Prices (Sales)
Profit allows you to use different prices for the same item by recording them at different levels.
Description
The higher the level at which the price has been recorded, the more important the price is.
The levels can roughly be classified as:
- Highest: Sales contact price
- Medium: Price list
- Lowest: Sales price
Based on the level at which you record a price, Profit determines the price when you enter a (basic) order, quotation, packing slip or invoice. A price at a higher level overrides the price you have recorded at a lower level. In addition to these main levels, you also have promotional prices at each level. As far as the promotional prices are concerned, the promotional price on the basic price list overrides the price on the specific price list if there is no promotional price there.
A sales price or promotional price for a sales contact always overrides the other agreements.
Below, you see the structure that Profit uses to determine the correct price:
Date-dependent
You define all prices as being date-dependent. That is to say, a price is only valid from the date you enter. This will give you an insight into the history of your prices. It also enables you to enter future prices. Profit automatically retrieves the correct price, based on the date you use, the sales contact and the article. This also applies to the transfer price and the cost price that you can record for an article.
In Profit you can import both purchase and sales prices so that, for example, you can quickly compile price lists for sales contacts or purchase contacts.
It is also possible to import prices based on the article code that the purchase contact or sales contact uses. To do this, you must first configure the item codes of the purchase/sales contact and link them to your own item codes.
With the various display screens and view functions that Profit offers, it is easy to export the prices and price lists to MS Excel.
Procedure
- Overview of price terminology
In Profit you will find different terms used for prices. Here is an overview of the most important terms with a short description of the meaning.
- View the prices by article
If you use a lot of different prices and discounts per article, possibly also per dimension value, then you can consult this list in the properties of the article.
- View the prices by sales contact
The Price per sales contact function allows you to find the correct (valid) price and possible discount of an item for a sales contact. Also the level of a price and/or discount is visible. You can specify a number of settings in the header.
- Add a price for each sales contact
You can add prices and discounts per sales contact. Prices and discounts for the sales contact are the highest level and as such always have priority over all other prices and discounts for an item/article.
- View all prices/discounts per sales contact
Profit contains various reports and analyses for viewing management information. These are based on the current information.
- Manually change a price in a line
With the entry of a sales order line for an item, Profit generally proposes the applicable price. You can change this price manually in the line. A condition is that it is not a fixed price. This may not be changed in the entry window.
- Price by calculation
When you add sales prices, you can select to have the price determined using a calculation. The calculation is then a percentage on top of theCurrent purchase price (CPP), the Current cost price (CCP) or the Current settlement price (CSP). You can have the calculated sales price rounded too.
- Calculate the cost price and the transfer price
The transfer price can appear in 3 ways, two of which you can set.
- Sales price
When you add a sales price then this is the Basic price for your items. The basic sales prices appear automatically in the default basic price list of Profit.
- Price list
You can add prices and promotional prices to a price list. You can then link a price list to one or more sales contacts.
- Promotional price
A promotional price is a price that is temporary, thus with a start and an end date.
- Add volume prices
When adding volume prices you determine the amount or percentage of discount per step.
- Collective price changes
You can change a large number of prices at one time using Edit prices collectively.
- Import prices
You can even import sales and purchase prices instead of manually adding them.
- Import a ladder when importing a sales price
When importing the sales price you can also import the volume prices.