This session will tell you how to use Pricebook tool in our system. Before using this tool, you have to make the Pricebook first.
I. Adding New Pricebook
Before using Price Book you must activate setup Load Price Book.
- Setup Menu > More Menu > Application Configuration > POS
1. Go to 'Product' and click More Menu button, then choose 'Pricebook' option.
2. Click 'Add' in the Pricebook session, then just fill the Pricebook form for the Pricebook and click 'Submit'.
In the 'Advanced' section, there are 'Minimum Quantity' and 'Index'. The 'Minimum Quantity' is a limit to load the Pricebook if the quantity reach the limit in selling process. The 'Index' is used for ordering the pricebook, which Pricebook to be shown in sequence. You can also make the Pricebook's time of availability by filling the 'From' and 'To' section.
For the 'Products in Promotion' section, you can fill the products for the Pricebook (this is optional).
Now the Pricebook is ready to use.
II. Use the Pricebook feature in Sell Menu
1. Input the Pricebook Value into the System
At the bottom of the page there is 'Product Input' session like the image below.
You can pick which variants that you want to add the Pricebook and move to the 'Configuration' session then add the Pricebook value in column price and discount
Load Pricebook's Price in Selling Process
The process of using the Pricebook is the same as usual selling process. But if you want to load it in the selling process, just double click on the item, and there will appear a message box like the image below.
And in this section, Pricebook's minimum quantity will be applied. When the quantity reach or pass the limit, it will automatically change the price to the price of a Pricebook's price. Or you can choose manually the Pricebook, to load the Pricebook's price.
The shown Pricebooks' sequence depends on the index of the Pricebooks.
III. Importing Pricebook Value
Another way to use Pricebook value is by importing the value with CSV file.
**Another Usage of Pricebook
Other than the usage of pricebook described above, there is another usage of pricebook. You can make a special price for customer who is your member client. How to use these feature? You can assign a pricebook to a certain customer in your contact. So everytime the customer come to shop, he will always get the pricebook's price, not the regular price.
Go to 'Contacts' menu and choose pricebook for the customer at the bottom of the edit customer page
Otherway you can assign the new customer while you are adding new customer's contact