of the Price List
 
|•Description of the Price List
 
|•Alphanumeric
 
|•Alphanumeric
 +
| style="vertical-align:middle;text-align:center;" |None
 +
| style="vertical-align:middle;text-align:center;" |250
 +
| style="vertical-align:middle;text-align:center;" |Yes
 
|-
 
|-
 
|4.Item Code
 
|4.Item Code
 
|•Item to be included on the Price List
 
|•Item to be included on the Price List
 
|•Item List provided on Item Master Maintenance Module
 
|•Item List provided on Item Master Maintenance Module
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
| style="vertical-align:middle;text-align:center;" |Yes
 +
|-
 +
|5. Item Description
 +
|•Description of the Item
 +
|N/A
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
| style="vertical-align:middle;text-align:center;" |N/A
 
|-
 
|-
|5.Original Price
+
|6.Original Price
 
|•Original Price of the Item
 
|•Original Price of the Item
|•Number
+
|N/A
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
| style="vertical-align:middle;text-align:center;" |N/A
 
|-
 
|-
|6.Adjusted Price
+
|7.Adjusted Price
 
|•New Price of the Item
 
|•New Price of the Item
|•Number
+
|•Numeric
 +
| style="vertical-align:middle;text-align:center;" |Any inputs except numeric
 +
| style="vertical-align:middle;text-align:center;" |100
 +
| style="vertical-align:middle;text-align:center;" |Yes
 
|-
 
|-
|7.UOM
+
|8.UOM
 
|•Unit of Measure of the Item
 
|•Unit of Measure of the Item
|•Alphanumeric
+
|N/A
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
| style="vertical-align:middle;text-align:center;" |N/A
 
|}
 
|}
 
Notes:
 
Notes:
Line 79: Line 120:
 
**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.
  
 +
=====Viewing Price List=====
 +
 +
#Go to Maintenance then click [[Price List]]
 +
#Select a Price List record that needs to view its details. Click the drop-down arrow then click View.
 +
#The user has an option to edit the Price List Record upon viewing it
 +
 +
[[File:Maintenance - Price List - View.png|border|center|3341x3341px]]
 +
<br />
 
=====Editing Price List=====
 
=====Editing Price List=====
  
 
#Go to Maintenance then click [[Price List]]
 
#Go to Maintenance then click [[Price List]]
#Select the Price List that needs an update. Click the drop-down arrow then click '''Edit'''
+
#Select the Price List that needs to update its details. Click the drop-down arrow then click '''Edit'''
 
#Update the necessary Fields and Click '''Save'''
 
#Update the necessary Fields and Click '''Save'''
  
{| class="wikitable" style="margin: auto;"
+
[[File:Maintenance - Price List - Edit.png|border|center|3096x3096px]]
!Field
+
<br />
!Description
+
{| class="wikitable" style="margin: auto;" data-ve-attributes="{&quot;style&quot;:&quot;margin: auto;&quot;}"
!Expected Values
+
!'''Field'''
 +
!'''Description'''
 +
!'''Allowed Inputs'''
 +
!'''Restricted Inputs'''
 +
!'''Character Limit'''
 +
!'''Required Field?'''
 
|-
 
|-
 
|1.Price List Code
 
|1.Price List Code
 
|•Code of the Price List
 
|•Code of the Price List
|•Alphanumeric
+
| style="vertical-align:middle;text-align:center;" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 
|-
 
|-
 
|2.Price List Name
 
|2.Price List Name
 
|•Name of the Price List
 
|•Name of the Price List
|•Alphanumeric
+
|*Alphanumeric
 +
<nowiki>*</nowiki>Special Characters (Period, Comma, Space, Percent, Ampersand, Left Parenthesis, Right Parenthesis, Left Bracket, Right Bracket, Underscore, Minus, Plus, Equal, Slash, Dollar Sign, Number Sign, At Sign, Exclamation, Single Quote, Double Quote, Colon, and Semicolon)
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |*Alphanumeric
 +
<nowiki>*</nowiki>Special Characters (Period, Comma, Space, Percent, Ampersand, Left Parenthesis, Right Parenthesis, Left Bracket, Right Bracket, Underscore, Minus, Plus, Equal, Slash, Dollar Sign, Number Sign, At Sign, Exclamation, Single Quote, Double Quote, Colon, and Semicolon)
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |50
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
 
