Creating and maintaining price lists for sales orders and sales invoices based on assortments

You can see this screen by clicking New or Open in the Assortments screen (go to Order/Price management/ Price lists or Invoice/Price management/ Price lists, click Open or New, and then click Assortments). This screen allows you to create price lists for the items based on assortments.

Note: This screen is available only if you have not selected the Price lists/price agreements per item group check box at System/General/Settings, under Order settings in the Price management section.

Description

Price lists section

Pricelist

This box displays the price list code of the selected price list defined in the Maintain sales price lists screen (go to Order/Price management/ Price lists or Invoice/Price management/ Price lists, and then click Open or New). This cannot be edited.

Assortment

This displays the assortment code of the selected price list. The code is based on the code defined at Pricelist followed by “-XXXX”. If you are creating the first price list “-0001” will be displayed, and for the second price list “-0002” will be displayed. This cannot be edited.

Description

Type a description for the price list.

Divisible only

Select this check box if you want the Quantity boxes under the Price list info section to be in decimals.

Valid

Type or select the validity period of the price list for the item(s). By default, the from date displays the current date, and “31/12/2299” is displayed in the To box.

Assortments section

Assortments 1/2/3

Select an assortment to create the price list for the item(s) with the selected assortment. Select All to create price lists for items with any assortment, or Empty to create price lists for items without assortment(s). By default, All is selected.

Note: The Assortment boxes displayed depends on the number of assortments created at Order/Items/Assortments, Invoice/Items/Assortment, or System/General/Settings, under Item data settings in the Assortments section. For example, if three assortments are defined, three Assortment boxes will be displayed.

Price list info section

Discount type

Select the type of discount for the item(s). Select one of the following:

• Percentage — Select this to fill in a discount in percentage for the item(s). By default, this is selected.
• Amount — Select this to fill in a discount in amount for the item(s).
• Markup — Select this (Calculated sales price = Current cost price + Markup %) to fill in a markup percentage for the item(s).

Discount %

Type the percentage of discount for the item(s) in the price list.

Note: This box is available only if Percentage is selected at Discount type.

Discount amount

Type the amount of discount for the item(s) in the price list.

Note: This box is available only if Amount is selected at Discount type.

Markup

Type the markup percentage for the item(s) in the price list.

Note: This box is available only if Markup is selected at Discount type.

Insert icon

Click this to insert a new line to the price list.

Note: This is enabled only if two or more lines are created, and available only if Percentage or Amount is selected at Discount type.

Delete icon

Click this to delete a line in the price list.

Note: This is enabled only if two or more lines are created, and available only if Percentage or Amount is selected at Discount type.

Button

Simple/Advanced

Click Simple to hide the search criteria. You will only see the Price lists and Assortments sections.

Click Advanced to expand the search criteria.

Save

Click this to save the price list.

New

Click this to create a price list for the item(s) based on assortment(s).

Close

Click this to exit.

Related document

• Creating and maintaining price lists for sales orders and sales invoices