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Using Sales Price lists

One of my parts is not displaying within the product group, how can i add it to the correct group?

J
Written by Jes Foxall-Beckley
Updated over a month ago

Once a Sales Price list has been set up, the prices can be applied in various ways.

  1. There are default Sales set up and that will be shown here and will be the usual one that any customer will use unless set differently.

  2. This will show on the Customer record in the Quotes/Prices tab.

  3. Notice the 'Default/Price List' code.

  4. To set this to be a different one, click on the Options button and F5 in the Default Price List and choose the one required.

  5. Also, a default discount can be applied here which will apply to all the prices for that customer for that price list.

  6. Within the Product Group Options, it is possible to set a different price for a Product Group by setting it to a different Sales Price list and a different discount to apply by ticking in the relevant tick box and changing the details.

  7. Click OK when the changes have been made.

  8. It is possible to assign parts to a Product Group on this screen using the Assign Groups button.

  9. The Edit Groups button allows the Product Groups to be edited at this point, including a warning if added to a Sales Order:

The other button that can have an effect is the View Prices button.
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In here it is possible to set particular prices per part. All the prices for all the parts that the customer can be sold are displayed and can be altered individually and these will override any other price for that customer, including the Effective Discount and Effective Net price.

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