|-
 
|-
 
|3.Description
 
|3.Description
 
|•Description of the Price List
 
|•Description of the Price List
 
|•Alphanumeric
 
|•Alphanumeric
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |None
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |250
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
 
|-
 
|-
 
|4.Item Code
 
|4.Item Code
 
|•Item to be included on the Price List
 
|•Item to be included on the Price List
 
|•Item List provided on Item Master Maintenance Module
 
|•Item List provided on Item Master Maintenance Module
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
 
|-
 
|-
|5.Original Price
+
|5. Item Description
 +
|•Description of the Item
 +
|N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
|-
 +
|6.Original Price
 
|•Original Price of the Item
 
|•Original Price of the Item
|•Number
+
|N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 
|-
 
|-
|6.Adjusted Price
+
|7.Adjusted Price
 
|•New Price of the Item
 
|•New Price of the Item
|•Number
+
|•Numeric
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Any inputs except numeric
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |100
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
 
|-
 
|-
|7.UOM
+
|8.UOM
 
|•Unit of Measure of the Item
 
|•Unit of Measure of the Item
|•Alphanumeric
+
|N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 
|}Notes:
 
|}Notes:
  
Line 123: Line 207:
 
**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.
  
===== Tagging Customers in the Price List =====
+
=====<span class="mw-headline" id="Activating_Users_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Activating_Bank_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Activating_Tax_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Activating_Item_Master_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Activating_Item_Class_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Activating_Item_Type_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Activating_Chart_of_Account_Record" style="box-sizing: inherit;">Activating Price List Record</span></span></span></span></span></span></span>=====
 +
Price List can be Activated in two ways:
  
# Go to Maintenance then click [[Price List]]
+
*Using drop-down arrow of a record can be used in single record Activation
# Select the Price List that needs to be tagged to Customers. Click the Drop-down arrow and select '''Tag Customers.'''
 
# Tick the customer/s that need to be tag then Click '''Save''' to finish the Tagging Process
 
  
 +
[[File:Maintenance - Price List - Activate1.png|border|center|1500x1500px]]
 +
<br />
 +
 +
*Using Activate Button for activating multiple record
 +
 +
[[File:Maintenance - Price List - Activate2.png|border|center|1500x1500px]]
 +
<br />
 +
 +
=====<span class="mw-headline" id="Deactivating_Users_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deactivating_Bank_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deactivating_Tax_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deactivating_Item_Master_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deactivating_Item_Class_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deactivating_Item_Type_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deactivating_Chart_of_Account_Record" style="box-sizing: inherit;">Deactivating Price List Record</span></span></span></span></span></span></span>=====
 +
Price List can be deactivated in two ways:
 +
 +
*Using drop-down arrow of a record can be used in single record deactivation
 +
 +
[[File:Maintenance - Price List - Deactivate1.png|border|center|1500x1500px]]
 +
 +
*Using Deactivate Button for deactivating multiple record
 +
 +
[[File:Maintenance - Price List - Deactivate2.png|border|center|1500x1500px]]
 +
<br />
 +
 +
=====<span class="mw-headline" id="Deleting_Users_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Bank_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Tax_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Item_Master_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Item_Class_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Item_Type_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Chart_of_Account_Record" style="box-sizing: inherit;">Deleting Price List Record</span></span></span></span></span></span></span>=====
 +
Price List can be deleted in two ways:
 +
 +
*Using drop-down arrow of a record can be used in single record deletion
 +
 +
[[File:Maintenance - Price List - Delete1.png|border|center|1500x1500px]]
 +
<br />
 +
 +
*Using Delete Button for deleting multiple record
 +
 +
[[File:Maintenance - Price List - Delete2.png|border|center|1500x1500px]]
 +
<br />
 +
=====Tagging Customers in the Price List=====
 +
 +
#Go to Maintenance then click [[Price List]]
 +
#Select the Price List that needs to be tagged its Customers. Click the Drop-down arrow and click '''Tag Customers.'''
 +
#Tick the customer/s that need to tag on this Template then Click '''Save. Note: Ticking the Customer Code will tick all the customers in the list.'''
 +
 +
[[File:Maintenance - Price List - Tag Customer.png|border|center|1500x1500px]]
 +
<br />
 
