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moneyworks:pricebook_v4_airtox [2021/02/08 09:41] – [What it does] Sanjeev Thapa Magarmoneyworks:pricebook_v4_airtox [2022/11/23 05:48] (current) – [Setup and Installation] Mandeswori Maharjan
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 ===== Setup and Installation ===== ===== Setup and Installation =====
-  * 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** +  * Double-click the script supplied by Sustainable Solutions. Once it is installed, PriceBookList icon will appear in the toolbar of the Items table. To open Items table **Show>Items** 
-{{ :moneyworks:productlist.png?600 |}}+{{ :moneyworks:item_list.png?600 |}}
   * If you have prices based on Customer group and Product group:   * If you have prices based on Customer group and Product group:
     * Record the customer group code in Name.Category4 field      * Record the customer group code in Name.Category4 field 
-    * Record the Product group code in the Product.Category1 field. +    * Record the Product group code in the Product.Custom4 field. 
  
  
 ===== Viewing and Setting prices ===== ===== Viewing and Setting prices =====
-  - Show the product list by choosing **Show > Products**+  - Show the product list by choosing **Show > Items**
   - 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.    - 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:pricebook_list.png?600 |}}
   - Click the **New** button in the toolbar   - Click the **New** button in the toolbar
-  - {{ :moneyworks:enter_prices.png?400 |}}+  - {{ :moneyworks:enter_prices_new.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 Products** for a 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** or **Special Discount %**. Other fields are optional, the quantity break and price break will work with Special price only.
   - 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  or print 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.
   - 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.   - 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.
 ===== Using special prices ===== ===== Using special prices =====
-  * 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.  +  * There is nothing special you have to do. Enter items in the sales order window and click Pricebook button in the window, then depending upon your combination of customer and product that has special pricing or discount, that pricing or discount will be used. See the example: customer "SANP" has a price of $15 for the product MAYA150. The price is inserted once pricebook button is clicked.  
-  * {{ :moneyworks:pricebook_sales_inv.png |}}+  * {{ :moneyworks:pricebook_sales_inv_airtox.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.
  
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