Pricebook version 3

Requires: Moneyworks v8

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.

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 If you have prices based on Customer group and Product group, record customer group code in Name Category 4 and Product group code in Product Category 1.

1. Show the product list by choosing Show > Products
2. 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 product in the list.
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4. Click New button in the toolbar
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6. Select Customer for customer code and Group of Customer for customer group code.
7. Select Product for product code and Group of Product for product group code.
8. You'll be alerted if you enter an invalid customer/product code.
9. You only have to fill in a Special price. Other fields are optional
10. 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.
11. You will get an alert if the record is already in the price book. You can choose to delete or edit the record.

• 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.
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• If the quantity was increased to above a price break level, the price is updated to the relevant price you've specified.

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.

This script uses Moneyworks' user2 table to store information