Editing Price Books
Jump to navigation
Jump to search
Warning: You are not logged in. Your IP address will be publicly visible if you make any edits. If you log in or create an account, your edits will be attributed to your username, along with other benefits.
The edit can be undone. Please check the comparison below to verify that this is what you want to do, and then save the changes below to finish undoing the edit.
Latest revision | Your text | ||
Line 1: | Line 1: | ||
− | Price Books are used to assign customer specific pricing during order entry. You can assign a price book to a customer and all orders created for the customer will use the pricing rules assigned in the price books. An example of a price books is “30% higher than cost” or “10% less than retail” | + | Price Books are used to assign customer specific pricing during order entry. You can assign a price book to a customer and all orders created for the customer will use the pricing rules assigned in the price books. An example of a price books is “30% higher than cost” or “10% less than retail”. |
<br>'''**NOTE**''' Price Books take precedence and drives the price on the order. | <br>'''**NOTE**''' Price Books take precedence and drives the price on the order. | ||
Line 5: | Line 5: | ||
== Create a price book for a percentage markup over cost == | == Create a price book for a percentage markup over cost == | ||
− | |||
− | |||
− | |||
1. In the '''Utilities''' module, click '''Utilities'''. | 1. In the '''Utilities''' module, click '''Utilities'''. | ||
<br>2. Select Price Book Editor and click '''Run It'''. | <br>2. Select Price Book Editor and click '''Run It'''. | ||
Line 20: | Line 17: | ||
== Price Book for specific prices on inventory or service items == | == Price Book for specific prices on inventory or service items == | ||
− | |||
− | |||
1. In the '''Utilities''' module, click '''Utilities'''. | 1. In the '''Utilities''' module, click '''Utilities'''. | ||
<br>2. Select Price Book Editor and click '''Run It'''. | <br>2. Select Price Book Editor and click '''Run It'''. | ||
Line 50: | Line 45: | ||
<br>b. Notice the price in the Price field (2). This price is calculated based off the rules setup in the price book. You can see the price change if you select a different price book. | <br>b. Notice the price in the Price field (2). This price is calculated based off the rules setup in the price book. You can see the price change if you select a different price book. | ||
<br>[[File:PriceBookOnItem.png]] | <br>[[File:PriceBookOnItem.png]] | ||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− |