Pricing

Please access the website version to use this feature

To access Pricing , your login account must be assigned to one of the following roles:

  • Super Administrator
  • Administrator
  • Boss
  • Sales Admin
  • Sales Manager
  • Sales Person

1. Create a price list

Step 1 : To create a sales price chart you need to go to My tasks >  Sales > Pricings > Price list

On the company’s pricelist page, click the Create button to create a new Price list.

Step 2 : Fill out all information and click Create button to create the price list or click Save Draft to save the Price list as a draft.

  • General information: Price list No., Valid time, Price list name, Status, Note
  • Subjects of application: The type of application is chosen according to the company’s client, if the company has a distribution system and wishes to send the price list to the distributor then choose to add the distributor to send.

  • Price list details: Click on Products to see details
    • You can add products by clicking +Add product 
    • One product can have multiple prices equivalent to a certain quantity by clicking + Add new price range
    • Click  to delete the product or sale price

2. Edit, Create a copy

Edit price

At the company’s price list page, Click the … sign on the quotation sheet and select Edit to edit the price list

Create a copy

For the Base Price List you can do the following:

  • Edit: Update, edit the price list
  • Create a copy: The price will be adjusted according to the ratio of the selected factor
    • Example: Factor = 1: The price of the new price list is equal to the price of the old one

Factor = 0.9: The price of the new price list is 10% lower than the old one

Factor = 1.1: The price of the new price list is 10% higher than the old one

Note: The applicable time update is used for all price lists except the base price list.

 

For all other price lists
  • Edit: Update and correct the information of the quotation sheet
  • Deactivate: The price list that is in the active state will no longer be applied
  • Activate: Reuse this price list for inactive price lists
  • Update valid time: change the applicable time of the price list
  • Create a copy: The price will be adjusted proportionally of the selected multiplier

3. Export and delete pricelists in bulk
To export and delete price lists in bulk, click the button in each order that needs to be Exported or Deleted. In case you want to select all the price lists, click the button in the Price list code section.
  • Click the Delete button to delete the selected price list
  • Click the Excel button (selected records) to publish the selected price
  • Click the Excel (All) button to export all price lists

3. Recommended Price from Vendor

To be able to view the Supplier Recommendation, go to Sales > Pricings > Supplier Recommendation

Note: The Supplier Recommendation is for reference only and cannot edit