Purchase and Sales Price Lists
In TRASER DMS 365 you can create and set up price lists on the Purchase Price Lists and Sales Price Lists pages. Price lists allow you to offer special prices or discounts to either all customers or vendors or only to certain customers or vendors. The prices and discounts defined by you are automatically applied to purchase, sales and service documents. This page is divided into the following sections:
Creating Purchase Price Lists
To create and set up a purchase price list, please proceed as follows:
- Use the quick search (ALT+Q) to find the Purchase Price Lists page.
- To create a new purchase price list, click on New in the menu bar.
- Enter the following information in the General FastTab.
| Field | Description |
|---|---|
| Code | The Code field is automatically filled by the system once you click in the next field. |
| Description | Enter a clear description for the price list. |
| Assign to Type | Select here which type you want to assign this price list to. The following options can be selected: All Vendors, Vendor, Campaign, Contact. |
| Assign to No. | Select here the number of the element to which the prices are linked. The options depend on the selection in the Assign to Type field. If you select an element, the price list will only be used for this element. |
| Price Includes VAT | Activate this toggle switch if the prices already include VAT. |
| View Columns for | Select what value should be displayed in the columns of the price list lines. |
| The following options can be selected: Price & Discount, Price, Discount. | |
| Status | Select here if the price list is in draft stage and can still be edited or if it is inactive and cannot be edited or used or if it is active and can be used for price calculations (provided that Editing of Active Price Enabled is activated). |
| Currency Code | Select here the currency which should be used for the prices in the price list. The currency may be the same for all prices or you can specify a currency for individual lines. |
| Starting Date | Specifies the starting date from which the price list is valid. |
| End Date | Specify here the end date until the price list is to be valid. |
| Allow Updating Defaults | Activate this toggle switch to enable editing of the values in the price list line fields that were pre-assigned from the header by default. |
| Allow Invoice Disc. | Activate this toggle switch to enable the use of an invoice discount. |
| Allow Line Discount | Activate this toggle switch to enable the use of a line discount. |
- Enter the following information in the Lines FastTab:
| Field | Description |
|---|---|
| Product Type | Select the product type here. The following options can be selected: All, Item, Item Discount Group, Resource, Resource Group, Service Costs, G/L Account, Catalog Item, Purchase Item Discount Group and All Items. |
| Vendor Item No. | Select here the vendor item number, if needed. |
| Product No. | Enter the identifier of the product. If no product is selected, the price and discount values apply to all products of the selected product type for which these values are not specified. If you for example select Item as a product type but do not specify a certain item, the price will be applied to all items which do not have a specified price. |
| Description | Enter the description of the product. |
| Order Type | Enter the order type for which the price of the price list is valid. |
| Variant Code | Enter the item variant, if necessary. |
| Work Type Code | Enter the work type code. |
| Unit of Measure Code | Enter the unit of measure code. |
| Minimum Quantity | Enter the minimum quantity for the price of the price list. |
| Purchase Price | Enter the purchase price of the product. |
| Allow Line Discount | Activate this checkbox if a line discount is to be calculated once the price is offered. |
| Allow Invoice Disc. | Activate this checkbox if an invoice discount should be calculated once the price is offered. |
| Price Factor | Specify here the price factor which is used for the calculation of the unit price for an item. |
Creating Sales Price Lists
To create and set up a sales price list, please proceed as follows:
- Use the quick search (ALT+Q) to find the Sales Price Lists page.
- To create a new sales price list, click on New in the menu bar.
- Enter the following information in the General FastTab.
