Sales price lists are one way of holding all pricing information (price, discounts and FOC) for items. Instead of manually entering the price for the item during sales order entry, you can have the system retrieve the price and any applicable discounts from a Sales price list. You can define an unlimited number of Sales price lists each containing an unlimited number of fixed or variable prices. The pricing details contained in the price list can be defined for a single period or multiple periods via validity dates (from/to dates).
Note: You can also connect a Sales price list to a Customer contract and/or Sales pricing method in the event that only discounts have been set up in those. This will allow you to use the Sales price list with a price on which to base the discount.
You also have the possibility to apply/generate the following:
- Apply chain discounts (set up in the Work with sales pricing methods file) on top of any prices and/or discounts set up in a Sales price list.
- Apply order line summary discounts and/or header discounts (set up in the Work with sales pricing methods file) on top of any prices and/or discounts set up in a Sales price list.
- Generate retail prices from a Sales price list.
Per Sales price list item that you create, which is fixed on item/currency/unit level, you must enter a:
- Price (in the Price field)
OR - The means to enter a price (in the Basis, Marg/mark, Fact/per and Value fields)
OR - FOC
You add the items and corresponding currencies and units and how the price is going to be derived (i.e. is it a fixed value, is it to be calculated based on cost or is it going to be FOC).
When defining discounts you can choose from the following:
- Connect pre-defined quantity dependent discounts held in a limit code.
- Apply the discounts defined in a Customer contract to the Sales price list price. You do this by connecting the Sales price list code to the applicable Customer contract within the Work with customer contracts file. See Add and price the items in a customer contract.
- Apply the discounts defined in a sales pricing method to the Sales price list price. You do this by connecting the Sales price list code within the Sales pricing method file for the applicable method type. See About setting up sales pricing methods.
The Sales price lists that you define can be applied in three different ways:
- At Iptor.com company level – mandatory.
- Per customer. This will override the sales price list at company level.
- Manually selected price list on order/quotation header level. This will override a retrieved sales price list from customer level.
Company-level sales price list
A company-level sales price list is assigned to the Standard price list field in the DIS control file. The system supplies a default price list identifier (price list 01 in the Work with sales price list file) which is automatically connected in the Standard price list field within the DIS control file. No data is set up in this price list (i.e. items and pricing). If you only plan on using Customer contracts and Sales pricing methods to define discounts, you must do one of the following:
- EITHER, keep this price list as the standard but attach the items and define the pricing information for each item in the Work with sales price list program.
- OR, create your own company level price list with items and pricing in the Work with sales price list program and connect that one in the Standard price list field in the DIS control file.
Note: If you plan on defining the prices in the Customer contracts or Sales pricing methods, you do not have to use a standard price list or establish any other.
Sales price list per customer
You can create a unique sales price list that will be applied to a particular customer. You can then set it as your customer’s default Price List via the Business partner file, Customer file panel. When a sales order line is entered for the item the sales price, defined in the customer’s default Price List, is retrieved. If a sales price list is not attached to a customer then the one in the DIS control file will be used.
Manually selected sales price list
When you create a sales order or quotation the sales price list will be defaulted from the customer file. But you have the option to manually select a different price list on the order/quotation header level. This will override the retrieved sales price list from customer level during the sales price retrieval.
Sales price retrieval
When Distribution runs the main pricing program (DMR910) it will start with retrieving a “Base price”. The base price retrieval will be done using price lists in the following order until a price is retrieved:
- Using the price list that has been passed to the program as an input parameter. In sales order entry this will be the Sales price list that you find in the order header (and that Sales price list is retrieved from the Customer file and can also be overridden).
- Using the standard price list defined in the pricing policies in DIS control file.
It will use this base price as the starting point for calculating any prices or discounts as it needs a starting price in the event that it encounters only discounts in the Customer contracts and Sales pricing methods. It will also use this base price when checking against amount limits if no price has been encountered at that point.
Enquiries and printouts
- Sales price list enquiry
- Item file enquiry
- Limit codes enquiry
- Sales price list printout
- Item file printout
- Limit codes printout
Related topics
- Create a sales price list
- Add and price the items in the 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
- Setting up the sales pricing functionality
- Sales pricing retrieval flowchart