Pricing - Supplier Prices

Settings

Transaction Settings

Navigation: Main Menu > Setup > Settings > Transactions (tab).

• Pricing > Purchase Orders (EXP) (PO-EXP) > Use in Pricing > Supplier Prices > Last Purchase:  Checkmark = price will be used.

• Pricing > Purchase Orders (COS) (PO-COS) > Use in Pricing > Supplier Prices > Last Purchase: Checkmark = price will be used.

• Pricing > Purchase Orders (INV) (PO-INV) > Use in Pricing > Supplier Prices > Last Purchase: Checkmark = price will be used.

• Transactions > Purchase Price Variance (PPV) > Add items to Transactions: Checkmark = items will be added to transactions.

List View

Buttons Explained

• View: Generates a list of Supplier Prices based on the selected Filters.

• Save: Saves any changes or refreshes the view.

• Actions: 

  • Batch Updates: Updates are applied to all the selected records when the Update (button) is clicked. Batch Update options are:

    • VAT: Changes the Default VAT Type to the type selected in the first block and/or changes the default VAT to Exclusive (Exc) or Inclusive (Inc) as specified in the second block. Reapplies the current VAT percentage even if the VAT Type is unchanged. 

    • Currency: Changes the price's default Currency to the one selected in the dropdown list.

    • Unit Price by Amount: Changes the Unit Price to the new price typed in the first block and the Quantity included in that price to the number typed in the second block.

    • Unit Price by %: Changes the Unit Price by the percentage typed in the adjacent block.

    • / (Price Qty): Changes the Quantity included in the price to the number typed into the block.

    • Adj %: Changes the Percentage added onto Supplier Prices to the percentage typed in the block.

    • Supplier: Changes the Supplier linked to the item to the supplier selected from the dropdown list of suppliers.

    • RoE: Checkbox that allows users to override the Rate of Exchange. Checkmark = allowed. Updates the rate of exchange to the one typed in the block.

    • Status: Changes the Status of the supplier price from active to inactive. Checkmark = Active.

  • Update to last Purchase Price: Allows users to update the prices for all the selected records to the last price used in a transaction if the price is greater than zero. Users are asked to confirm the change. 

  • Delete Supplier Prices: Deletes the Supplier Prices for the selected records. Users are asked to confirm the deletion.

• Output: Generates price lists. 

• Menu:

  • Reset Data Filter: Resets the selected data filters.

  • Views

    • Supplier Prices: Switches the view to Supplier Prices.

    • Selling Prices: Switches the view to Selling Prices.

    • Inventory Prices: Switches the view to Inventory Prices.

    • Service Prices: Switches the view to Service Prices.

  • Items

    • Add new Item: Allows users to add a new Item.

    • Add new Supplier Price: Allows users to add a new Supplier Price to an existing item.

  • Price Lists

    • Edit Price Lists: Allows users to add or edit a price list.

    • Link Customers to Price Lists: Allows users to add customers to a price list.

    • Email Excel: Allows users to email the list view by opening the default email template with the view attached in .xlsx format. 

  • Layout & Grids

    • Save

    • Save (All Users)

    • Restore Default (All Users)

Filters Explained

• Category: A dropdown list allowing users to select a specific Category or All Categories.

• Supplier: A dropdown list allowing users to select a specific Supplier or All Suppliers.

• Active: Checkbox. Checkmark = Only Active Supplier Prices will be shown.

Fields Explained

• Field Chooser:  Allows users to add or remove columns.

• ID: A system-generated number for the supplier price.

• Category: The item's Category.

• Sub-category: The item's Subcategory.

• Status: The Status of the price.

• Description: The item's user-defined description.

• Code: The item's user-defined Code.

• Reference: The item's user-defined Reference.

• Type: The item's Type (e.g. material, service, assembly).

• Supplier: The name of the Supplier selected under Supplier Prices in the Item's Costing & Pricing tab. If there is more than one supplier, the supplier with the highest unit cost will be shown.

• Supplier Reference: The Supplier's unique Reference (e.g. Code) entered under Supplier Prices in the Item's Costing & Pricing tab. 

• Fixed Price: The Fixed Price filled in under Supplier Prices on the Item's Costing & Pricing tab converted to the Base Unit.

• VAT Type: The VAT Type selected for the supplier price.

• VAT: Whether the price Includes (Inc) or Excludes (Exc) VAT.

• Unit Price: The Unit Price entered under Supplier Prices on the  Item's Costing & Pricing tab converted to the Base Unit.

• / : The Quantity included in the Unit Price (e.g. for products with small unit prices, you might add a price for 100 items instead of a price for 1 item).

• Unit: A code describing the Unit.

• CUR: The price's Currency.

• RoE Override: A checkbox. Checkmark = Users are allowed to override the Rate of Exchange.

• RoE X: The current Rate of Exchange which equals 1 for local prices. This will be displayed as RoE / or RoE X depending on your Currency Settings.

• Cost Adj %: The percentage that must be added to the Cost Price as set on the Pricing section of the Item's Costing & Pricing tab.

• Adj %: The percentage that must be added to the supplier price as set on the Supplier Prices section of the Item's Costing & Pricing tab.

• Total Fixed: The Fixed Cost as per the Pricing section in the Item's Costing & Pricing tab.  (Fixed Price + Adj%  = Supplier Price + Cost Adj % = Fixed Cost.) 

• Cost Price: The Total Cost Price on the Pricing section of the Item's Costing & Pricing tab. (Unit Price + Adj% = Supplier Price + Cost Adj%.)

• Unit Price (ZAR): The Total Unit Price on the Supplier Price section of the Item's Costing & Pricing tab. (Supplier's Unit Price + Adj %.)

• Unit:  A code describing the Unit.

• Last Date: The Last Date on which the price was used.

• Last RoE: The last Rate of Exchange that was used.

• Last Price (CUR): The Last Unit Price.

• Last CUR: The Last Currency for which the price was used.

• Last Price (ZAR): The Last Unit Price in Local Currency where ZAR = Local Currency.

• Var (ZAR): The difference between the Unit Price on the Item's Costing & Pricing tab (Column: Unit Price ZAR) and the Unit Price on the Last Purchase Order).

• Update: The Date on which the item was last updated.

• Updated by: The User who last updated the item.

• Menu (...): A sub-menu that can also be accessed by right-clicking the line.

  • Open Item: Opens the item's setup interface.

  • Open Item Dashboard: Opens a Dashboard with a Summary of the item's activity.

  • View Item Summary: Displays a Summary of the item and transactions on the right screen.

  • Open last Purchase Order: Opens the Last Purchase Order in which the item was used.

Related Topics

• Tutorial: Pricing

• Tutorial: Supplier Prices 

• Tutorial: Selling Prices 

• Tutorial: Inventory Prices

• Tutorial: Service Prices

• Reference: Pricing

• Reference: Selling Prices

• Reference: Inventory Prices

• Reference: Service Prices

• Reference: Price Lists