Create new price list
This action requires the "create price list" permissions.
To create a new price list, navigate to the "create" form from the table by clicking the "+" or by going here.
Basic information
To create a new price list, at least some basic information has to be entered (name, currency, decimal precision, source and description).
A price list's name must be entered. It is recommended that it is a unique one, to avoid any confusion.
The
master"Master price listlist" -switch determinedetermines, if the price list is parent (isa main or a "master" price list -from eg.which REPEU)other price lists will be derived. If the new price list is not a "master" price list, then its parent needs to be selected in the "Parent price list" drop-down.
parent
Every price list -is izrequired katereto pricehave liste je izpeljana , če ni master price list (v novem modulu more biti izbran REPEU )
currency code - thea currency ofselected. theBy pricedefault, list
pricecurrency rountis selected. The "Price round precisison" -defines to how many decimals all prices on the price list are rounded up to. By default, prices are rounded to 1 decimal.
With the price formatting set, the price list source - should be "internal"selected. (The source, in this case, means where the price list washas been received from, either "internal" - from )within the company or "external" - from an external source ( eg. a consultant).
is
The "Is end useruser" -switch is used to determine, if orderorders, iscreated created,with itthis wontprice list will be calculated into employee salary rewardsrewards.
status -The initial status of a price list is not among the necessary information. If not selected, a new price list will have the "Released" status set as default. The status can also be set as "Obsolete", in cases when old price lists are being entered into the system.
A description of a price list is necessary to provide additional information about what the price list's purpose is, as names are not always descriptive enough.
Once all the information has been entered, the price list (defaultcan released)be saved.
decription
- a short description of price list function....
Managers
-
Price list versions
After the new price list is created, you should open the "price list versions" tab and create the initial version of the new price list.
here, click "new version". this opens a model, where new version is defined.
Name - price list version name (eg. END_XXX_2023)
valid from - the start date of price list validity (is active from this date forwards)
decription - a short description of price list version function....
currency rate - currency exchange rate (exchange to parent price list currency, eg. REPEU => EUR)
parent price list version - the last version of the price list (eg. REPEU 2023)
Before viewing the newly created price list version you have to add yourself and anyone else who can edit these price list version as the price list version manager on the "managers" tab and in price list manager (/price-list-versions) page .
Once the managers have been assigned, open the pc version under "price list versions" tab.
Once open, the "Generate tags" button must be pressed to generate appropriate tags for this price list version.
