A Pricing Schedule is a grouping of sold Items indicating special Prices for specified Quantity Breaks. Pricing Schedules may be assigned to individual Customers or to groups of Customers by Customer Type. To access the master list of Pricing Schedules, select the "Pricing Schedules" option. The following screen will appear:
At the top of the screen is a "Search for" field. To search for a Pricing Schedule, begin typing in the search field. As you type, the list will automatically scroll toward the Pricing Schedule you are typing. You can also search for Pricing Schedules manually by scrolling through the list. The following filters can also be applied to your search:
- Show Expired Pricing Schedules
-
Select to display expired Pricing Schedules.
Note
The effectivity and expiration dates for Pricing Schedules correspond to the created date for Sales Orders. Changes to Line Item quantities or scheduled dates for already-created Sales Orders can also cause Pricing Schedule effectivity to be recalculated as of the date the changes occur.
- Show Future Pricing Schedules
Select to display future Pricing Schedules.
- Item Pricing Schedules
Display lists Item Pricing Schedules.
To the far right of the screen, the following buttons are available:
- CLOSE
Closes the screen, returning you to the application desktop.
- NEW
Opens screen for creating a new Pricing Schedule.
- EDIT
Enables you to edit highlighted Pricing Schedule. The edit screen is the same as that for creating a new Pricing Schedule—except that when editing, the fields will contain Pricing Schedule information. Double-clicking on a Pricing Schedule will also bring you to the editing screen.
- VIEW
Highlight a Pricing Schedule and then select this button to reach a read-only view of the "Edit" screen.
- COPY
Highlight a Pricing Schedule and then select this button to create a new Pricing Schedule which duplicates the source Pricing Schedule.
- DELETE
Highlight a Pricing Schedule and then select this button to remove the Pricing Schedule from the list.
A single Pricing Schedule may contain multiple Items or Product Categories—and multiple Quantity Breaks. To create a new Pricing Schedule, select the NEW button. The following screen will appear:
Tip
When Sales Orders are entered, the system will search for Quantity Break matches between the Sales Order Item and the relevant Pricing Schedule. If duplicate Quantity Breaks are found, the lowest Price for the given quantity will be used.
When creating a new Pricing Schedule, you are presented with the following options:
- Name
Enter the name of the Pricing Schedule.
- Description
Enter a description to identify the Pricing Schedule.
- Effective
-
Enter the date when the Pricing Schedule becomes effective.
Note
The effectivity and expiration dates for Pricing Schedules correspond to the created date for Sales Orders. Changes to Line Item quantities or scheduled dates for already-created Sales Orders can also cause Pricing Schedule effectivity to be recalculated as of the date the changes occur.
- Expires
Enter the date when the Pricing Schedule expires.
- Schedule
Display lists all sold Items or Product Categories assigned to this Pricing Schedule.
To the far right of the screen, the following buttons are available:
- CANCEL
Closes the screen, returning you to the previous screen.
- SAVE
Creates the Pricing Schedule, adding it to the master list of Pricing Schedules.
- NEW
Opens screen for creating a new Pricing Schedule Item.
- EDIT
Enables you to edit highlighted Pricing Schedule Item. The edit screen is the same as that for creating a new Pricing Schedule Item—except that when editing, the fields will contain Pricing Schedule Item information. Double-clicking on a Pricing Schedule Item will also bring you to the editing screen.
- DELETE
Highlight a Pricing Schedule Item and then select this button to remove the Pricing Schedule Item from the list.
To create a new Pricing Schedule Item, select the NEW button. The following screen will appear:
When creating a new Pricing Schedule Item, you are presented with the following options:
- Type
-
Specify which type of Pricing Schedule Item you want to create:
- Item
Select if the Pricing Schedule is for an individual Item.
- Product Category
-
Select if the Pricing Schedule is for a Product Category.
Tip
The screen options will differ depending on whether the Pricing Schedule is for an Item or a Product Category.
- Freight
Select if the Pricing Schedule is for Freight.
