Price List: General Area

Field/Button

Used for

Currency

Select a currency for the price list. All item prices defined in the list will be recorded in the specified currency. 

For specific customer

Turn on this option if you want to designate this price list as a price list created for a specific customer.

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.

Override customers specific prices

Turn on this option if you want this general price list to have priority over price lists created specifically for different customers. If this option is activated, the system will retrieve item prices from this price list even for customers to whom customer-specific price lists have been assigned. However, if you create a customer-specific price list for a particular customer with later date and time than the date and time of the price list with higher priority, the system will retrieve item prices for this customer from the customer-specific price list as it contains the most current pricing information. For other customers that have price lists with earlier date and time assigned to them, Codejig ERP will fetch prices from this price list.   

However, if you create a general price list with later posting date and time than date and time of the price list with higher priority and do not designate this price list as a price list with higher priority than customer-specific price lists, this new price list will also have priority over customer-specific price lists with dates earlier than the date of the original price lists with the higher priority. 

Customer

Select a customer to whom you want to assign this price list.

• The field appears only after the For specific customer option is turned on.
• In sales documents issued for the selected customer, item prices will be retrieved specifically from the given price list. However, if such sales documents contain items whose prices have not been defined in this price list, their prices will be retrieved from price lists that include the most current pricing information about those items. 

Type of price-list

Select what do you want to base prices in the current price list on. Price list can be created

• Based on previous price list
• Based on purchase quotation
• For all items

Price list

Select a specific price list from which you want to copy items together with their price details to the current price list. 

• The field appears if the Based on previous price list option is selected in the field Type of price list.

Purchase quotation

Select a particular purchase quotation from which you want to copy items together with their price details to the current price list.

• The field appears if the Based on purchase quotation option is selected in the field Type of price list.

Add goods and services

Click the Add goods and services button to retrieve all items from the selected price list and transfer them to the current price list.

All goods from the price list will be added under the Goods tab, and all services under the Services tab correspondingly.

The following details will be fetched too:

• Item prices as indicated in the price list.
• Units of measurement if specified.

Change, %

Enter a price change percentage to be applied to all items added to the price list.

It is the percentage of change from the old price of an item to the new one.

• The field appears if the Based on previous price list option is selected in the field Type of price list.

Mark-up, %

Enter a mark-up percentage to be applied to all added items.

The mark-up is a percentage over the cost of an item. It allows calculating a sales price for an item.

• The field appears if the Based on purchase quotation option is selected in the field Type of price list. It is displayed instead of the Change, % field.

Apply

Click the Apply button to apply the specified change percentage or the mark-up percentage to all added items.

As a result, a new price will be calculated for each item according to the following formulas:

• New Price = Old Price x (100% + Change %) (if you apply the price change percentage to all items)
  
• New Price = Price from quotation x (100% + Mark-up %) (if you apply the mark-up percentage to all items)