Differences

This shows you the differences between two versions of the page.

--- moneyworks:per_customer_pricebook_v2 [2013/12/17 23:53] – created Craig Drown
+++ moneyworks:per_customer_pricebook_v2 [2016/07/07 10:55] (current) – [Viewing prices] Mandeswori Maharjan
@@ Line 14: / Line 14: @@
   - 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?200 |}}
+  - {{ :moneyworks:product_list.png?600 |}}
   - Click the **Pricebook** button in the toolbar
-  - If the values are blank, you're adding a new product/customer combination. If values are already filled in, you're editing:
+  - You'll be asked to select the customer or Group:
-  - {{ :moneyworks:price_edit.png?200 |}}
+  - {{ :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 for selected Items, 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 =====
+  * There is nothing special you have to do. When entering a sales order or invoice, when you select a combination of custom and product that has special pricing, that pricing will be used. See the previous report example: customer "BSUPP" has a price of $20 for the product BA100. The price is inserted automatically.
+  * {{ :moneyworks:pricebook_sales_inv.png |}}
+  * If the quantity was increased to above a price break level, the price is updated to the relevant price you've specified.
+===== 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|