Adding a price list
A price list form is composed of two tabs: General and Calculation. The first tab contains the basic data about the price list and in the second tab, it is possible to add items to the price list and calculate their prices.
Tab General
In order to define a new price list, all information about the object must be completed in its form. To add a new price list, click the [Add] button from the List buttons group:
Figure 8 Tab General on the form of price list.
Mandatory field:
Name – name may consists up to 50 characters (letters or digits). It identifies and describes a price list. It is possible to add to database two or more price lists with the same name.
Other fields:
Price Type – price type for which price list is created. For each price type a new price list is defined. The available selection options are retrieved from the list defined in the Price Type directory.
Price on Documents – specifies whether a price from the price list is subject to discounts. Possible options are:
Subject to item discounts – this option is selected, by default. If selected, the discounts, specified for items which are added to the price list, will be included.
Not subject to item discounts – if selected, none discounts specified for an item that is added to the price list will be included when setting a price (other discounts will be included).
Not subject to any discounts – is selected, the regular price of an item that is specified in the price list cannot be changed and it always equals to the price calculated in the price list. None reduction of the price (discounts) can be applied. Moreover, selection of the Fixed Price parameter excludes setting the minimum margin.
Status – field informing about the status of the price list. It can be either Confirmed or Created.
Effective From – date as of which a given price list will be active and at the same time the date to which the previous price lists is active. It results from the fact that companies change their price lists quite often.
Calculation Date – date when prices were last calculated on the price list.
Confirmation Date – price list confirmation date. This is the date from which given price list is included when selecting a price on trade documents.
Example
There are two types of price lists defined for the same price type: Wholesale
Price list “Spring 2007” – active from date D1, e.g.: 2007-03-22
Price list “Autumn 2007” – active from date D1 + 6 months, e.g.: 2007-09-22
For document issued with date between D1 and D1 + 6 months, i.e. between 2007-03-22 and 2007-09-22, all prices for items will be retrieved from the “Spring 2007” price list and the prices from the “Autumn 2007” price list will be retrieved for each document issued after the date D1 + 6 months, e.g.: with date 2007-10-01.
Tab Calculation
In this tab, it is possible to select the method of calculating the prices of items and to calculate the prices. It contains the following fields:
Calculation Method – defines price calculation method in a given price list. Available calculation options are:
None – if selected, prices for items assigned to particular price list will not be calculated, they will equal to 0.
The highest purchase price – if selected, item prices will be calculated according to the specified minimum margin calculated on the item’s highest purchase price. It means, that the price of collected item depends on its purchase price. The item bought at the highest price is selected and then margin is added to its purchase price (that is the highest price + margin value). When this calculation method is selected, the field Minimum Margin is activated. In this field, percentage value of margin is determined 
.
Last purchase price – if selected, item prices will be calculated on the basis of the specified margin and the last purchase price. Margin, which value is determined in the Minimum Margin field, is added to the last purchase price.
Other price list – if selected, item prices will be calculated according to the multiplier and already existing price list selected by the user. It means, that a new price = price from the selected (already existing) price list * multiplier. The price list according to which new prices must be calculated on the price list is specified in the field Price List Name. This field becomes active if the option “Other price list” is selected as the calculation method. This method allows to calculate the price on the basis of all price lists defined in the system. It means, that when price list is defined for price for received items, it can be defined on the basis of both the price lists for received items and the price lists for released items.
Import from file – if selected, item prices will be calculated according to the price list selected by the user that is loaded from another file. To load a new price list, it is necessary to give a path to the file in the Path to the file field and to determine whether the loaded file contains subtotal or total prices. The format of the loaded file with price list must be *.xls or *.xlsx. The first row of the file is not loaded and it is used only for specifying the titles of price list columns. The second row should contain the following data:
Item Code – code of an item which price list is loaded from file
Item Price – price of an item which price list is loaded from file
Number of Points – number of points of an item which price list is loaded from file
Figure 9Exemplary price list imported from file.
Note: The file from which a price list is being loaded must not contain empty rows between items. If there is an empty row, the items above that row will be loaded only.
Note: Cells with item codes must be of text format.
In the lower part of the Calculation tab you can view a list of merchandises, services and sets with prices according to the marked price list. A list of all active merchandises, services and sets with defined prices is displayed. By checking the parameter With non-zero prices only, all active items, including those with price equal to zero, will be displayed. Sets on the list of items are marked in red.
Figure 10 Tab Calculation on the form of price list.
The table which is available in the Calculation tab provides the following information, depending on the selected calculation base: Code, Name, Previous Price, Last Purchase Price, Purchase Price Type, Purchase Price Value, Multiplier, Subtotal Price, Total Price, Currency, Time of Delivery (days), Margin and Points. The columns: Subtotal Price, Total Price and Points can be edited on the list which allows the specification of prices of merchandises/services/sets and points from the level of the price lists. Detailed information about the particular data can be found in the chapter on items.