=====Importing and Exporting Price List=====
 
=====Importing and Exporting Price List=====
 
1. Under Chart of Account Screen, Click Options
 
1. Under Chart of Account Screen, Click Options
Line 135: Line 258:
  
 
*When Exporting the records, the user may also use the filter options through tabs for precise searching and exporting of records.
 
*When Exporting the records, the user may also use the filter options through tabs for precise searching and exporting of records.
 +
 +
[[File:Maintenance - Price List - Export.png|border|center|1500x1500px]]
 +
<br />
 +
 
*When Importing the records, the user should follow the following steps provided in the Importing Price List Screen such as
 
*When Importing the records, the user should follow the following steps provided in the Importing Price List Screen such as
**Downloading the template link provided under Step 1.
 
**Filling up the information needed for each columns of the template
 
**Uploading the updated Template
 
  
 +
[[File:Maintenance - Price List - Import.png|border|center|1870x1870px]]
 
<br />
 
<br />
{| class="wikitable" style="box-sizing: inherit; border-collapse: collapse; border-spacing: 0px; background-color: rgb(248, 249, 250); font-size: 14px; color: rgb(34, 34, 34); margin: auto; border: 1px solid rgb(162, 169, 177); font-family: &quot;Open Sans&quot;, Roboto, arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"
+
{| class="wikitable" style="margin: auto;" data-ve-attributes="{&quot;style&quot;:&quot;margin: auto;&quot;}"
|+ style="box-sizing: inherit; padding-top: 8px; padding-bottom: 8px; color: rgb(119, 119, 119); text-align: left; font-weight: bold;" |Price List Import Details
+
!'''Field'''
! style="background-color:rgb(234, 236, 240);text-align:center;" |'''Field'''
+
!'''Description'''
! style="background-color:rgb(234, 236, 240);text-align:center;" |'''Description'''
+
!'''Allowed Inputs'''
! style="background-color:rgb(234, 236, 240);text-align:center;" |'''Allowed Inputs'''
+
!'''Restricted Inputs'''
! style="background-color:rgb(234, 236, 240);text-align:center;" |'''Input Restrictions'''
+
!'''Character Limit'''
! style="background-color:rgb(234, 236, 240);text-align:center;" |'''Required Field?'''
+
!'''Required Field?'''
|- style="box-sizing: inherit;"
+
|-
| style="" |1.Price List Code
+
|1.Price List Code
| style="" |Code of the Price List
+
|•Code of the Price List
| style="vertical-align:middle;text-align:left;" |*Alphanumeric
+
|*Alphanumeric
 
<nowiki>*</nowiki>Dash "-"
 
<nowiki>*</nowiki>Dash "-"
  
 
<nowiki>*</nowiki>Underscore "_"
 
<nowiki>*</nowiki>Underscore "_"
| style="" |*Upto 20 characters
+
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Other special characters not mentioned
 
+
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |20
<nowiki>*</nowiki>Other Special Characters
+
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
| style="vertical-align:middle;text-align:center;" |Yes
+
|-
|- style="box-sizing: inherit;"
+
|2.Price List Name
| style="" |2.Price List Name
+
|•Name of the Price List
| style="" |Name of the Price List
+
|*Alphanumeric
| style="" |*Alphanumeric
+
<nowiki>*</nowiki>Special Characters (Period, Comma, Space, Percent, Ampersand, Left Parenthesis, Right Parenthesis, Left Bracket, Right Bracket, Underscore, Minus, Plus, Equal, Slash, Dollar Sign, Number Sign, At Sign, Exclamation, Single Quote, Double Quote, Colon, and Semicolon)
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |*Alphanumeric
 
