Price List

Maintenance | Price List Aids | 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. Item Class
  2. Item Master
  3. Item Type
  4. Unit of Measure
• For detailed instructions on how to setup the needed Maintenance Module, the user may visit the following Job Aid pages:
  1. Brand Aids
  2. Item Master Aids
  3. Item Type Aids
  4. Unit of Measure Aids

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

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