Exact Globe+

Configuring price lists or price agreements for sales orders and sales invoices by adding item groups to the price list or price agreement

This screen is displayed when Add is clicked in the price management configuration screen (go to Order ➔ Price management ➔ Per item group ➔ Configuration or Invoice ➔ Price management ➔ Per item group ➔ Configuration). This screen allows you to add item groups to the price lists or price agreements.

Fields

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

Pricelist

Type or select a price list or price agreement in which the selected item group(s) is to be added.

Active from

Type or select the start date of the validity period for the item(s) in the selected item group(s). By default, the current date is displayed.

Active to

Type or select the end date of the validity period for the item(s) in the selected item group(s). By default, "31/12/2299" is displayed.

Discount type

Select the type of discount to be added to the item(s) in the selected item group(s). You can select one of the following:

• Amount — Select this to define a discount in amount for the item(s) in the selected item group(s).
• Percentage — Select this to define a discount in percentage for the item(s) in the selected item group(s). By default, this is selected.
• Markup — Select this to define a markup percentage for the item(s) in the selected item group(s).

Quantity

Type the quantity of the item(s) in the selected item group(s) to be added.

Discount

Type the discount in amount for the item(s) in the selected item group(s) to be added.

Note: This field is available only if Amount is selected at Discount type.

Discount

Type the percentage of discount for the item(s) in the selected item group(s) to be added.

Note: This field is available only if Percentage is selected at Discount type.

Markup percentage

Type the markup percentage of the item(s) in the selected item group(s) to be added.

Note: This field is available only if Markup is selected at Discount type.

Buttons

OK

Click this to add the item(s) in the selected item group(s) to the price list or price agreement.

Close

Click this to exit.

Related document

• Configuring price lists and price agreements per item group for sales orders and sales invoices