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Price List

Navigator > Setup > Company > Configuration > Price Lists

Price Lists have a Currency code. Foreign Exchange customers may be invoiced from either a base currency Price List or one in their currency. If you have only a small number of FX customers, you may wish to use your currency. If you need to fix a price in FX, you will need to set up a FX Price List.

Price Code

The Price code.

Price No

The Price Mapping number 1 - 9 or blank. Selling Prices and Markups for Price Lists with a Price Mapping number are replicated in the IC Product file as SellingPrice 1 - 9 and MarkupPercent 1 - 9. They will be available for Filter & Sort, can be customised into product lookups, and allow backwards compatibility for existing scripts.

If the Price No mapping number is left blank, the Price Code will be available on the Product form, but will not be available on the Product List or in Prices Settings.

Name

Enter a name for reports and IC Product.

GST Basis

For each Price code, select if it is Exclusive or Inclusive.

Currency Code

Choose the Currency code for the Price List.

Rounding Direction

Specify the rounding direction used when calculating the price for a product where markups or global price update is used.

Rounding Unit

Specify the unit when calculating the price for a product where markups or Global Price Update is used, for example, to round to the nearest dollar, enter 1.00.

Markup Price Code

Available when Markup Basis in the IC Settings - Prices tab is set to Price Code.

The Price Code to markup from. If the Markup Basis is Price Code and no Markup Price Code is selected, the Price Code will not be marked up.

Markup Price codes cannot be cascading, so a Price code selected as a Markup Price code cannot have a Markup Price code.

Inactive

Click in Inactive to make Price codes inactive.

Warning: The GST basis for Special Pricing is based on the Price code. If you change the GST basis for a Price code, you must adjust Special Pricing rules.

Grid Toolbar

ToolbarExpand

Expand Toolbar (Alt+F9)

Expand the toolbar to give access to all toolbar options. Press Esc to close the expanded toolbar.

Edit (F11)

Enter edit mode, to edit the price list.

Insert (F4)

Click to add a new Price List.

Move up

(Shift+Up)

Move down

(Shift+Down)

Move the line up or down.

Delete (F3)

Delete the price list.

Sort List (Ctrl+F2)

Sort the list by selected criteria.

Customise (Alt+F5)

Opens Customise Fields, you can customise the fields visible in the grid.

Refresh (F5)

Reloads changes other users may have made.

SetAsDefault

Set as Default (Ctrl+D)

Sets the selected Price List as the default price list.

 

Customise Toolbar

ToolbarExpand Customise Toolbar or right-click in the toolbar below the buttons to access the Customise Toolbar Menu.