| Field Name | Field Description |
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| GENERAL |
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| Price List Name (Mandatory) | Name of new price list to be created. Note:Duplicate names will not be allowed. |
| Remarks | Any observations/notes may be put down here. |
| APPLICATION |
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| Markup | The factor percentage (%) to be calculated on the following Price Type and added to price of applicable items for actual price determination. Applicable Price Types RSP - Retail Sale Price (default option) WSP - Wholesale Price MRP - Maximum Retail Price Standard Rate Effective Rate FIFO Rate | Info |
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| title | Important information |
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| - The factor percentage is a mandatory field with following conditions
- Negative value not allowed
- the factor (numeral) by which it will operate on the base value has to be ≦ 100
- Can be zero
- The Price type is also a mandatory field.
|
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| Markdown | The factor percentage (%) to be calculated on the following Price Type and subtracted from price of applicable items for actual price determination. Applicable Price Types RSP - Retail Sale Price (default option) WSP - Wholesale Price MRP - Maximum Retail Price Standard Rate Effective Rate FIFO Rate
| Info |
|---|
| title | Important information |
|---|
| - The factor percentage is a mandatory field with following conditions
- Negative value not allowed
- the factor (numeral) by which it will operate on the base value has to be ≦ 100
- Can be zero
- The Price type is also a mandatory field.
|
| Dependent Field Description
- Include Tax - This field has five (5) options to choose from
- Do not include - This is the default option; tax is not included in the prices calculated on the basis of this price list.
- Based on selected price type before Markdown - In this option the customers' selected price type is taken into consideration for tax calculation before the price is marked down.
- Based on selected price type after Markdown - In this option the customers' selected price type is taken into consideration for tax calculation after the price is marked down.
- Based on net price before Markdown - In this option the net price is taken into consideration for tax calculation before the price is marked down.
- Based on net price after Markdown - In this option the net price is taken into consideration for tax calculation after the price is marked down.
| Note |
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| Net Price is calculated by applying the taxes to be charged on the item. |
|
| Round Off | - The Round Off option is applied to make calculations easier and more practical.
There are four (4) options for this field - Do not Round (default option) Upper Lower Round - If applied - - the round off can be made to Upper i.e. to 3.67 will be upper rounded off to 4
- the round off can be made to Lower i.e. to 3.67 will be lower rounded off to 3
- the round off can be made to Round i.e. to 3.67 will not be rounded off to 3 but will be rounded off to 4 as it is nearer to the actual number. However by the same logic, 3.43 will be rounded to 3 and not 4.
2. Up to multiples of - This optional user input field signifies the multiple to which the value should be rounded; in other words, the rounded value should be divisible by the number given in this field i.e. suppose the value given in Up to multiples of field is 3, then 3.67 will be rounded off to 6 if the round off type is Upper and 3 if the round off type is Lower / Round. The two numbers (6 and 3) are divisible by 3.
| Info |
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| Round Off is not applicable on Markdown if tax is included in the price calculations. |
|
EXCEPTIONS - This block of data displays the assortments on which the default price list factor defined will not be applicable. The factor and the date range specified in the left hand side grid will be applicable on the right hand side assortment. | Info |
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| icon | false |
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| title | Important information |
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| Note : The Markup / Markdown percentage defined in the Application section will be applicable on any item to which this price list is tagged. However, for the items in the assortments defined in the exception list, the markup / markdown factor will be the one defined in the Exceptions section. |
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| Add Row | This button allows the addition of a new row at the end of the exception list. |
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| Show items | Each row in the Exceptions grid is an assortment, clicking on any assortment and then clicking on this button opens a window to show the items included in that assortment. |
| Scan Items | When individual items are to be scanned. |
| Copy Exception | Allows to copy exception details from another Price list. |
| Set Priority | Allows to set the priority for selection of price list exception to items within same date range but having different |
| Date From | The date from which the Price list is applicable. | Behavior of Date From and Date To * At least any one parameter needs to be selected for the assortment, in order to provide Date From / Date To or Factor% or Fixed Price.
* Date Range specification is mandatory i.e. if Date From is provided then Date To is mandatory and vice versa
* If Date From > Date To then, Price List creation is restricted. |
| Date To | The date till which the price list is applicable. |
Exception Basis | This is the criterion based on which the items are exempted from the price list. | Behavior of Exception Basis As per Master config. - This option allows the flow of standard rate, wholesale price, retail sale price and maximum retail price. Fixed Price - This option allows to set a fixed price for the item within the selected date range |
Factor/ Price (Percentage factor or Fixed Price) | The factor given here will be applicable on the assortments defined in the Exceptions grid. Note: The factor mentioned is always applicable as a percentage In case of particular items, a fixed price may also be mentioned which will be applicable on the item while the price list is applicable for items not in the exception grid. | Behavior of Factor * Saving is not allowed, if assortment criteria has been provided and factor is blank.
* Negative figure is not allowed
* Factor% cannot be  Image Modified100 |
| Assortment | As mentioned before, exception displays the assortments on which the prices will be calculated by a different factor from the price list. It also shows the date ranges through which the exceptional price will be applicable on the respective assortment E.g. suppose a agent is invoiced at a 10% markup for all items, but for electronic goods he may be invoiced at a 15% markup by defining exceptions for a particular date range. | Behavior of Division, Section, Department, Article Name - * List has been provided for each field.
* Manual input will be validated from the list of values.
* Division, Section, Department and Articles will display dependent values in the Lookup, i.e. If division is selected then look-ups for subsequent fields will display values for that Division only
* Selection of Section, Department or Article value will auto populate Division, Section and Department respectively
* Change in Division, Section or Department will clear the subsequent fields |
| FOOTER |
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| This record is extinct | This check box allows the flexibility of making the price list extinct if they have become obsolete for application. |
| Save | This button will save the Price List. |
| Close | This button will close the Add Price List window. |
