Tag: Item Pricing

Generate Price List Only for Items Under Item Pricing Tab of Customer Record

Generate Price List only for Items under Item Pricing Tab of Customer Record Solution Pull up the Customer Record via Lists > Relationships > Customers Click Edit Go to Financial subtab Price Level: Putblank / null / empty Click Save Go to Actions > Generate Price Lists  Assigned Price Levels Only: Enter Checkmark Click Submit

Item Pricing In Customer Record

The item pricing defines the specific prices that apply to the items sold to that particular customer. Navigation Open a Customer Record From that select Financial Tab Under this tab, we can see the Item Pricing subtab

Add Item on a Sales Transaction: Sales Description and Item Price Do Not Populate

User Cannot add an item on a Sales Transaction like Sales Order, Cash Sale or Invoice. The item shows up on the list of items that can be added but when the user clicks on it, the sales description and price do not populate.When the user clicks the Add button, the item is not added on… Continue reading Add Item on a Sales Transaction: Sales Description and Item Price Do Not Populate

Quantity-Based Item Pricing

To enable quantity pricing: Go to Setup > Company > Enable Features. On the Transactions subtab, check the Quantity Pricing box. Click Save. After you enable the feature, you should set your accounting preferences for quantity pricing. To set quantity pricing preferences: Go to Setup > Accounting > Preferences > Accounting Preferences. Click the Items/Transactions subtab. In the Maximum # of Quantity-based Price Levels field, enter… Continue reading Quantity-Based Item Pricing

How To Add Special Pricing For Items To a Customer

The client would like to update the price for a group of items by doing a mass update to increase the price just for those items. However, they don’t want the price increase for these items to be applied to a group of customers. They have some customers to exclude from this price increase. To… Continue reading How To Add Special Pricing For Items To a Customer

Fetch the item unit price under the item pricing subtab in the customer record even if the items have different primary sale unit

To fetch the unit price of the items in the customer record under the item pricing subtab, we can use a saved search. But if the unit of measure is different the saved search will fetch the unit price based on the base unit. So if the item’s primary sales unit is different than the… Continue reading Fetch the item unit price under the item pricing subtab in the customer record even if the items have different primary sale unit

Single File Import – Quantity Pricing Schedule

To import pricing data using one file only, you should include one row for each item. All of that item’s data must be on the same row. (Note that the example below omits the item’s name, which would be required if the Add data handling option was selected.) Mapping – Map to corressponding fields under… Continue reading Single File Import – Quantity Pricing Schedule