Pricing

Pricing keeps the prices you sell at and the rules around them. Every sales line is priced by the server from the same price lists, held to the same discount limits and given the same free goods, whether it is typed in the office, taken by a rep on a visit, rung up at the till or ordered in the online store.

How it fits together

Part	What it is
Price list	A set of prices in one currency, with the dates it holds between. A Sales list prices what you sell; a Purchase list holds what your vendors charge.
Price list item	One item’s price in one unit of measure, from a minimum quantity.
Default price list	The sales list that prices every customer who has no list of their own, one per subsidiary.
Promotion	An offer that adds free goods to an order once a line reaches a set quantity.
Price Calculation permission	Lets a role type a price other than the list’s and give discounts past the limits.

Pricing lives under Sales ‣ Pricing: Price lists and Promotions. Purchase price lists sit on the same screen; how vendors are priced is in Vendor prices.

What a priced line carries

Pricing posts nothing by itself. It decides the figures on the documents that do.

When you	What happens
Add a line to a quotation, order or invoice	The Unit price comes from the customer’s price list at the document’s date, and the list price is kept on the line beside the price charged.
Sell from a list in another currency	The list price is converted at the exchange rate of the document’s date.
Give a discount	It is checked against the limits of the person giving it, then taken off before tax.
Reach a promotion’s quantity	A free line is added at zero, carrying the promotion’s name, and its goods leave the warehouse with the rest.
Save the document	Its prices are fixed. Changing the price list later does not reprice it.

نصيحة

What each channel lets its user change, the till, the rep app and the online store included, is in Compare the channels.

Where to start

1. Create a sales price list and add the items’ prices.
2. Make one list the default, so every customer has a price.
3. Give customers with special terms their own list, on the customer’s Sales tab: see Create a customer.
4. Read how a line’s price is found, and decide who may change prices.
5. Set the discount limits.
6. Add free-goods promotions when you run an offer.