Price Records contain details of priced goods or services that can be entered on transaction detail lines and are used when Stock items are not appropriate, or are not being used.
You need to configure your price records before raising an order. Price records are useful for holding catalogue price, employee rates, and sell or cost prices.
Add a new price record
You have to save a price record to be able to add extra information like sell and cost prices.
Click Selling then Price Records then click the + New button.
The Code field is compulsory as this will be the unique identifier for your price record, so you must enter a code and you can enter a description.
You can add a Sort Key to further customise your price records to make it easier to search and also report on them. Please see how to create a new sort key for a price record further down in this article or read the Configure sort keys on a price record article.
On the Settings tab you can enter more information about the price record like the Commodity Code, Net Mass kg, Country of Origin or if the price record is a Service or not.
Once complete, click Save.
Note: The Selling and Cost Price Tabs are now visible for you to enter the details.
Note: You cannot set a price record to be inactive while it is used on a transaction.
Amend a price record
Click the eye icon to the left of the account code.
Click Edit then make your required changes. See details for each tab below.
Details | Details of price record. |
Selling Prices | The selling price for the price record. |
Cost Prices | The cost for the price record |
Settings | Settings for your price record. |
Custom | Custom tab for user information. |
Once complete, click Save
There is only one Sort Key field and you can configure the records you wish to select from to add to your price record. You can customise these labels so that they can be more meaningful for your business.
Note: This module is security profile permission driven, for the correct permissions, please speak with your administrator.
Once you have permission, follow the steps below:
Click System then select Settings.
Click Custom Labels then click Edit.
Find the Price Record section, and make your changes then click Save.
You might already have the Sort Key label customised in your database on the price record screen.
Create a sort key for a price record
Click Selling then click Price Records.
Click + New then scroll down to the Sort Key field.
Click Configure.
Complete the fields, if you need more, click + Insert new record.
Click Save.
Tip: For a one off sort key, you can enter a record on the fly which isn't saved in the drop-down list but is only saved against the price record.