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moneyworks:pricebook_v3 [2017/07/27 05:05] – Mandeswori Maharjanmoneyworks:pricebook_v3 [2019/11/26 20:27] (current) – [Setup and Installation] Craig Drown
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 This Moneyworks script allows you to record and use a set of prices for each product or a group of products for each of your customers or a group of customers. Prices can include price breaks for different quantities. This Moneyworks script allows you to record and use a set of prices for each product or a group of products for each of your customers or a group of customers. Prices can include price breaks for different quantities.
  
-===== Installation ===== +===== Setup and Installation ===== 
-Double-click the script supplied by Sustainable Solutions. Once it is installed, PriceBookList icon will be available in toolbar of the Product table. To open Product table **Show>Product**+  * Double-click the script supplied by Sustainable Solutions. Once it is installed, PriceBookList icon will be appear in toolbar of the Product table. To open Product table **Show>Product**
 {{ :moneyworks:productlist.png?600 |}} {{ :moneyworks:productlist.png?600 |}}
 +  * If you have prices based on Customer group and Product group:
 +    * Record the customer group code in Name.Category4 field 
 +    * Record the Product group code in the Product.Category1 field. 
  
  
-===== Setting prices =====+===== Viewing and Setting prices =====
   - Show the product list by choosing **Show > Products**   - Show the product list by choosing **Show > Products**
-  - Click the **PriceBookList** button in the toolbar. You can see all the prices set for each customer or a group of customers for a product or a group of product in the list. +  - Click the **PriceBookList** button in the toolbar. You can see all the prices set for each customer/group of customers for a product/group of products in the list. 
   - {{ :moneyworks:pricebooklist.png?600 |}}   - {{ :moneyworks:pricebooklist.png?600 |}}
-  - Click **New** button in the toolbar +  - Click the **New** button in the toolbar 
-  - {{:moneyworks:enter_prices.png?600|}}+  - {{ :moneyworks:enter_prices.png?400 |}}
   - Select **Customer** for customer code and **Group of Customer** for customer group code.   - Select **Customer** for customer code and **Group of Customer** for customer group code.
-  - Select **Product** for product code and **Group of Product** for product group code.+  - Select **Product** for product code and **Group of Products** for a product group code.
   - You'll be alerted if you enter an invalid customer/product code.   - You'll be alerted if you enter an invalid customer/product code.
   - You only have to fill in a **Special price**. Other fields are optional   - You only have to fill in a **Special 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.   - 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. +  - You will get an alert if the record is already in the price book. You can choose to delete or edit  or print the record. 
-  - {{ :moneyworks:delete_price.png?400 |}} +  - Avoid using “Duplicate” option. This creates duplicated record but if you don’t change the record(name and item), it will create same record in pricebook data. In that case, script will not update price from pricebook because of conflict.
- +
-===== 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 ===== ===== 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 Quotes or invoices, when you select a combination of customer 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 |}}   * {{ :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.   * If the quantity was increased to above a price break level, the price is updated to the relevant price you've specified.
 +
 +===== Importing prices in bulk =====
 +  * If you have a lot of prices to be uploaded into Moneyworks at once, you can import them from text file in following format.
 +  * To import **Command>Import PriceBook**
 +  * Select prices text file and click on **Open** 
 +  * Test file format
 +      * 4 columns separated by tabs (press the tab key, not the space bar)
 +         * customer/customer Group code
 +         * item/Item Group code
 +         * special price(s) for use when this product is supplied to this customer
 +         * Expiry Date. It can be blank, if there is no expiry data. Moneyworks will assign future date
 +      * Format of price breaks
 +         * a colon between qty-price pairs
 +         * a hyphen between qty and price
 +         * So in the example below the customer SMITH will pay for item BA100
 +         * $10 if the quantity is less than 5
 +         * $9.50 if the quantity is greater than or equal to 5
 +         * $9.20 if the quantity is greater than or equal to 10
 +         * etc.
 +
 +{{ :moneyworks:pricebook_notepad.png |}}
  
 ===== Important Caveats ===== ===== Important Caveats =====
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 ^ Field ^ Data stored ^ ^ Field ^ Data stored ^
-| Key | concatenated product code plus name code | +| Key | concatenated Name SequenceNumber/Name group Code plus product SequenceNumber/product group 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) |+| Text1 | Name Code/Name group Code | 
 +| Text2 | Product Code/Product group Code | 
 +| Text | The special price(s) of the item along with the price breaks in format special_price;pricebreak1-specialprice1;pricebreak2-specialprice2;etc |
 |Date1 | The expiry date of the price. Set to 1/1/2040 if you don't want the item to expire | |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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