<nowiki>*</nowiki>Special Characters (Period, Comma, Space, Percent, Ampersand, Left Parenthesis, Right Parenthesis, Left Bracket, Right Bracket, Underscore, Minus, Plus, Equal, Slash, Dollar Sign, Number Sign, At Sign, Exclamation, Single Quote, Double Quote, Colon, and Semicolon)
 
<nowiki>*</nowiki>Special Characters (Period, Comma, Space, Percent, Ampersand, Left Parenthesis, Right Parenthesis, Left Bracket, Right Bracket, Underscore, Minus, Plus, Equal, Slash, Dollar Sign, Number Sign, At Sign, Exclamation, Single Quote, Double Quote, Colon, and Semicolon)
| style="" |*Up to 50 characters
+
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |50
<nowiki>*</nowiki>Other Special Characters not mentioned
+
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
| style="vertical-align:middle;text-align:center;" |Yes
+
|-
|- style="box-sizing: inherit;"
+
|3.Description
| style="" |3.Description
+
|•Description of the Price List
| style="" |Description of the Price List
+
|•Alphanumeric
| style="" |*Alphanumeric
+
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |None
<nowiki>*</nowiki>Special Character
+
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |250
| style="" |*Up to 250 characters
+
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
| style="vertical-align:middle;text-align:center;" |Yes
+
|-
|- style="box-sizing: inherit;"
+
|4.Item Code
| style="" |4.Item Code
+
|•Item to be included on the Price List
| style="" |Item to be included on the Price List
+
|•Item List provided on Item Master Maintenance Module
| style="" |*Item Code under Item List provided on Item Master Maintenance Module
+
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
| style="" |*Any inputs not mentioned in the required inputs
+
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
<nowiki>*</nowiki>Inactive Items
+
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
| style="vertical-align:middle;text-align:center;" |Yes
+
|-
|- style="box-sizing: inherit;"
+
|5.Adjusted Price
| style="" |5.Adjusted Price
+
|•New Price of the Item
| style="" |New Price of the Item
+
|•Numeric
| style="" |*Numeric
+
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Any inputs except numeric
| style="" |*Up to 100 characters
+
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |100
<nowiki>*</nowiki>Any inputs except numbers
+
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
| style="vertical-align:middle;text-align:center;" |Yes
+
|}Notes:
|}
 
Notes:
 
  
 
*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.
Line 224: Line 348:
 
*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.
 
**When using the [[Customer]] on a transaction. The tagged pricelist to it will be used as default.
* Activating/Deactivating and Deleting of Records can be done in two ways.
+
*Activating/Deactivating and Deleting of Records can be done in two ways.
** For single records, the user may use the drop down arrow then the action that need to perform.
+
**For single records, the user may use the drop down arrow then the action that need to perform.
** For multiple records, the user may tick the records then click the action button that need to perform
+
**For multiple records, the user may tick the records then click the action button that need to perform
*** Click the Yes in the confirmation to proceed on the action taken.
+
***Click the Yes in the confirmation to proceed on the action taken.
  
 
<br />
 
<br />
=====Price Master List Record =====
+
=====Price Master List Record=====
 +
[[File:Maintenance - Price List - Master Price List - Record List.png|border|center|1500x1500px]]
 +
<br />
 
{| class="wikitable" style="margin: auto;"
 
{| class="wikitable" style="margin: auto;"
 
!Field
 
!Field
Line 260: Line 386:
 
*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]]
+
=====Editing Master Price List Selling Price=====
  
===== Editing Master Price List Selling Price =====
+
#Go to Maintenance then click [[Price List]]
 +
#Under Price List Screen, Click '''Master Price List'''
 +
#Under Master List Screen, In selling price tab, click the Pen shape button in order to edit its selling price.
 +
#Click the Save Icon to update its Selling Price.
 +
 
 +
[[File:Maintenance - Price List - Master Price List - Edit.png|border|center|1684x1684px]]
 +
<br />
 +
=====Importing and Exporting Master Price List=====
  
# Go to Maintenance then click [[Price List]]
+
#Under Price List, Click Master Price List
# Click '''Master Price List'''
+
#Under Master Price List, Click Options
# Select an Item Code in the List that needs an update then Click the Edit button on the pen like button on right corner
+
#Under Options, The user may Export or Import The Record
# Update the Selling Price then Click '''Save'''
+
#*When Exporting the records, the user may also use the filter options through tabs for precise searching and exporting of records.
  
