Selling Prices Tutorials

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 = Check the checkbox to only show Active Prices or uncheck it to show all the prices.

7. Click View (button).

Batch Updates

How to Change Multiple Selling Prices: No Price Selected

ℹ️ Batch Update options differ based on the Price List selected. The options described below are only available if N/A is selected next to the Price List. The Batch Update function must be closed when you change Price List options (i.e. the options do not change if it is left open).

1. Navigate to Selling Prices.

2. Select N/A from the dropdown list next to Price List.

3. Click Actions (button) > Batch Updates.

4. Select the Selling Prices you want to change. (User Ctrl C + left-click to multi-select).

5. 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 %:  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.

   • Price Qty (/): Type 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: Check or uncheck the Active checkbox. If checked the Statuses are changed to Active. If unchecked, the Statuses are changed to Inactive.

   • Fixed Qty: Type the amount for the fixed quantity.  

   • VAT:  Select a VAT Type from the first dropdown list and select exclusive (Exc) or inclusive (Inc) from the second dropdown list.

6. Click Update (button).

How to Change Multiple Selling Prices: Price List Selected

ℹ️ By default, the columns with the Price-List prices are hidden. Use the Field Chooser (*) to add these columns. The column names start with the price list name. In addition, the Auto Update PL column displays whether price lists are manually or automatically updated.

1. Navigate to Selling Prices.

2. Select a Price List from the dropdown list next to Price List.

3. Click Actions (button) > Batch Updates.

4. Select the Selling Prices you want to change. (Use Ctrl C and left-click to multi-select).

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

   • Price List by % from Cost Price: 

     1. • Type an amount in the adjacent block that must be added to the cost price to determine the sell price (e.g. 50 for 50%). 

        • Check or uncheck the Auto checkbox. If checked the sell price is updated when the cost price changes. If unchecked, the sell price must be manually updated.

   • Price List by % from Sell Price: 

     1. • Type an amount (e.g. 50 for 50%) in the adjacent block that represents an adjustment to the cost price in determining a sell price. 

        • Check or uncheck the Auto checkbox. If checked the sell price is updated when the cost price changes. If unchecked, the sell price must be manually updated.

   • Price List by Amount: 

     1. • Type a new sell price in the adjacent block. 

        • The new price must be manually changed in the future.

   • Price List by Percent: 

     1. • Type a percent in the adjacent block that is added to the sell price (e.g. 10 for 10%). 

        • Type an amount in the Round to block if the price must be rounded up (e.g. 5 to round 99 to 100). 

        • The new price must be manually changed in the future.

Updating Multiple Items: No Price List Selected

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. (Use Ctrl C and left-click to multi-select.)

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. (Use Ctrl C and left-click to multi-select.)

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

4. Confirm the update on the popup.

How to Change Cost Price Updates from Auto to Manual

1. Display a list of Selling Prices.

2. Select the prices you want to change. (Use Ctrl C and left click to multi-select.)

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

4. Confirm the update on the popup.

How to Change Sell Price Updates from Auto to Manual

1. Display a list of Selling Prices.

2. Select the prices you want to change. (Use Ctrl C and left-click to multi-select.)

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. (Use Ctrl C and left-click to multi-select.)

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

6. Confirm the removal on the popup.

How to Delete Prices

ℹ️ This function deletes all the selected prices that are on the item's Costing & Pricing tab. Prices linked to costings are not deleted.

1. Display a list of Selling Prices.

2. Select the price(s) you want to delete. (Use Ctrl C and left-click to multi-select.)

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 is used to match the item and must be enclosed by double quotes (e.g. "Code").

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

▶ UNIT: The item unit must be enclosed by double quotes (e.g. "UnitName").

▶ SELLPRICE: The selling price (Unit Price).

▶ PRICELISTCODE1, PRICELISTCODE2, etc: The price list codes that must be updated.

1. Navigate to Selling Prices.

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

3. Choose the .csv file that you want to import.

4. Click Open (button).

5. A panel displays the result of the import (e.g. 22 Prices successfully updated. 53 Error/s). The errors are listed with the problems.

6. Click OK (button) to close the information panel.

How to Export Selling Prices (.csv)

ℹ️ Only prices that have a Code can be exported using this feature.

1. Display a list of Selling Prices.

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

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

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

5. Click Save (button).

Related Topics

• Reference: Pricing

• Reference: Supplier Prices

• Reference: Selling Prices

• Reference: Inventory Prices

• Reference: Service Prices

• Reference: Price Lists

• Tutorials: Pricing

• Tutorials: Supplier Prices 

• Tutorials: Inventory Prices

• Tutorials: Service Prices