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--- moneyworks:hksdk_per_customer_pricebook [2016/01/13 11:00] – created Mandeswori Maharjan
+++ moneyworks:hksdk_per_customer_pricebook [2016/07/07 10:58] (current) – [Viewing prices] Mandeswori Maharjan
@@ Line 1: / Line 1: @@
-HKSDK
+======HKSDK Per Customer Pricebook======
+Requires: Moneyworks v7
+===== What it does =====
+This Moneyworks script allows you to record and use a set of prices for each product for each of your customers. Prices can include price breaks for different quantities.
+===== Installation =====
+Double-click the script supplied by Sustainable Solutions. That's it.
+For viewing prices, you need to install the pricebook report we will supply you into the **reports** folder inside your **Moneyworks Custom Plug-ins** folder
+===== Setting prices for a product =====
+  - Show the product list by choosing **Show > Products**
+  - Locate then highlight the product you wish to set a special price for
+  - {{ :moneyworks:product_list.png?600 |}}
+  - Click the **Pricebook** button in the toolbar
+  - You'll be asked to select the customer or Group:
+  - {{ :moneyworks:choose_customer.png?400 |}}
+  - Select customer for customer code and Group for customer group code. Customers are grouped by Customer Category 4.
+  - You'll be alerted if you enter an invalid code, else if you enter a valid customer code and the values in the window are blank, you're adding a new product/customer combination. If values are already filled in, you're editing:
+  - {{ :moneyworks:price_edit.png?400 |}}
+    - You only have to fill in a price. Other fields are optional
+    - If there is no expiry date for the special prices, enter a date well into the future (e.g. 1/1/50) else it will take defaut future date. You can't leave it blank.
+  - You will get an alert if the record is already in the price book. You can choose to delete or edit the record.
+  - {{ :moneyworks:delete_price.png?400 |}}
+===== Viewing prices =====
+  - To view prices, select items in Items list and choose **Pricebook Product table** from the reports menu:
+  - To view prices for selected customer, select Customers in Name list and choose **Pricebook for highlighted Customers** from the reports menu:
+  - {{ :moneyworks:pricebook_report.png |}}
+===== Using special prices =====
+  * Click "Pricebook" icon at the top of sales order and if there is a combination of customer and product that has special pricing, that pricing will be used.
+  * {{ :moneyworks:HKSDK_pricebook_sales_inv.png?600 |}}
+  * If the quantity or item code is changed after pricebook is applied, you will have to update the prices by clicking pricebook button again.
+  * If you missed to apply pricebook for a combination of customer and product that has special pricing, you will get following alert. You can either go back and apply pricebook or continue as it is.
+  * {{ :moneyworks:pricebook_alert.png?400 |}}
+===== Important Caveats =====
+If you change the product or name code of an item, the special pricing information will be lost. You will have to re-enter the information for any customer/item combinations that are affected.
+===== Technical information =====
+This script uses Moneyworks' user2 table to store information
+^ Field ^ Data stored ^
+| Key | concatenated product code plus name code |
+| Text | the special price(s) of the item along with the price breaks in format special_price;pricebreak1-specialprice1;pricebreak2-specialprice2;etc  \\ (Set to "-1" if the record is no longer needed) |
+|Date1 | The expiry date of the price. Set to 1/1/2040 if you don't want the item to expire |
+|Float1 | The percentage discount for the item when supplied to this customer. Set to zero if special prices, not discounts are to be used|