=====Importing and Exporting Master Price List=====
+
<br />
 +
[[File:Maintenance - Price List - Master Price List - Export.png|border|center|1500x1500px]]<br />
  
# Under Price List, Click Master Price List
+
*When Importing the records, the user should follow the following steps provided in the Importing Chart of Account Screen such as
# Under Master Price List, Click Options
 
# Under Options, The user may Export or Import The Record
 
#* When Exporting the records, the user may also use the filter options through tabs for precise searching and exporting of records.
 
#* When Importing the records, the user should follow the following steps provided in the Importing Chart of Account Screen such as
 
#** Downloading the template link provided under Step 1.
 
#** Filling up the information needed for each columns of the template
 
#** Uploading the updated Template
 
  
{| class="wikitable" style="box-sizing: inherit; border-collapse: collapse; border-spacing: 0px; background-color: rgb(248, 249, 250); font-size: 14px; color: rgb(34, 34, 34); margin: auto; border: 1px solid rgb(162, 169, 177); font-family: &quot;Open Sans&quot;, Roboto, arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit; border-collapse: collapse; border-spacing: 0px; background-color: rgb(248, 249, 250); font-size: 14px; color: rgb(34, 34, 34); margin: auto; border: 1px solid rgb(162, 169, 177); font-family: \&quot;Open Sans\&quot;, Roboto, arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;&quot;}"
+
[[File:Maintenance - Price List - Master Price List - Import.png|border|center|2208x2208px]]
|+ style="box-sizing: inherit; padding-top: 8px; padding-bottom: 8px; color: rgb(119, 119, 119); text-align: left; font-weight: bold;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit; padding-top: 8px; padding-bottom: 8px; color: rgb(119, 119, 119); text-align: left; font-weight: bold;&quot;}" |Master Price List Import Details
+
<br />
! style="background-color:rgb(234, 236, 240);text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;background-color:rgb(234, 236, 240);text-align:center;&quot;}" |'''Field'''
+
{| class="wikitable" style="margin: auto;" data-ve-attributes="{&quot;style&quot;:&quot;margin: auto;&quot;}"
! style="background-color:rgb(234, 236, 240);text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;background-color:rgb(234, 236, 240);text-align:center;&quot;}" |'''Description'''
+
!'''Field'''
! style="background-color:rgb(234, 236, 240);text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;background-color:rgb(234, 236, 240);text-align:center;&quot;}" |'''Allowed Inputs'''
+
!'''Description'''
! style="background-color:rgb(234, 236, 240);text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;background-color:rgb(234, 236, 240);text-align:center;&quot;}" |'''Input Restrictions'''
+
!'''Allowed Inputs'''
! style="background-color:rgb(234, 236, 240);text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;background-color:rgb(234, 236, 240);text-align:center;&quot;}" |'''Required Field?'''
+
!'''Restricted Inputs'''
|- style="box-sizing: inherit;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}"
+
!'''Character Limit'''
| style="" data-ve-attributes="{&quot;style&quot;:&quot;&quot;}" |1.Item Code
+
!'''Required Field?'''
| style="" data-ve-attributes="{&quot;style&quot;:&quot;&quot;}" |Unique Identification Code of the Item
+
|-
| style="vertical-align:middle;text-align:left;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:left;&quot;}" |*Existing Item Code under Item List provided on [[Item Master]] Maintenance Module
+
|1.Item Code
 +
|Unique Identification Code of the Item
 +
|*Existing Item Code under Item List provided on Item Master Maintenance Module
 
