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Price Agreement Plugin - Setup of Price Agreements

Article Index

Page 2 of 7

Setup of Price agreements

Activate Price Agreement

Once you have activated the price agreement plugin, it will create Price agreement tab for each of your stock items, debtor (customer / client) accounts and creditor (supplier) accounts (if creditors (suppliers) is activated).

To Activate the Price Agreements Plugin:

  1. Click on Setup → Tools → Generic Plugins → Price agreement                             
     
  2. Select the On option, to activate this plugin. If you wish to activate (enable) it for creditors (suppliers), Select the On option in the Use on creditor field.
  3. Select the following options, if necessary:
    • Calculate discount - If selected (ticked) it will calculate discount for the stock items.
    • Price Agreement on On Groups - You may select (tick) this option to apply the price agreements to debtor groups.
    • Price - Select any of the 3 selling prices on the list.
    • Update price with default price agreement -
    • Export -
    • Import -
    • Copy from debtor to -
    • Copy from creditor to -
    • Product and Debtor groups -
  4. You may tick the option
  5. Click on the Save button. This will activate price agreement

Product and Debtor groups

To manage stock groups and debtor groups for price agreements, you may click on the Product and Debtor groups button of the Price agreement setup screen.

 

Setup Groups

You may create up to Reporting groups 2 for stock items (products), debtors (customers / clients) and creditors (suppliers). These debtors (customers / clients) and creditors (suppliers) groups may be selected when on the Price agreements tab of a selected stock item when selecting a debtor (customer / client) accounts and creditor (supplier) account.

Using these groups are optional, but it will provide the facility to analyse the price agreements, discounts, etc. per group.

To create groups for Stock / Debtors and / or Creditors:

  1. Click on the Setup  -> Groups menu. The Groups screen will be displayed.
  2. Click on the Debtor Group 1 button.
  3. Select the “REPORTING GROUP ROOT” and click on the New button.
  4. Enter the name of your Groups (e.g. Retail, Wholesale, etc.).
  5. Repeat the process until you have entered all the debtor groups, etc.
  6. Click on the debtor group 2 and / or creditor group 1 or creditor group 2, and create groups, as necessary.
  7. Repeat the process for stock groups 1 / 2, as necessary.
  8. Click on the OK button to save your changes.