Price List

Maintenance | Customer | Item Master | Unit of Measure

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

• The user should setup the following Maintenance Module in order to proceed on using the Price List
  1. Customer
  2. Item Class
  3. Item Master
  4. Item Type
  5. Unit of Measure

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 Sales Quotation Sales Order Delivery Receipt Sales Invoice

Purchase Module Import Purchase Order Purchase Order Purchase Receipt

Adding Price List

1. Go to Maintenance then click Price List
2. Click Add Price List Button
3. Fill up the necessary fields. Please make sure that all tabs are filled out then click Save.
   

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

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

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.

Tagging Customers in the Price List

1. Go to Maintenance then click Price List
2. Select the Price List that needs to be tagged to Customers. Click the Drop-down arrow and select Tag Customers.
3. Tick the customer/s that need to be tag then Click Save to finish the Tagging Process

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.
• 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

Price List Import Details

Field	Description	Allowed Inputs	Input Restrictions	Required Field?
1.Price List Code	Code of the Price List	*Alphanumeric *Dash "-" *Underscore "_"	*Upto 20 characters *Other Special Characters	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)	*Up to 50 characters *Other Special Characters not mentioned	Yes
3.Description	Description of the Price List	*Alphanumeric *Special Character	*Up to 250 characters	Yes
4.Item Code	Item to be included on the Price List	*Item Code under Item List provided on Item Master Maintenance Module	*Any inputs not mentioned in the required inputs *Inactive Items	Yes
5.Adjusted Price	New Price of the Item	*Numeric	*Up to 100 characters *Any inputs except numbers	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

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

Editing Master Price List Selling Price

1. Go to Maintenance then click Price List
2. Click Master Price List
3. Select an Item Code in the List that needs an update then Click the Edit button on the pen like button on right corner
4. Update the Selling Price then Click Save

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.
   • 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

Master Price List Import Details

Field	Description	Allowed Inputs	Input Restrictions	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	*Any inputs not mentioned in the allowed inputs *Inactive Items	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	*Any inputs not mentioned in the allowed inputs *Inactive Items	No(Auto-Generated)
3.Selling Price	Selling Price of an Item	*Numeric	*Up to 20 characters *Any inputs except numbers	Yes