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Difference between revisions of "Price List"
(Tag: Visual edit) |
(Tag: Visual edit) |
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Notes: | Notes: | ||
| − | * Price List Code is unique for each record, Once created, the Price List Code Field cannot be edited. | + | *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. | + | *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. |
| Line 90: | Line 90: | ||
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. |
| − | * 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. |
| Line 105: | Line 105: | ||
[[File:Price List Tag Customer View Record.png|center|thumb|Price List Tag Customer View Record]] | [[File:Price List Tag Customer View Record.png|center|thumb|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.<br /> | ||
'''Price Master List Record''' | '''Price Master List Record''' | ||
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|•Enables Selling Price Field | |•Enables Selling Price Field | ||
|} | |} | ||
| + | Notes: | ||
| + | |||
| + | * If there are no amount placed in the Master Price List, the default price will be zero. | ||
| + | |||
'''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]] | ||
Revision as of 10:52, 27 October 2020
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
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.
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 |
Price List Option
File:Price List Option.png
Price List Option
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.
Price List Record Option
File:Price List Record Option.png
Price List Record Option
Price List View Record
File:Price List View Record.png
Price List View Record
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.
- When using the customer on a transaction. The tagged pricelist to it will be used as default.
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.
Price Master List Option
File:Price Master List Option.png
Price Master List Option
Price Master Importing Option
File:Price Master Importing Option.png
Price Master Importing Option