Price list

Select the price list to which you want to link to the item. Once saved, this information cannot be modified.

Item

Enter the item that the discount is applied to. See [Items]. This information is mandatory. Once saved, this information cannot be modified.

General tab

Currency

This field displays the currency for the price list and is disabled. By default, the currency entered in the 'Currency' field on the 'General' tab in [Sales: Master data, Maintenance, Price lists, Price list codes] of the selected price list will be filled in.

Purchase/Sales

This field displays whether the price list is used for sales, purchases, or both. By default, the option selected in the 'Purchase/Sales' field on the 'General' tab in [Sales: Master data, Maintenance, Price lists, Price list codes] of the selected price list will be filled in.

Line discount type

Select the type of discount that you want to link to this item. You can select how you want to enter the quantity discount for an item by selecting one of the following options:

• {Discounts are stated as discount amounts} - Select this to enter the amount of the discount. The new price of the item will be the sales price minus the discount amount entered.
• {Discounts are stated as new prices} - Select this to enter price of the item. The amount filled in will become the new price of the item.
• {Discounts are stated as percentages} - Select this to enter the amount of the discount in percentage. The new price of the item will be the sales price minus the discount percentage entered.

You can click the 'Add' button to state the discounts or click the 'Delete' button to remove the discounts in the boxes below. This new price will overrule the price on the invoice.

Matrix for data entry

Discount quantity

Enter the quantity of the items that must be met to be eligible for the discount. For example, if you fill in 5 and the discount is 10%, the customer will only get the 10% discount if the customer orders 5 or more units of the item.

Discount percentage

Enter a discount percentage for the item.

Note: This column is enabled only if you have selected {Discounts are stated as percentages} in the 'Line discount type' field.

Discount amount

Enter a discount amount for the item.

Note: This column is enabled only if you have selected {Discounts are stated as discount amounts} in the 'Line discount type' field.

New price

Enter a new price for the item.

Note: This column is enabled only if you have selected {Discounts are stated as new prices} in the 'Line discount type' field.

Documents tab

You can click the 'Add' button to link documents to the item or 'Delete' button to delete the documents that have been linked.

Matrix for data entry

Category code: External

Select an external category of the document to be linked to the item. You can create external categories in [System: Setup, Documents, External categories, Maintenance].

Description

Enter a description of the linked document, if required.

Path: Complete

Enter the full path or URL of the document. The path in the 'Fixed location' field on the 'General' tab in [System: Setup, Documents, External categories, Maintenance] if defined, will be filled in by default. Then you will only need to enter the remaining path.

Troubleshooting

• Can I change the default price list in the sales order, sales invoice or purchase order lines?

  The price list that is linked to the debtor will be shown as a suggestion in the order or invoice lines. You can accept or change it. If a wrong price list is shown in the order or invoice lines, you can choose another in 'Price list'. This setting enables you to change a price list for a certain invoice or order when no price list is linked to the debtor/creditor. Changing the price list is only possible when you enabled 'Change debtor data' on the 'General' tab in [File, Company settings, Sales settings].

See also:

[Sales: Master data, Reports, Price lists, Price lists per item]