- Item Number
Enter the Item Number of the Item you want to add to the Pricing Schedule. The browse button located to the right of the field leads to a searchable sold Items list. Multiple sold Items may be assigned to a single Pricing Schedule.
- UOM
Inventory Unit of Measure.
To define the base Pricing Schedule details for non-configured Items, select the "Base" tab. The "Characteristics" tab is only available for configured Items (i.e., Job and Reference Items).
- Qty. Break
Enter the lowest quantity of the specified Item that must be purchased to receive the specified Price. The Quantity Break is measured in the Inventory Unit of Measure. Multiple Quantity Breaks may be assigned to a single Item.
- Price
Enter the Price the specified Item may be purchased for if the specified Quantity Break is met. The Price is measured in the Price Unit of Measure.
- Qty. UOM
-
Specify the Unit of Measure you want to use for the Quantity Break. By default, the Inventory UOM will appear here. However, if you have Selling UOMs defined for the specified Item, you may also select one of these. Selling UOMs are defined on the Item master.
Tip
When using a Selling UOM for the Quantity Break, you may not select an alternate Price UOM. The reason for this is that selling UOMs use the same UOM for both quantity and pricing.
- Price UOM
Specify the Price Unit of Measure to be used with the specified Quantity Break UOM. If you select a Selling UOM for the Qty. UOM, you will not be able to select a Price UOM. For Selling UOMs, the Selling UOM and the Price UOM are the same.
- List Price
Displays the List Price for the specified Item.
- Price/Inv. Ratio
Displays the ratio between the Price and Inventory Units of Measure for the specified Item.
- Cost (Pricing UOM)
Displays Standard Cost and Actual Cost for the specified Item.
- Margin
The margin is determined by the following formula: Price - Cost / Price.
If the specified Item is a configured Item (i.e., Job and Reference Items), then the "Characteristics" tab will be available. Characteristics for configured Items can carry their own List Prices. These Characteristic Prices may be added to the Base Price when configured Items are sold. To define Characteristic pricing for configured Items, select the "Characteristics" tab. The following screen will appear:
When defining Characteristic pricing for configured Items, you are presented with the following options:
- Characteristic
List displays all the Characteristic Prices which have been associated with the Pricing Schedule Item.
To the far right of the screen, the following buttons are available:
- NEW
Opens screen for creating a new Characteristic pricing Item.
- EDIT
Enables you to edit highlighted Characteristic pricing Item. The edit screen is the same as that for creating a new Characteristic pricing Item—except that when editing, the fields will contain Characteristic pricing Item information. Double-clicking on a Characteristic pricing Item will also bring you to the editing screen.
- DELETE
Highlight a Characteristic pricing Item and then select this button to remove the Characteristic pricing Item from the list.
To add a new Characteristic pricing Item, select the NEW button. The following screen will appear:
When adding a new Characteristic pricing Item, you are presented with the following options:
- Characteristic
Select a Characteristic from the list of Item Characteristics defined for the specified Item.
- Value
Select a Value from the list of Values defined for the specified Item Characteristic.
- Price
Enter a new Price for the Characteristic and Value combination. This alternate Price will be used in place of the standard Characteristic List Price when the Pricing Schedule is used.
- List Price
Displays the default List Price for the Item Characteristic. The List Price for Characteristics is added to the Base Price of Sales Order Items when the Characteristic is specified at Sales Order entry time. Pricing Schedules are designed to override standard List Prices.
To the far right of the screen, the following buttons are available:
- CANCEL
Closes the screen without creating the Pricing Schedule Item, returning you to the previous screen.
- SAVE
Creates the Pricing Schedule Item and adds it to the Pricing Schedule.
If you are creating a new Pricing Schedule for a Product Category, the following screen will appear:
When creating a new Pricing Schedule for a Product Category, you are presented with the following options:
- Product Category
Specify the Product Category you want to add to the Pricing Schedule. All Items in the Product Category will be subject to the specified Quantity Break and Discount. Multiple Product Categories may be assigned to a single Pricing Schedule.