Exact Globe

 

Creating and maintaining price lists or price agreements per item group for sales orders and sales invoices

Menu path

Go to Order ➔ Price management ➔ Per item group ➔ Maintain or Invoice ➔ Price management ➔ Per item group ➔ Maintain and click Open or New in the overview of price management per item group screen.

Introduction

This screen allows you to create new price lists or price agreements, or view and/or edit existing price lists or price agreements.

Fields

Price lists section

Pricelist

Type or select a price list or price agreement to be created. This is mandatory.

Note: This box can be edited only if you are creating a new price list or price agreement based on item group.

Item group

Type or select an item group to create a price list or price agreement with the item group. This is mandatory.

Note: This box can be edited only if you are creating a new price list or price agreement based on item group.

Debtor

Type or select a debtor to create a price agreement for the selected item group. If a debtor is not selected, a price list will be created for the selected item group.

Note: This box can be edited only if you are creating a new price list or price agreement based on item group.

Valid

Type or select a date or date range for the validity period of the price list or price agreement. By default, the dates displayed are based on the validity period of the selected price list or price agreement.

Price list info section

Discount type

You can select the type of discount for the items in the selected item group. Four options are available:

Quantity

Type the quantity of the item the debtor has to order to be eligible for the discount. For example, if the quantity is 5 and the discount is 10%, the debtor will have to order 5 or more units of the item to be entitled to the 10% discount.

Note: This box is available only if New price, Amount, or Percentage is selected at Discount type.

 Insert

Click this to insert a new line to the price list or price agreement.

Note: This is enabled only if two or more lines are created.

 Delete

Click this to delete a line in the price list or price agreement.

Note: This is enabled only if two or more lines are created.

Buttons

Preview

Click this to view the items in the selected item group.

Save

Click this to save the price list or price agreement.

New

Click this to create a new price list or price agreement.

Close

Click this to exit.

Related documents

• Overview of price lists or price agreements per item group for sales orders and sales invoices

     

Main Category:	Attachments & notes	Document Type:	Online help main
Category:		Security  level:	All - 0
Sub category:		Document ID:	30.049.119
Assortment:	Exact Globe	Date:	01-04-2021
Release:	390	Attachment:
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