Go to Purchase ➔ Price management ➔ Configuration and click Add in the price management configuration screen.
This screen allows you to add items to the price agreement whereby all the items can be added at once.
A list of options will be displayed if you click at Unit. From the list, make your selection and click Select.
Select + or - to increase or reduce the price of the selected item(s).
Type the percentage or amount of the price to be increased or reduced for the selected item(s).
Select Percent to change the purchase price of the selected item(s) based on percentage, or Amount to change the purchase price of the selected item(s) based on amount.
Select the unit of the selected item(s) to be added to the price agreement. Select Default if you do not want to change the unit of the selected item(s) (the unit of the item will be based on the Sls. unit defined at the item maintenance at Purchase ➔ Items ➔ Maintain; select the relevant item, and then click Open, in the Basics tab), or Other to change the unit of the selected item(s).
Type or select the unit of the selected item(s) to be added.
Note: This box is enabled only if Other is selected at Units. This is mandatory.
Type the quantity that is available in a unit for the selected item(s). For example, if there are twelve apples in a box, the Unit will be “Box” and the Factor will be “12”.
Note: This box is enabled only if Other is selected at Units.
Type or select the start date of the validity period for the selected item(s). By default, the current date is displayed.
Type or select the end date of the validity period for the selected item(s). By default, "31/12/2299" is displayed.
Select the discount of the selected item(s) to be added to the price agreement. Select New to create a discount for the selected item(s), or Copy to copy the discount of the selected item(s).
Note: If Copy is selected, the system will check the selected price agreement for the existing price list line (with the latest date range) which has the same item code as the item defined at Purchase ➔ Price management ➔ Configuration. If there is a price list line in the selected price agreement for the item, the discount type, discount quantity, and discount amount/discount percentage/new price/markup percentage will be copied to the new price list line (the price list line of the item will contain the details defined in the Price lists/Price agreements screen). However, if there is no price list line in the selected price agreement for the item, the discount type will be based on the new price, and discount quantity of the item will be “1”.
Select the type of discount to be added to the selected item(s). You can select one of the following:
Note: This box is available only if New is selected at Discounts.
Type the quantity to be added to the selected item(s).
Note: This box is enabled only if New is selected at Discounts.
Type the new price of the selected item(s) to be added.
Note: This box is available only if New price is selected at Discount type. Also, it is enabled only if New is selected at Discounts.
Type the discount in amount for the selected item(s) to be added.
Note: This box is available only if Amount is selected at Discount type. Also, it is enabled only if New is selected at Discounts.
Type the percentage of discount for the selected item(s) to be added.
Note: This box is available only if Percentage is selected at Discount type. Also, it is enabled only if New is selected at Discounts.
Click this to view the price agreements that will be updated. In the Price lists/Price agreements screen, click Continue to update the price agreements, Export to export the document to Microsoft Excel, or Close to exit. If there are no price agreements to be updated, a message “No data found” will be displayed.
Click this to add the selected item(s) to the price list or price agreement.
Click this to exit.