Price Changes

Managing Price Changes on Invoices, Quotes, and Job Cards

Automatic Price Changes on the Invoice:

•In the Customer > Financial Info form, enter the discount percentage and line discount percentage, or select a price level.

•In the Invoice Options form, specify a maximum invoice discount and a default invoice discount.

•In the Stock Main Form > Cost and Selling tab, configure the ten price levels, volume discount, and special prices.

•The default Branch Price Level will also automatically change the price.

oTo use this value: Ensure the pricing type is set to Branch Price Level. Navigate to Customer > Financial Info and select Pricing Type.

oNote: Cash invoices will always use this default branch price level.

Directly Change the Price:

•To prevent this: Uncheck Allow Price Changes in the Security Settings form, or set this using permissions for specific security groups.

•Exempt certain items from this restriction: Select the Variable Price checkbox in the Stock Main Form.

•Prevent items from being sold below cost: Uncheck the Allow Sell Item Below Cost checkbox.

•Disable editing of the MU and GP in the invoice form: Deselect Allow Price Changes or Show Markup/profit/GP.

Select Price:

Right-click on the row and select one of the prices determined by the Price Levels in the Main Stock Form.

•Control the price level by only allowing certain price levels to be selected by each employee.

Variable Price in the Main Stock Form > Additional Info Tab:

•Even if Allow Price Changes is not enabled in the Invoice Security Form, selecting the Variable Price Option will allow price editing on the invoice for this item.

oThis feature is useful if you want to change your labor rate on the invoice but not the prices of other items.

Notes.

See also: Discount Rules, Rounding, Bulk Price Changes as well as Recalculate Prices For Stock Group.