<nowiki>*</nowiki>Auto-Generated
 
<nowiki>*</nowiki>Auto-Generated
| style="" data-ve-attributes="{&quot;style&quot;:&quot;&quot;}" |*Any inputs not mentioned in the allowed inputs
+
| style="vertical-align:middle;text-align:left;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Other special characters not mentioned
<nowiki>*</nowiki>Inactive Items
+
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |20
 
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |No(Auto-Generated)
 
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |No(Auto-Generated)
|- style="box-sizing: inherit;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}"
+
|-
| style="" data-ve-attributes="{&quot;style&quot;:&quot;&quot;}" |2.Item Name
+
|2.Item Name
| style="" data-ve-attributes="{&quot;style&quot;:&quot;&quot;}" |Item Name corresponding to the Item Code under [[Item Master]] Maintenance Module
+
|Item Name corresponding to the Item Code under Item master Maintenance Module
| style="" data-ve-attributes="{&quot;style&quot;:&quot;&quot;}" |*Existing Item Name under Item List provided on [[Item Master]] Maintenance Module
+
|*Existing Item Name under Item List provided on Item Master Maintenance Module
 
<nowiki>*</nowiki>Auto-Generated
 
<nowiki>*</nowiki>Auto-Generated
| style="" data-ve-attributes="{&quot;style&quot;:&quot;&quot;}" |*Any inputs not mentioned in the allowed inputs
+
| style="vertical-align:middle;text-align:left;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |*Alphanumeric
<nowiki>*</nowiki>Inactive Items
+
<nowiki>*</nowiki>Special Characters (Period, Comma, Space, Percent, Ampersand, Left Parenthesis, Right Parenthesis, Left Bracket, Right Bracket, Underscore, Minus, Plus, Equal, Slash, Dollar Sign, Number Sign, At Sign, Exclamation, Single Quote, Double Quote, Colon, and Semicolon)
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |50
 
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |No(Auto-Generated)
 
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |No(Auto-Generated)
|- style="box-sizing: inherit;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}"
+
|-
| style="" data-ve-attributes="{&quot;style&quot;:&quot;&quot;}" |3.Selling Price
+
|3.Selling Price
| style="" data-ve-attributes="{&quot;style&quot;:&quot;&quot;}" |Selling Price of an Item
+
|Selling Price of an Item
| style="" data-ve-attributes="{&quot;style&quot;:&quot;&quot;}" |*Numeric
+
|*Numeric
| style="" data-ve-attributes="{&quot;style&quot;:&quot;&quot;}" |*Up to 20 characters
+
| style="vertical-align:middle;text-align:left;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Any inputs except numbers
<nowiki>*</nowiki>Any inputs except numbers
+
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |250
 
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
 
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
 
|}<br />
 
|}<br />
Line 324: Line 454:
 
|[[Import Purchase Order]]<nowiki> | </nowiki>[[Purchase Order]]<nowiki> | </nowiki>[[Purchase Receipt]]
 
|[[Import Purchase Order]]<nowiki> | </nowiki>[[Purchase Order]]<nowiki> | </nowiki>[[Purchase Receipt]]
 
|}
 
|}
 +
[[Category:Maintenance]]

Latest revision as of 11:06, 26 April 2022

Price List

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

Requirements before using Price List
Price List Record
Maintenance - Price List - Record List.png


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
  1. Go to Maintenance then click Price List
  2. Under Price List Screen, Click Add Price List
  3. Fill out the necessary fields the click Save. Note: Fields with * are require fields
Maintenance - Price List - Add.png


Field Description Allowed Inputs Restricted Inputs Character Limit Required Field?
1.Price List Code •Code of the Price List *Alphanumeric

*Dash "-"

*Underscore "_"

Other special characters not mentioned 20 Yes
2.Price List Name •Name of the Price List *Alphanumeric

*Special Characters (Period, Comma, Space, Percent, Ampersand, Left Parenthesis, Right Parenthesis, Left Bracket, Right Bracket, Underscore, Minus, Plus, Equal, Slash, Dollar Sign, Number Sign, At Sign, Exclamation, Single Quote, Double Quote, Colon, and Semicolon)

