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moneyworks:per_customer_pricebook_v2 [2013/12/23 23:03] – [Technical information] Craig Drownmoneyworks:per_customer_pricebook_v2 [2016/07/07 10:55] (current) – [Viewing prices] Mandeswori Maharjan
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   - {{ :moneyworks:product_list.png?600 |}}   - {{ :moneyworks:product_list.png?600 |}}
   - Click the **Pricebook** button in the toolbar   - Click the **Pricebook** button in the toolbar
-  - You'll be asked to enter the customer code: +  - You'll be asked to select the customer or Group: 
-  - {{ :moneyworks:choose_customer.png |}}+  - {{ :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:   - 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 |}}   - {{ :moneyworks:price_edit.png?400 |}}
     - You only have to fill in a price. Other fields are optional     - 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). You can't leave it blank.+    - 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 ===== ===== Viewing prices =====
-  - To view prices, choose **Pricebook Report** from the reports menu:+  - 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 |}}   - {{ :moneyworks:pricebook_report.png |}}
- 
 ===== Using special prices ===== ===== 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.    * 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. 
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 ^ Field ^ Data stored ^ ^ Field ^ Data stored ^
 | Key | concatenated product code plus name code | | Key | concatenated product code plus name code |
-| Float1 | the special price of the item. (Set to -1 if the record is no longer needed) | +| 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|
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