HansaWorld FirstOffice Start   >> Settings   >> Price Lists and Prices  

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This text refers to program version 4.3  

Structure of Price Lists

FirstOffice allows you to assign different Prices to individual Items so that each Price is associated with a particular Price List. For example, many retail outlets have different prices for their retail and trade Customers, or different retail and educational prices. You might then have separate retail, trade and educational Price Lists, each of which is available to the appropriate kind of Customer. When you enter a Customer in an Invoice, the appropriate Price List will be used and so the correct prices will be selected automatically.

In planning such a price structure, follow these steps:

1. Enter the Items with their normal selling prices, using the Item register.
   

2. Define each Price List (in our example, retail, trade and educational) using the Price Lists setting.
   

3. The Items that are to appear on the Price Lists should now be attached as necessary. For each Item on each Price List, enter a record to the Prices setting with an appropriate price. In our example, for each Item three Price records should be entered, containing the retail, trade and education prices. If a Price List is specified for a Customer that you then use in an Invoice, FirstOffice searches in the Prices setting for the appropriate, and unique, record representing the particular Item for that Price List.
   

4. You can now assign a Price List to each Customer. When you enter an Invoice for a particular Customer, the specified Price List will be used automatically. If you sell an Item that is not on the appropriate Price List, the Price from the Item register will be used.

Click here for detailed descriptions of steps 2 and 3.

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