*Alphanumeric

*Special Characters (Period, Comma, Space, Percent, Ampersand, Left Parenthesis, Right Parenthesis, Left Bracket, Right Bracket, Underscore, Minus, Plus, Equal, Slash, Dollar Sign, Number Sign, At Sign, Exclamation, Single Quote, Double Quote, Colon, and Semicolon)

50 Yes
3.Description •Description of the Price List •Alphanumeric None 250 Yes
4.Item Code •Item to be included on the Price List •Item List provided on Item Master Maintenance Module N/A N/A Yes
5. Item Description •Description of the Item N/A N/A N/A N/A
6.Original Price •Original Price of the Item N/A N/A N/A N/A
7.Adjusted Price •New Price of the Item •Numeric Any inputs except numeric 100 Yes
8.UOM •Unit of Measure of the Item N/A N/A N/A N/A

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.
Viewing Price List
  1. Go to Maintenance then click Price List
  2. Select a Price List record that needs to view its details. Click the drop-down arrow then click View.
  3. The user has an option to edit the Price List Record upon viewing it
Maintenance - Price List - View.png


Editing Price List
  1. Go to Maintenance then click Price List
  2. Select the Price List that needs to update its details. Click the drop-down arrow then click Edit
  3. Update the necessary Fields and Click Save
Maintenance - Price List - Edit.png


Field Description Allowed Inputs Restricted Inputs Character Limit Required Field?
1.Price List Code •Code of the Price List N/A N/A N/A N/A
2.Price List Name •Name of the Price List *Alphanumeric

*Special Characters (Period, Comma, Space, Percent, Ampersand, Left Parenthesis, Right Parenthesis, Left Bracket, Right Bracket, Underscore, Minus, Plus, Equal, Slash, Dollar Sign, Number Sign, At Sign, Exclamation, Single Quote, Double Quote, Colon, and Semicolon)

*Alphanumeric

*Special Characters (Period, Comma, Space, Percent, Ampersand, Left Parenthesis, Right Parenthesis, Left Bracket, Right Bracket, Underscore, Minus, Plus, Equal, Slash, Dollar Sign, Number Sign, At Sign, Exclamation, Single Quote, Double Quote, Colon, and Semicolon)

50 Yes
3.Description •Description of the Price List •Alphanumeric None 250 Yes
4.Item Code •Item to be included on the Price List •Item List provided on Item Master Maintenance Module N/A N/A Yes
5. Item Description •Description of the Item N/A N/A N/A N/A
6.Original Price •Original Price of the Item N/A N/A N/A N/A
7.Adjusted Price •New Price of the Item •Numeric Any inputs except numeric 100 Yes
8.UOM •Unit of Measure of the Item N/A N/A N/A N/A

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.
Activating Price List Record

Price List can be Activated in two ways:

  • Using drop-down arrow of a record can be used in single record Activation
Maintenance - Price List - Activate1.png


  • Using Activate Button for activating multiple record
Maintenance - Price List - Activate2.png


Deactivating Price List Record

Price List can be deactivated in two ways:

  • Using drop-down arrow of a record can be used in single record deactivation
Maintenance - Price List - Deactivate1.png
  • Using Deactivate Button for deactivating multiple record
Maintenance - Price List - Deactivate2.png


Deleting Price List Record

Price List can be deleted in two ways:

  • Using drop-down arrow of a record can be used in single record deletion
Maintenance - Price List - Delete1.png


  • Using Delete Button for deleting multiple record
Maintenance - Price List - Delete2.png


Tagging Customers in the Price List
  1. Go to Maintenance then click Price List
  2. Select the Price List that needs to be tagged its Customers. Click the Drop-down arrow and click Tag Customers.
  3. Tick the customer/s that need to tag on this Template then Click Save. Note: Ticking the Customer Code will tick all the customers in the list.
Maintenance - Price List - Tag Customer.png


Importing and Exporting Price List

1. Under Chart of Account Screen, Click Options

2. Under Options, The user may Export or Import The Record

  • When Exporting the records, the user may also use the filter options through tabs for precise searching and exporting of records.
Maintenance - Price List - Export.png


