Price lists are for the sales prices of products. Manu Online supports multiple price lists, so it is possible to have different price lists for different customers. One price list can be marked as the default. This will be used for customers that have no price list specified. Price lists are in a specific currency. Price lists can include a discount on the price. Price list rows can have a minimum quantity. So it is possible to set up multiple price breaks or discounts based on the customer's order quantity.
Prices for purchased items are referred to in Manu Online as "Supplier quotations".
Creating a new price list
Go to system settings - price lists. Enter a new price list name. Click the green tick to save it.
Click the entered line. Select the currency. Optionally select a standard text. This is used for adding your own text to the report of a price list so it can be sent to customers. Set one price list as default.
Set the price of an item individually
Go to Items and open the item card for an item that needs a sales price. On the Pricing tab enter as many records that are needed for different price lists. Set the price, discount and minimum quantity.
Set prices using excel transfer
The easiest way to long price lists is to use excel transfer. Before this set up all the currencies and price lists in system settings. Set at least one item manually as above which will help visualize the data in the excel. Go to Data transfer in the Getting Started menu. Select Price lists and download to email the excel to yourself. Save it locally. Edit it and use the Upload to save it back to your account.
Ensure to set correctly the columns for Price list, item code, List price, Discount and Minimum quantity. The other columns such as Item family are help filter the data if there are a lot of records.
Setting the price list for a customer.
Go to the partner card. On the sales tab, select the appropriate price list. If none is selected, the partner will use the default price list. Note that the currency of the customer and the currency of the selected price list should be the same.
Getting prices when entering sales orders and quotes.
When the customer is selected on an order or quote, it will automatically copy the default values of the partner card to the order header. This includes the price list. To change or remove it go to the header tab.
When entering a line, after the item is selected and the quantity entered, the price will be set automatically if there is one available.
Note: if the currency of the order is changed, this will invalidate the price list and any entered prices.
Note: the price of a line can be manually set after the line is entered. However if the line is modified again, such as by changing the quantity, then the price will be set again according to this quantity. If this behavior is not what it wanted, then remove the price list from the header.