Exact Globe+

Creating and maintaining price lists per item group for purchase orders

This screen is displayed when Open or New is clicked at the overview of price management per item group screen (go to Purchase ➔ Price management ➔ Per item group/Maintain). This screen allows you to create price lists, or view and/or edit existing price lists.

Fields

A list of options are displayed if you click at Item group and Creditor. From the list, make your selection and click Select.

Price lists section

Item group

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

Note: This field can be edited only if you are creating a price list based on item group.

Creditor

Type or select a creditor to create a price list for the selected item group. This is mandatory.

Note: This field can be edited only if you are creating a price list based on item group.

Currency

This field displays the currency code of the item group. This cannot be edited.

Note: The currency code is displayed only if you are viewing and/or editing the price list.

Valid

Type or select a date or date range for the validity period of the price list.

Price list info section

Discount type

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

Percentage — Select this to fill in a discount percentage for the items in the selected item group.
Amount — Select this to fill in a discount amount for the items in the selected item group.

Quantity

Type the quantity of the item that must be purchased to be eligible for the discount. For example, if the quantity is 5 and the discount is 10%, you will have to purchase 5 or more units of the item to be entitled to the 10% discount.

Discount %

Type the discount percentage that will be given if you meet the quantity of the items specified under the Quantity column.

Note: This column is available only if you have selected Percentage at Discount type.

Discount amount

Type the amount of discount that will be given if you meet the quantity of the items specified under the Quantity column.

Note: This column is available only if you have selected Amount at Discount type.

Insert

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

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

Delete

Click this to delete a line in the price list.

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.

New

Click this to create a price list based on item group.

Close

Click this to exit.