| Field | Description |
|---|---|
| Code | The Code field is automatically filled by the system once you click in the next field. |
| Description | Enter a clear description for the price list. |
| Assign to Type | Select here which type you want to assign this price list to. The following options can be selected: All Customers, Customer, Customer Price Group, Customer Disc. Group, Campaign and Contact. |
| Assign to No. | Select here the number of the element to which the prices are linked. The options depend on the selection in the Assign to Type field. If you select an element, the price list will only be used for this element. |
| VAT Bus. Posting Gr. (Price) | Select the default VAT business posting group code. |
| Price Incl. VAT | Activate this toggle switch if the prices already include VAT. |
| View Columns for | Select what value should be displayed in the columns of the price list lines. The following options can be selected: Price & Discount, Price, Discount. |
| Status | Select here if the price list is in draft stage and can still be edited or if it is inactive and cannot be edited or used or if it is active and can be used for price calculations (provided that Editing of Active Price Enabled is activated). |
| Currency Code | Select here the currency which should be used for the prices in the price list. The currency may be the same for all prices or you can specify a currency for individual lines. |
| Starting Date | Specifies the starting date from which the price list is valid. |
| End Date | Specify here the end date until the price list is to be valid. |
| Allow Updating Defaults | Activate this toggle switch to enable editing of the values in the price list line fields that were pre-assigned from the header by default. |
| Allow Invoice Disc. | Activate this toggle switch to enable the use of an invoice discount. |
| Allow Line Discount | Activate this toggle switch to enable the use of a line discount. |
- Enter the following information in the Lines FastTab:
| Field | Description |
|---|---|
| Product Type | Select the product type here. The following options can be selected: All, Item, Item Discount Group, Resource, Resource Group, Service Costs, G/L Account, Catalog Item, Purchase Item Discount Group and All Items. |
| Vendor Item No. | Select here the vendor item number, if needed. |
| Product No. | Enter the identifier of the product. If no product is selected, the price and discount values apply to all products of the selected product type for which these values are not specified. If you for example select Item as a product type but do not specify a certain item, the price will be applied to all items which do not have a specified price. |
| Description | Enter the description of the product. |
| Order Type | Enter the order type for which the price of the price list is valid. |
| Variant Code | Enter the item variant, if necessary. |
| Work Type Code | Enter the work type code. |
| Unit of Measure Code | Enter the unit of measure code. |
| Minimum Quantity | Enter the minimum quantity for the price of the price list. |
| Defines | Specify here if the price list line applies to prices, discounts or both. |
| Price Factor | Specify here the price factor which is used for the calculation of the unit price for an item. |
| Sales Unit Price | Enter the sales price of the product. |
| Allow Line Discount | Activate this checkbox if a line discount is to be calculated once the price is offered. |
| Line Discount % | Enter the line discount for the price line. You can also set up Multi-Level Discounts via this field. |
| Allow Invoice Disc. | Activate this checkbox if an invoice discount should be calculated once the price is offered. |
| Price Base Amount | Enter the amount which is used as basis for the sales price calculation. |
| Surcharge Calculation Base | Specify here if the sales price is based on the published cost or unit price. |
| Surcharge in % | Enter the surcharge percentage with which the sales price was calculated. |
| Rounding Amount Added Before | Enter the amount which was calculated before the unit price was rounded. |
| Rounding Type | Specify here how the amount was rounded. |
| Rounding Precision | Specify here the rounding precision for the amount. |
| Rounding Amount Added After | Enter the amount which was calculated after the unit price was rounded. |
| Price Incl. VAT | Activate this checkbox if the prices should include VAT. |
| VAT Bus. Posting Group (Price) | Select the VAT Business Posting Group here. |
| Dynamic Surcharge Base | Enter the calculation base for items where the sales price consists of the costs and the surcharge. This function can be used if an item cannot be clearly identified by the item number or the vendor item number. |
| Dynamic Surcharge % | Enter the dynamic surcharge for items where the sales price consists of the costs and the surcharge. This function can be used if an item cannot be clearly identified by the item number or the vendor item number. |
Setting up Multi-Level Discounts
In TRASER DMS 365 you have the option of defining multi-level discounts that can be used in the sales price list. Proceed as follows to set up multi-level discounts via a sales price list:
- In an open sales price list, navigate to the Lines FastTab.
- Scroll to the Line discount % column and click on the line for which you want to set up multi-level discounts.
- Click on the selection field to open the Edit - Multi-Level Discounts page.
- In the Description field, enter a unique description for the discount.
- In theDiscount % field, enter a discount percentage.
- You can then define further discounts and arrange them in different levels.
- To adjust a discount's level, click on Outdent or Indent in the menu bar. The arrangement of the discounts affects the Total discount %.
- As soon as you have set up the discount scheme, you can leave the page by clicking on Close.
- The value in the Total Discount % field is written into the Line Discount % field in the Lines FastTab.
You have successfully set up multi-level discounts.