Add and price the items in the sales price list

Related topics

Note: This information can also be populated from the Item classification functionality for Standard sales price groups. See Setting up Item Classification pricing for more information.

The pricing in the price list on item level can be defined for a single period or multiple periods via validity dates (from-to dates).

1. To add the items to your Sales price list you have two choices:
• EITHER do it via the Work with sales price list program. Highlight the Sales price list, click Items and then Add. The Item, Currency and Unit fields are mandatory. Click OK to update the information and return and then click Details.
• OR via the Item file. Select the Work with items menu item. Select the item of choice and navigate to the Sales prices panel. Highlight the applicable price list and click Prices.
2. You access the Sales price per period, Current panel. Click Add.
3. You access the New values, Sales price per period panel where you enter the item pricing details (in this case it is done through the Work with sales price list program). The following fields control the validity date pricing:

From date

Enter the start date of the validity period for the prices.

To date

Enter the end date of the validity period for the prices. Leave blank if you want the pricing to be valid indefinitely. This date can be changed once a price is created, even when the functionality for Short term pricing is activated. When a price with overlapping dates is created, a warning message will be displayed to inform the user about this situation.

For the pricing and discounting alternatives, click to expand the applicable section directly below for the different alternatives and fields that need to be completed.

Pricing options for a sales price list

To define the pricing for the item in the sales price list choose one of the three pricing options in the table below and apply, if applicable, any discounts listed under Discounting options for a sales price list.

Pricing options for a sales price list (Only one of the first three can be applied per item)
1. Fixed price. You manually set the price.	Complete the following fields: Item Currency Sales price
2. Variable price Let the system calculate the price based on a cost or purchase price.	Complete the following fields: Item Currency Unit Basis Select a basis code that identifies the type of base cost that you wish to use in your sales price calculation. Marg/mark Define how you want the sales price of the item to be calculated by the system relative to the base cost. Enter 1 if you want your sales price to be a Margin. Enter 2 to indicate that it will be a Mark-up. Fact/per Define how the margin or mark-up is to be applied. Enter 1 if you want the margin or mark-up to be calculated as a factor. Enter 2 to indicate that it will be a percentage. Value Enter the value of the factor or percentage. You can leave this field empty if you want to sell an item at cost.
3. FOC Free of charge	Complete the following fields: Item Currency Unit FOC
4. Unique Limit dependent pricing (based on Quantity ordered or Matrix quantity ordered) for items in the Sales price list Note: You can use this option to calculate a lower price should the quantity limit be encountered.	Complete field: Qty dep prices Set to True. Matrix limits This field is applicable for matrix items and is only displayed if the ITEMMTRX (Item matrix) function is activated in the Function control file. Set this field to YES if the quantity limits that are defined shall be compared to the total ordered quantity for the whole matrix (i.e. not for the single item). The pricing retrieval will work as follows: the accumulated quantity for all sales order lines with matrix items that have the same “Segment 1 value” will be compared to the matrix limit. Click the Quantity dep prices function key and then Add and complete the following field: Quantity limit Enter the quantity that must be ordered to receive the lower price. Complete one of the following fields: Sales price Enter the lower sales price should the quantity limit be met. The markdown percentage will automatically be calculated. Markdown % Enter the markdown percentage should the quantity limit be met. The Sales price will automatically be calculated.

Discounting options for a sales price list

Discounting options for a sales price list
1. Connect predefined Quantity dependent pricing (Quantity limits or Matrix quantity limits and discounts held in a Limit code).	Can be applied on Fixed Price or Variable price Currency and Unit in the Sales price list must be the same as that in the limit code. Complete the following fields: Qty dep prices Set to True. Qty limit code Enter/select the code which holds the quantity dependent or matrix quantity dependent discounts.

Lastly, define the following:

Promotions

Set this flag to YES if the sales price list is eligible for promotional pricing, i.e. being allowed to be compared against prices from sales promotions. When a price is automatically retrieved for a sales order line, the retrieved price will be compared to the pricing from a sales promotion, if such promotion pricing exists, to get the lowest price. If this flag is set to NO, no comparison against promotion pricing will take place.

Main discounts

A price list could be connected to a sales pricing method (type = normal), contract or promotion; all of which could hold discounts. If you want to prevent any discounts from the main pricing source from being picked up for this price list (other than the ones flagged with YES below for this price list) set this flag to NO. (See Sales pricing retrieval flowchart). If you want all discounts from the main pricing source to be picked up for this price list, set this flag to YES.

Chain discounts

This field is only displayed if Chain discounts are allowed (as defined in the DIS control file). Set this flag to True if chain discounts can be applied on top of prices and discounts generated from this sales price list for this item/unit/currency combination. The actual chain discounts to be applied are set up in the Sales pricing methods file as type C (Chain discount).

Order summary disc

This field is only displayed if Order summary discounts are allowed (as defined in the DIS control file). Set this flag to True if order summary discounts can be applied on top of prices and discounts generated from this Sales price list for this item/unit/currency combination. The actual discounts to be applied are set up in the Sales pricing methods file as type O (Order summary line discount) and H (Header discount).

Related topics

• About setting up sales price lists
• Create a sales price list
• Allocate matrix pricing for items in a sales price list
• Generate a suggested retail price from a sales price list
• Apply a sales price list on company or customer level
• Sales pricing retrieval flowchart
• Setting up Item Classification pricing