Price Lists

The Price Lists page is used to create different price lists for specific customer segments.

Route: ERP > Sales-Distribution > Price Management > Price Lists

1-Accounts: This is the field for which Accounts categories the price list will be defined.

2-Contacts: This is the field for which Contacts categories the price list will be defined

3-Branch Offices: This field defines which branch office or branch offices the price list is valid for.

NOTE: The ability to select more than one branch office in the price list depends on the XML setting. On the add/update price list page, go to the XML setting and select "Defining Multiple Branch Offices in the List" as "Yes". If No is selected, the system will allow one branch office selection.

4-Authorized Position Types: The position types that can be traded with the relevant price list in Purchase or Sales transactions are authorized in this field.

5-Purchase-Sales: This is the field where the price list will be used for which transactions. Purchase transactions, on the other hand, include purchase invoice, receipt, purchase order, etc.

6-List Name: The name of the list to be created is defined in this field.

7-Do Not Include Price: When this box is checked, the price will not change as a result of the adjustment made in the price list.

NOTE: The active use of the "Do Not Include Price" box depends on the XML setting. From the XML settings on the add/update price page, the "Proceed for Products Between Selected Dates" setting must be selected as "Yes".

8- Regulation Rate: It is the field where the rate of increase or decrease over the price list taken as a reference is determined. To decrease, it is necessary to enter a minus (-10) value.

9- Reference Price List: This is the field on which price list will be discounted or increased.

10- Calculate by Product Category Margin: It acts according to the values in the minimum and maximum margin fields determined in the relevant category detail on the product category page.

Net Bid Price/(1-Margin) = Asking Price

11- Starting Date: The date from which the Price List will be valid is determined from this field.

12- Rounding: Indicates the number of decimal places that will appear in prices.

13- Including VAT: This allows the discount or increased amount to be calculated over the VAT included price.

Maturity Method 

• Number of Installments: This is the field where the amount of installments to be applied when buying or selling from the current accounts in the list is determined.
• Average maturity: Indicates how long the payments will be made on average.
• Delay Interest %: It is the rate of the amount added to the cash price until the actual payment date in case the service/product purchased or sold is not paid on the specified payment date.
• Prepayment %: It is the discount rate that will be applied if early payment is made for the product/service purchased or sold.
• Payment Method: This is the field where the method of payment for current accounts included in the relevant price list is determined.
• Update: It is ensured that the changes made in the price list are updated, excluding price adjustments.
• Create List: It is ensured that the changes made in the price list are updated, including the price adjustments.

NOTE: The active use of the create list button depends on the XML setting. On the price list page, go to the XML setting and the "Proceed for Products Between Selected Dates" setting should be selected as "Yes".