Sales Orders/Price Lists/Create

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Back To Sales Orders - Price Lists - User Documentation

Overview

When you first create a price list, you create it for a particular Sales Area, Sales Type, and Sales Category. So you must have those three pieces of information clearly in mind before you start. The price sheet is not a spreadsheet, with a column for each different Area or Type. If you have three areas (Canada, US, International), two types (Dealer, Warehouse) and two categories (Widgets, Gizmos) then you may need to create 3 x 2 x 2 = 12 different price sheets in pERP.

Any product that has already been assigned to a category will automatically appear on a price list for that category. If the product is an assembly, its options as set in the stock item options tab will also be included on the price list.

Here are some tips to keep in mind as you work with price lists:

1. If a product you think should be on the price list does not appear, you must first check that the product is included in that particular Sales Category. Inventory > Stock List > Your Item > Pricing Tab
2. If an option does not appear on the price list AT ALL, you must check the options list to ensure that the option exists. Manufacturing > Options > Option Category > Your item
3. If an option is not properly set for one or more individual products on a price list, you must check that the options are properly set for your product. Inventory > Stock List > Your Item > Options Tab > Individual option settings [more on this in Editing]

Creating a New Price List

Creating a price list involves four steps that must be followed in this order.

1. Plan ahead. Decide on all the options, the prices, the products. Nail everything down. With the sales team, determine exactly what is going to be sold, to whom, and for how much. FAILURE TO CARRY OUT THIS STEP WILL WASTE COUNTLESS MAN-HOURS when things are revised, changed, or updated. Save time, do the job right before you create the new price list in pERP. Avoid last minute changes, sudden additions or deletions and so on.
2. Create the Area, Type, and Category if required. This requires someone with both Admin access and an understanding of the price structure in pERP. [ADMIN DOCS for this have not yet been written, but refer here to the page number when they are]
3. Assign Stock Items to the Category. If you've done your homework in step 1, you can do this from the Admin screen [Docs needed]. Someone with inventory access can also do them from the Stock List one by one but this is time-consuming.
4. Create the price list and enter the prices. Prices can also be added from the Stock list Pricing tab one by one.

Getting Started

Select Sales Orders > Price Lists to open the Price Lists Page:

This is a list of current price lists for all categories in the system (depending on how the filters are set).

Click the New Price List button on bottom left corner of the main Price Lists page:

(If you do not see this button and you are required to create new price sheets as part of your job, please check with your manager.) This will bring up the following screen:

Creating a new price list

On this page you are defining the scope and application of the particular price list. The example above shows December sale pricing for the UK Warehouse. These prices will go into effect December 1 at 09:00 and end Dec. 31 at 24:00

Doing this will filter a list of SKUs that match the parameters you have set. In the example, this will be all parts that have been set as being available for sale to the UK Warehouse. You will then go on to enter the appropriate UK cost prices for those SKUs (product items).

• Name - a text field for a descriptive name that is internal to the company. This field cannot be left blank.
• Public Title - Also called just "Title" on some screens, this is the name that appears on a printed price report that your sales staff might carry or that you might mail out in a flier. It is the one shown to your customers who can order through an account on pERP. If you don't want your customers to see an internal price title like "Pricing for dead-beats who never pay on time" or "Warehouse Pricing Category 3", use something different for the Public Title. If this field is left blank, the public title will be the same as the name.
• Currency - Select from the drop-down menu the currency for this price list. If the currency you need is not in the list, contact your manager or, if you have access yourself, go to Admin > pERP > Currencies.
• Sales Category - as explained above, select the category for this pricing.
• Sales Area - as above, choose the area to which this pricing applies.
• Sales Type - as above, choose the sales type for this pricing applies.

The three fields above, Category, Area and Type, are mandatory.

• When Viewing, Sort By - You can set the default for this new price list to sort by stock code (SKU), Description, or Price, and for the sort to be Ascending or Descending. Choose the sort that is best suited to your products or needs. At this time, it is not possible to group products by category.
• Effective To - A date when this price structure ends. Price lists are often in effect until the end of the current fiscal year, that is, for example, to 2008/12/31. This field is meant to be mandatory, and a blank field should mean "in effect indefinitely" but this has created some known problems in some reports so you are advised to use an end date.
• Price changes effective on - This is a date for when the price comes into effect. You can type in a date in the correct format or chose from the calendar control. This field is mandatory. For a new price list, you should accept the default date, which will be the next business day at 09:00. This will allow you time to get the price list all finished. However, you can do up a sales price sheet months in advance if you want (as is often the case when a business plans its Christmas sale in July)
• Save - Save this new price list
• Cancel - Undo anything entered since the last Save. After you have clicked Save, this button means "I'm done here" and will take you to the Edit Price List screen so that you can finish your list by pricing the items in it