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Price (purchase)

In Profit, you can use different prices and record them at different levels. You specify a date dependency for all prices. Thus, future prices can be recorded.

Description

Depending on the level at which a price or discount is recorded, Profit determines the priority of this price or discount when registering an order, goods receipt, reconciliation or invoice.

Level structure

The levels at which prices and discounts can be recorded are:

  • Basic price / Basic discount
  • Price list / Discount group
  • Purchase contact/creditor

Prices/discounts at the purchase contact/creditor level have the highest priority. After this, it is the price list and then finally the basic price which has the lowest priority.

Promotional prices and promotional discounts always have a higher priority than the 'normal' prices and discounts recorded at a particular level. Prices and discounts can be used independently of each other.  

Date dependent

You specify a date dependency for all prices and discounts. This means that a price or discount is only valid on a date that you specify. As a result you get insight into the history of your prices and discounts. You can also record future prices and discounts. Profit automatically retrieves the correct price and/or discount based on the date, purchase contact and the article you have entered.

Maintain

You can add individual prices and discounts using a wizard. You can also maintain prices and discounts using the Profit entry program. You can use this to change multiple prices and discounts at the same time.

Collectively change

You can change the prices at the various levels collectively using an amount or a percentage. The collective change of cost prices and purchase prices also provides you with the option to make a change based on the average purchase price.

Recurring prices and discounts

It often happens that a discount recurs on a regular basis. For example, a bread that is on offer each Monday at a supermarket. You can add recurring promotional prices and discounts in Profit Order management.

Import and export

You can import purchase prices and discounts in Profit. You can use this option, for example, to import price lists from purchase contacts. You can also export data about prices and discounts quickly and easily to MS Excel.

Preparation

  • Configuration

    To ensure that the use of prices and discounts happens correctly, you can specify a number of settings.

Procedure

  • Level structure

    Depending on the level at which you record a price, Profit determines the price to apply if you add a (basic) order, goods receipt or invoice.

  • View the purchase price per article

    You can use the Purchase price per article function to find the correct (valid) price and any discount for an article for a purchase contact. The level of a price and/or discount is also visible. You enter a number of settings in the header.

  • Purchase price

    You add the purchase price as the basic price for your items. Profit adds the purchase prices automatically to the basic price list delivered as default.

  • Price list

    You can add prices and promotional prices to a price list. You can then link a price list to one or more purchase contacts.

  • Promotional price

    You add the promotional price as the basic promotional price for your items. Profit adds the promotional prices to the basic price list delivered as default.

  • Price agreement

    During the entry of a purchase order or goods receipt, you can add a new price agreement in the entry layouts of the order process.

  • Add volume prices

    When you add volume prices, you specify the discount amount per step.

  • Change purchase prices collectively

    You can change a large number of prices at one time using Edit prices collectively.

Also see

Process

Prices (purchase)

Work area

purchs