  • When Importing the records, the user should follow the following steps provided in the Importing Price List Screen such as
Maintenance - Price List - Import.png


Field Description Allowed Inputs Restricted Inputs Character Limit Required Field?
1.Price List Code •Code of the Price List *Alphanumeric

*Dash "-"

*Underscore "_"

Other special characters not mentioned 20 Yes
2.Price List Name •Name of the Price List *Alphanumeric

*Special Characters (Period, Comma, Space, Percent, Ampersand, Left Parenthesis, Right Parenthesis, Left Bracket, Right Bracket, Underscore, Minus, Plus, Equal, Slash, Dollar Sign, Number Sign, At Sign, Exclamation, Single Quote, Double Quote, Colon, and Semicolon)

*Alphanumeric

*Special Characters (Period, Comma, Space, Percent, Ampersand, Left Parenthesis, Right Parenthesis, Left Bracket, Right Bracket, Underscore, Minus, Plus, Equal, Slash, Dollar Sign, Number Sign, At Sign, Exclamation, Single Quote, Double Quote, Colon, and Semicolon)

50 Yes
3.Description •Description of the Price List •Alphanumeric None 250 Yes
4.Item Code •Item to be included on the Price List •Item List provided on Item Master Maintenance Module N/A N/A Yes
5.Adjusted Price •New Price of the Item •Numeric Any inputs except numeric 100 Yes

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.
Price List Record Option
Actions Available base on Price List Record Status
Status View Edit Tag Customer Deactivate Activate Delete
ACTIVE
INACTIVE
  • 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.
  • Activating/Deactivating and Deleting of Records can be done in two ways.
    • For single records, the user may use the drop down arrow then the action that need to perform.
    • For multiple records, the user may tick the records then click the action button that need to perform
      • Click the Yes in the confirmation to proceed on the action taken.


Price Master List Record
Maintenance - Price List - Master Price List - Record List.png


Field Description Expected Value
1.Item Code •Unique Identification Code of the Item •Item List from Item Master Maintenance Module
2.Item Name •Item Name corresponding to the Item Code under Item master Maintenance Module •Item List from Item Master Maintenance Module
3.Selling Price •Selling Price of an Item •Number
4.Unit of Measure(UOM) •Unit of Measure of the Item •Auto-Generated based from the Unit Measured assigned on the Item on the Item Master Maintenance Module
5.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.
Editing Master Price List Selling Price
  1. Go to Maintenance then click Price List
  2. Under Price List Screen, Click Master Price List
  3. Under Master List Screen, In selling price tab, click the Pen shape button in order to edit its selling price.
  4. Click the Save Icon to update its Selling Price.
Maintenance - Price List - Master Price List - Edit.png


Importing and Exporting Master Price List
  1. Under Price List, Click Master Price List
  2. Under Master Price List, Click Options
  3. Under Options, The user may Export or Import The Record
    • When Exporting the records, the user may also use the filter options through tabs for precise searching and exporting of records.


Maintenance - Price List - Master Price List - Export.png


  • When Importing the records, the user should follow the following steps provided in the Importing Chart of Account Screen such as
Maintenance - Price List - Master Price List - Import.png


Field Description Allowed Inputs Restricted Inputs Character Limit Required Field?
1.Item Code Unique Identification Code of the Item *Existing Item Code under Item List provided on Item Master Maintenance Module

*Auto-Generated

Other special characters not mentioned 20 No(Auto-Generated)
2.Item Name Item Name corresponding to the Item Code under Item master Maintenance Module *Existing Item Name under Item List provided on Item Master Maintenance Module

*Auto-Generated

*Alphanumeric

*Special Characters (Period, Comma, Space, Percent, Ampersand, Left Parenthesis, Right Parenthesis, Left Bracket, Right Bracket, Underscore, Minus, Plus, Equal, Slash, Dollar Sign, Number Sign, At Sign, Exclamation, Single Quote, Double Quote, Colon, and Semicolon)

50 No(Auto-Generated)
3.Selling Price Selling Price of an Item *Numeric Any inputs except numbers 250 Yes


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