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Price Agreement Plugin - Price Agreements tab Stock Items

Article Index

Page 3 of 7

Price Agreements tab Stock Items

You may manage price agreements from the Price agreements tab of the Stock items screen. Price agreements may be added, edited or deleted for debtors (customer / client) accounts and for creditor (supplier) accounts.

To set Price agreements for Stock items:

  1. Click on the Action → Stock items menu.
  2. Select a specific Stock item (product).
  3. Click on the Edit button. (Alternatively, you may double-click on the selected stock item).
  4. Click on the Price Agreement tab.  
  5. Select Sales (default) for debtor (customer / client) or creditor (supplier) account(s) or Purchases for creditor (supplier) account(s).
  6. Click on the Lookup button to select the debtor (customer / client) or creditor (supplier) account(s).
  7. To manage the Price agreements, you first need to decide what Price type you need to select. This will change the descriptions for Price 1, Price 2, Price 3, Price 4 and Price 5. This will then determine the values you need to enter for each of the price types. Select one of the following Price types and enter the values and until quantities as follows:
    1. Price:
      • Debtor - Enter the actual selling prices (usually lower than the default selling price of the debtor (customer / client)) and quantities.
      • Creditor – Enter the actual cost prices (usually lower than the cost price of the creditor (supplier)) and quantities.
    2. Percentage of avg. cost price - Enter the percentages of the average cost price.
    3. Latest cost - Enter the actual cost prices
    4. Disc % - Enter the percentage of the discount quantities.
    5. Historical - Enter the prices based on historical value and the quantities.
  8. External product code -  Enter the product code for the debtor (customer / client) or creditor (supplier), if available. 
  9. Groups - You may select a debtor (customer / client) group (if Sales is selected) or creditor (supplier) group (if Purchases is selected).
  10. Valid from ... To date - Enter or select the date(s) or period for which this price agreement is applicable.
  11. Click on the Post edit (tick) record button to save the changes.
  12. Click on the Save button of the stock item screen.