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Difference between revisions of "Price List"
(Tag: Visual edit) |
(Tag: Visual edit) |
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<div style="text-align: center;"> | <div style="text-align: center;"> | ||
| − | [[Maintenance]] | [[Price List]] | [[Customer]] | [[Item Master]] | [[Unit of Measure]] | + | [[Maintenance]] | [[Price List Aids]] | [[Customer]] | [[Item Master]] | [[Unit of Measure]] |
</div> | </div> | ||
==Price List== | ==Price List== | ||
| Line 8: | Line 8: | ||
[[File:Price List Record.png|center|thumb|Price List Record]]Notes: | [[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. | + | *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. | + | *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 | + | *Prices of Items will be shown when the user is using the following modules |
{| class="wikitable" | {| class="wikitable" | ||
|Sales Module | |Sales Module | ||
| − | * [[Sales Quotation]] | + | *[[Sales Quotation]] |
| − | * [[Sales Order]] | + | *[[Sales Order]] |
| − | * [[Delivery Receipt]] | + | *[[Delivery Receipt]] |
| − | * [[Sales Invoice]] | + | *[[Sales Invoice]] |
|Purchase Module | |Purchase Module | ||
| − | * [[Import Purchase Order]] | + | *[[Import Purchase Order]] |
| − | * [[Purchase Order]] | + | *[[Purchase Order]] |
| − | * [[Purchase Receipt]] | + | *[[Purchase Receipt]] |
| − | |} | + | |}<br /> |
| + | =====Adding Price List===== | ||
| + | [[File:Add Price List.png|center|thumb|1000x1000px|Adding Price List]] | ||
<br /> | <br /> | ||
| − | |||
| − | |||
{| class="wikitable" | {| class="wikitable" | ||
!Field | !Field | ||
| Line 70: | Line 70: | ||
=====Editing Price List===== | =====Editing Price List===== | ||
| − | [[File: | + | [[File:Edit Price List.png|center|thumb|1000x1000px|Editing Price List]] |
{| class="wikitable" | {| class="wikitable" | ||
!Field | !Field | ||
| Line 76: | Line 76: | ||
!Expected Values | !Expected Values | ||
|- | |- | ||
| − | |1.Price List Name | + | |1.Price List Code |
| + | |•Code of the Price List | ||
| + | |•Alphanumeric | ||
| + | |- | ||
| + | |2.Price List Name | ||
|•Name of the Price List | |•Name of the Price List | ||
|•Alphanumeric | |•Alphanumeric | ||
|- | |- | ||
| − | | | + | |3.Description |
|•Description of the Price List | |•Description of the Price List | ||
|•Alphanumeric | |•Alphanumeric | ||
|- | |- | ||
| − | | | + | |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 | ||
|- | |- | ||
| − | | | + | |5.Original Price |
|•Original Price of the Item | |•Original Price of the Item | ||
|•Number | |•Number | ||
|- | |- | ||
| − | | | + | |6.Adjusted Price |
|•New Price of the Item | |•New Price of the Item | ||
|•Number | |•Number | ||
|- | |- | ||
| − | | | + | |7.UOM |
|•Unit of Measure of the Item | |•Unit of Measure of the Item | ||
|•Alphanumeric | |•Alphanumeric | ||
| Line 109: | Line 113: | ||
[[File:Price List Option.png|center|thumb|Price List Option]]Notes: | [[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]] | + | *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====== | ||
| Line 123: | Line 127: | ||
[[File:Price List Record Option.png|center|thumb|Price List Record Option]]Notes: | [[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]] | + | *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 /> | <br /> | ||
| Line 129: | Line 133: | ||
[[File:Price List View Record.png|center|thumb|Price List View Record]]Notes: | [[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 /> | + | *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====== | ||
| Line 139: | Line 143: | ||
**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. | ||
| − | * For detailed instructions on how to Import Pricelist, the user may visit Price list Job Aids which can be found [[Price List Aids|here]] | + | *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===== | ||
| − | [[File:Price Master List | + | [[File:Price Master List.png|center|thumb|1000x1000px|Price Master List]] |
| + | <br /> | ||
{| class="wikitable" | {| class="wikitable" | ||
!Field | !Field | ||
| Line 148: | Line 153: | ||
!Expected Value | !Expected Value | ||
|- | |- | ||
| − | |1.Selling Price | + | |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 | |•Selling Price of an Item | ||
|•Number | |•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 | |•Allows the user to Edit the Selling Price | ||
|•Enables Selling Price Field | |•Enables Selling Price Field | ||
| Line 160: | Line 177: | ||
*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]] | + | *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]]Notes: | [[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]] | + | *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]]Notes: | [[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]] | + | *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 /> | ||
Revision as of 13:03, 16 April 2021
Contents
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:Add 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:Edit Price List.png
Editing 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:
- 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.png
Price Master List
| 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.
- 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
| 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 |