Create Price Lists and Add Items to Them

To create a new price list
 
1.On the Codejig ERP Main menu, click the Sales tab, and then click Price list.
 
A listing page of the Price List document opens. The page contains the summary of created price lists.
 
 2.On the listing page, click + Add new.
 
You are taken to a form page for adding items to the price list and entering prices for them. The page consists of the following sections:
  • General area
  • Items section
 3.To add items to the price list, do one of the following:
 
3.1 In the Items section, manually add item lines under the Goods / Services tabs by clicking + Add new.
 
3.2.Under the Goods/ Services tabs, select goods/ services for which you want to define prices from the list of goods/services added to the system.
 
OR
 
  • In the General area, in the field Type of price list, select price type based on which you want to define prices in the current price list (either sales prices or purchase prices) and click the Fill all button to automatically add all items recorded in the system to the price list. Depending on the selected price type, items' pricing data will be retrieved either from price lists containing the most recent pricing information about the item/items (if sales prices have been selected) or from purchase quotations containing the most recent pricing information about the item/items (if purchase prices have been selected).
 
Note: Items which have been never included in any price list or purchase quotation will be added to the price list for the first time, and you will have to define the pricing data for those items. The list will become the base price list for the newly added items as well as for all the other items transferred to it. 
 
OR
 
  • To add items to the price list from a purchase quotation, in the General area, in the field Type of price list, select the Based on purchase prices option, and then, in the field Purchase quotation, select a purchase quotation from which you want to add items. Then click the Fill from quotation button to fetch all items together with their pricing data from the quotation.

OR
  

  • To copy items from other price lists, in the General area, in the field Type of price list, select the Based on sales prices option, and then, in the field Price list quotation, select an existing price list from which you want to transfer items to the current price list. Then click the Fill from price list button to copy all items together with their pricing data from the selected price list. 
  1. In the General area, turn on the For specific customer option if you want to designate this price list as a price list created for a particular customer. Then, select a customer to whom you want to assign this price list. Keep this option turned off if you want to use this price list as a general price list that is effective for all customers for whom customer-specific price lists have not been created. 
  2. In the Items section, set a new sales price for each item in the New price field. 
Note: For items that have been defined in previously created price lists or purchase quotations, you can either manually enter new price for each item or set a price change percentage (for items retrieved from earlier price lists) / a mark-up percentage (for items from purchase quotations) and apply it to all items to automatically calculate new prices for them based on the old price and the specified price change/ mark-up percentage.
The New price field is a mandatory field. You will not be able to save the price list if a price is not indicated.
 
6. In the Items section, select a unit of measurement for an item if you want the indicated price to be set for/ linked to a specific unit of measurement.  
Note: For items fetched from price lists or purchase quotations, unit of measurement is retrieved too. However, you can change it if necessary. The Unit field is an optional field. If you do not select a unit of measurement for the item, the price defined will be linked to the item’s default unit of measurement specified in the item’s data.
7. Click Save.
Note: To be able to save the document, you have to fill in the required fields which are marked with an asterisk (*). 
For Codejig ERP to retrieve data from the price list, you must post the list. Unposted price list is considered a draft and has no effect on the system.
 
For information how to post documents, see Post and Unpost Documents.
 
To view postings the document has made, click the Register button on the listing page next to a table entry representing this document or click the Registers icon on the toolbar on the form page of the document.
 
 
More information
Price List Creation
Price List: General Area
Price List: Items Section
Display and Edit Price Lists
Delete Price Lists
Posting and Unposting Functionality