Exact Globe+

Creating and maintaining purchase price lists

Introduction

In addition to purchase prices, you can choose to create price agreements per supplier at Purchase/Price Management/Purchase Prices. This screen provides you with an overview of all the purchase prices and price agreements per supplier.

Before creating a price agreement, select the creditor (at Creditor number) for whom you are creating or modifying the price agreement. A list of purchase prices and price agreements for the selected creditor is displayed. To create a new price agreement on an item for the selected creditor, select an item code and click New. If you select an item that already has a price agreement, you can modify the selected price agreement.

Description

Supplier

This is the supplier for whom you are creating or modifying the price agreement.

Item

This is the item for which you are creating or modifying the price agreement.

Purchase price

The purchase price of the item is displayed automatically. To change this price, type a new purchase price.

Unit

Type or select the unit for the item and then type the amount that is valid for the price agreement. For example, if you select case in Unit and then type 24, this means that one case contains 24 units.

Note: The unit can be defined at System/Logistics/Units. Amounts, discounts and new prices specified here apply to the selected unit. The price agreement will be used per item and per unit. This means that when an item is selected while entering a purchase order, the price agreement is dependent on the selected unit.

Valid

Type or select a start date and end date during which the price agreement is valid. Click the Advanced button for entering price agreement with discounts by percentage or new prices. The following advanced options are available:

Discount type

Select the type of discount for the price agreement. Three options are available:

New price—Select New price if you want to define a new price agreement for the item. The New price column then enabled where you can type the new price.
Amount — Select Amount if you want to define the discount amount for the new price agreement. The Discount amount column is then enabled where you can type the amount of discount.
Percentage —Select Percentage if you want to define the discount percentage for the new price agreement. The Discount % column is then enabled where you can type the percentage of discount.

Note: This is available only if you click the Advanced button.

Quantity

Type the quantity for which the new price agreement is valid. For example, if you type '10' in Quantity, this means the new price agreement is valid only if you purchase 10 or more units of the item. The price agreement can be specified up to a maximum of ten separate discount lines.

Discount %

Type the discount percentage for the new price agreement. The discount percentage is applicable if you purchase the quantity specified or more.

Note: The discount amount, new price, cost price, and markup (%) are automatically calculated and displayed in the respective columns when you type the discount percentage.

Discount amount

Type the discount amount for the new price agreement. The discount amount is applicable if you purchase the quantity specified or more.

Note: The discount percentage, new price, cost price, and markup (%) are automatically calculated and displayed in the respective columns when you type the discount amount.

New price

Type the new price for the new price agreement. The new price is applicable if you purchase the quantity specified or more.

Note: The discount percentage, discount amount, cost price, and markup (%) are automatically calculated and displayed in the respective columns when you type the new price.

Add and Remove icons

Click these buttons to add or remove the discount lines. If you want to delete all the discount lines at once, set the quantity for the first line to zero. All the lines are deleted when you press TAB.

Note: Add is enabled only when you click the first quantity box after filling out the second quantity box.

Buttons

Advanced / Simple

This toggles between Advanced and Simple. Click Advanced for advanced options. Click Simple for simple options.

Save

Click Save to save the price agreement.

Close

Click Close to exit.