Pricing - Price Lists

Overview

QuickEasy BOS Enterprise provides various price lists (e.g. price lists can be set per currency, region, or to reward loyal customers). Once created, customers can be linked to price lists.  Price lists cover items that have the same currency as the price list. 

Navigation: Main Menu > Items > Pricing > Menu (button) > Edit Price Lists.

Navigation: Main Menu > Items > Pricing > Menu (button) > Link Customers to Price Lists.

Table of Contents

Edit Price Lists

Navigation: Main Menu > Items > Pricing > Menu (button) > Edit Price Lists

Buttons Explained

• Edit: Changes the table from read-only to editable.

• New: Creates a new price list (opens a new line at the bottom of the table for users to fill in the details).

• Save: Saves any changes.

• Close: Closes the Edit Price List popup.

Fields Explained

• Checkbox: Makes the price list Active or Inactive. Checkmark = Active.

• Description: A field to type in a name / The user-defined name of the price list.

• Code: A field to type in an abbreviation for the description / The user-defined abbreviation for the description.

• Currency:  A dropdown list of available currencies for users to select one / The price's list Currency.

• Prices: A number indicating how many prices (items) are linked to the price list.

• Customers: A number indicating how many customers are linked to the price list.

• Menu: 

  • Copy: Copies the existing price list including prices and linked Customers to create a new price list.

  • Delete: Deletes the existing price list. If Customers are linked to the price list, they must first be removed (see below) before the price list can be deleted.

Link Customers to Price Lists

Buttons and Filters Explained

• Dropdown list of Customer Categories for users to select a Category or select All.

• Dropdown list of Price Lists for users to select a specific price list.

• View: Generates a list of Customers based on the selected filters.

• Save: Saves any changes.

Available Section

• Lists all the Customers as per the selected Filters.

Linked Section

• Lists the Customers linked to the selected Price List.

Arrows

• >  : Moves a Single Customer from the available section to the linked section.

• >> : Moves All the Customers from the available section to the linked section.

• < : Removes a Single Customer from the linked section.

• << : Removes All the Customers from the linked section. (This step is required before you can delete a price list.)

How Price Lists Work

• When an item is added to a transactions, the following checks are made to update the transaction price from the price list:

1. The Customer on the transaction is linked to a Price List.

2. The Transaction Item is linked to a Price List.

3. The linked Price List is Active.

4. The Price List Currency matches the Transaction Currency.

• The VAT and /Qty, Roundup is the same on the Price List as it is on the Selling Price.

• When a Price List is selected, the Auto-Update field indicates whether or not the Price List is automatically updated from the Cost or Sell Price. For example, Sell -10% (Green) indicates the Price List will be updated to the Selling Price less 10% and Cost +10% (Blue) indicates that the Price List will be updated to Cost Price + 10%.  When this field is blank, the Price List prices need to be manually updated.

Related Topics

• Tutorial: Pricing

• Tutorial: Supplier Prices 

• Tutorial: Selling Prices 

• Tutorial: Inventory Prices

• Tutorial: Service Prices

• Reference: Pricing

• Reference: Supplier Prices

• Reference: Selling Prices

• Reference: Inventory Prices

• Reference: Service Prices