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. Enable Pricebook and Add New Pricebook
Before using Price Book you must activate setup Load Price Book.
- Setup Menu > More Menu > Application Configuration > POS
Go to Promotion Menu and click Tab Pricebook.
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.
III. Use Pricebook in Sell Menu
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.
**Pricebook per Outlet
Other than the usage of pricebook described above, there is another usage of pricebook. You can make a special price per outlet according to how much price you want. How to use these feature? You can assign a pricebook to a certain outlet that you have. So everytime the customer come to shop and buy the product that has pricebook price, he will always get the pricebook's price according to the outlet, not the regular price at all outlet.
Go to 'Promotion' menu and choose pricebook tab, click add and then enter the outlet You want to give pricebook price for the product, last click save.
When You go to Sell Menu and choose the outlet and sell the product, the price will automatically adjust to the pricebook price for that outlet