Selling Prices Tutorial

How to Display a List of Selling Prices

1. Navigate to Pricing.

2. Click Menu (button) > Selling Prices.

3. Category: Select a Category from the dropdown list of categories or select All.

4. Price List: Select a Price List from the dropdown list of price lists or select N/A for all.

5. Currency: Select a Currency from the dropdown list of currencies.

6. Active checkbox: Click the checkbox to only show Active Prices.

7. Click View (button).

How to Change Multiple Selling Prices

1. Display a list of Selling Prices.

2. Select the Selling Prices you want to change (Ctrl + C).

3. Click Actions (button) > Batch Updates.

4. Select an option from the dropdown list next to Update and fill in the details as required:

   • Cost Price by %: Type the Percentage to add to the cost price.

   • Selling Price by MU%: Type the Percentage to mark up the cost price in the first block. Type an integer to round the price in the second block (optional).

   • Selling Price by GM%: Type the Percentage of gross margin you want to earn in the first block. Type an integer to round the price in the second block (optional).

   • Selling Price by Profit: Type the Amount you want to earn as a profit in the first block. Type an integer to round the price in the second block (optional).

   • Selling Price by Amount: Type the Amount you want to add to the Cost Price to obtain the selling price in the block.

   • Selling Price by Percent:  Type the Percentage you want to add to the Cost Price to obtain the selling price in the first block. Type an integer to round the price in the second block (optional).

   • Round the Selling Price: Type an integer to round the Selling Price in the block.

   • Price Qty (/): Type in the number of Units that are included in the price in the block.

   • Add Currency: Select a Currency from the dropdown list of currencies to add it to the price.

   • Status: Click the Active checkbox - If there's a checkmark, the Status will be changed to Active. If there is no checkmark, the Status will be changed to Inactive.

   • Fixed Qty: Type the Amount for the fixed quantity in the block provided .  

   • VAT:  Change the Default VAT Type in the first block and/or change from exclusive (Exc) to inclusive (Inc) in the second block.

5. Click Update (button).

How to Auto-Update the Cost Price from the Highest Costing

1. Display a list of Selling Prices.

2. Select the prices you want to change  (Press Ctrl + C and left-click the prices to select them).

3. Click Actions (button) > Auto-Update the Cost Price from the Highest Costing.

4. Confirm the update on the popup.

How to Auto-Update the Selling Price from the Cost Price

1. Display a list of Selling Prices.

2. Select the prices you want to change  (Press Ctrl + C and left-click the prices to select them).

3. Click Actions (button) > Auto-Update the Selling Price from the Cost Price.

4. Confirm the update on the popup.

How to Change the Auto-Update Feature to manually Update the Cost Price

1. Display a list of Selling Prices.

2. Select the prices you want to change  (Press Ctrl + C and left-click the prices to select them).

3. Click Actions (button) > Manually Update the Cost Price.

4. Confirm the update on the popup.

How to Change the Auto-Update Feature to Manually Update the Selling Price

1. Display a list of Selling Prices.

2. Select the prices you want to change (Press Ctrl + C and left-click the prices to select them).

3. Click Actions (button) > Manually Update the Selling Price.

4. Confirm the update on the popup.

How to Remove an Item from the Price List

1. Navigate to Selling Prices.

2. From the Price List dropdown select a specific price list.

3. Click View (button).

4. Select the price(s) you want to remove from the list (Press Ctrl + C and left click the prices to select them).

5. Click Actions (button) > Remove from Price List.

How to Delete Selling Prices

1. Display a list of Selling Prices.

2. Select the price(s) you want to delete (Press Ctrl + C and left click the prices to select them).

3. Click Actions (button) > Delete Prices.

4. Confirm the deletion on the popup.

How to Import Selling Prices (.csv)

ℹ️ The columns in the import file must follow this pattern:

▶ CODE: The item code which is used to match the item must be enclosed by double quotes e.g. "Code".

▶ DESCRIPTION: The item description (for easy reference)must be enclosed by double quotes e.g. "Item, Colour, Size".

▶ UNIT: The item unit which is used to match the item must be enclosed by double quotes e.g. "UnitName".

▶ SELLPRICE: The selling price (Unit Price).

▶ PRICELISTCODE1, PRICELISTCODE2, etc.: The code of the Price List to be updated.

1. Navigate to Selling Prices.

2. Click Actions (button) > Import Selling Prices (.csv).

3. Choose a file that you want to import.

4. Click Open (button).

5. I don't know what happens next.

How to Export Selling Prices (.csv)

1. Display a list of Selling Prices.

2. Select the price(s) you want to export (Ctrl + C).

   • Note: Only prices with a code will be exported.

3. Click Actions (button) > Export Selling Prices (.csv).

4. Navigate to a save location on your local server.

5. Click Save (button).

Related Topics

• Tutorial: Pricing

• Tutorial: Supplier Prices 

• Tutorial: Inventory Prices

• Tutorial: Service Prices

• Reference: Pricing

• Reference: Supplier Prices

• Reference: Selling Prices

• Reference: Inventory Prices

• Reference: Service Prices

• Reference: Price Lists