Price List - Quick Sale

Cancel

Delete

 A price list can only be deleted, if it has not been assigned to a Transaction.

Grid Layout

New

Notes

Print

Save

Currency ID

This field displays a drop-down menu for the user to identify the currency for the price list. This field is required and is not editable after saving. Only Customers/Employees assigned to the same currency can be assigned to the price list.  

Description

This field displays a text box for the user to describe the price list. This field is required and can be edited at any time.

Inactive

This field displays a drop-down menu with the options ‘Yes’ and ‘No’ for the user to determine whether or not the price list is inactive. This field defaults to ‘No’, is required, and can be edited at any time.

Price List

This field displays a text box for the user to enter the name of the price list. This field is required and can be edited at any time.

Price List Class

This field defaults to ‘Customer Sale’ and is never editable.

Price List Type

This field defaults to ‘Standard’ and is never editable.

Prices Include Freight Cost

This field defaults to ‘No’ and is never editable.

Delete

Excel

New

Current Price

This field displays a read-only text box that identifies the current price of the line item. This field defaults to ‘0.00’ but updates upon save and is never editable by the user.

Current Price Range

This field displays a read-only text box that identifies the effective date range for the current price of the line item. This field defaults to blank but updates upon save and is never editable by the user. 

End Date

This field displays a text box for the user to enter the last effective day for the manually entered price of the line item. The field defaults to blank and it is not required. Once the End Date is entered and the record is saved, the field updates to blank to allow a new entry and the Current Price Date Range or the Next Price Date Range is updated accordingly depending if the dates entered are in the future or not.

Item

This field displays a drop-down menu of all active inventory items configured in the system to assign items to the price list. This field defaults to blank and the item is required to save a line item. The field is always editable when the grid section is in edit mode (clicking New from the grid toolbar switches the grid into the edit mode).

 Multiple items can be assigned to the same price list.

Next Price

This field displays a read-only text box that identifies the next price waiting to become effective for the line item. This field defaults to ‘0.00’ and is never editable by the user.

Next Price Range

This field displays a read-only text box that identifies the next effective date range for the line item price. This field defaults to blank and is never editable by the user.

Price

This field displays a text box for the user to enter the new price for the line item. This field is always editable when the grid is in edit mode (clicking New from the grid toolbar switches the grid into the edit mode). The price entered in this field will become effective once the Start Date has been reached. 

 Users may add items to price lists that do not have a price, for example, '0.00'. 

Price UOM

This field displays a drop-down menu of all units of measure on the selected item’s UOM schedule for the user to identify the unit of measure on which the item’s price is based. This field defaults from the item property ‘Sales Order Price UOM’ if not manually selected.

Start Date

This field displays a text box that defaults to blank for the user to enter the first effective day for the pride of the line item. This field is required. Once a Start Date is entered and saved, the Start Date field is updated to blank, allowing for a new entry and either the Current Price Date Range or the Next Price Date Rage field is updated with the Start Date and End Date previously entered and saved, depending on if the dates entered are current or in the future.

UOM Schedule

This field displays a read-only text box that identifies the unit of measure schedule for the line item. This field defaults from the Item selection upon save and is never editable by the user.