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Pricing Rules
This screen allows you to maintain Pricing Rules which define what rules, within the Pricing area, you wish to apply. The following rule settings are available
Entry and Display fields
Get Best Price: Normally Item, Descriptor and Labour Sell prices go through a pre-defined logic of:
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Check Special Pricing to see if a Special Price exists and, if so, use it |
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Check Price-level price to see if a Price exists and, if so, use it |
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Use Standard Sell Price |
If you 'check’ this checkbox then all the above are accessed and the Lowest evaluated Price used.
Round to Nearest: When adding an Item or Descriptor to a Sales or Job Order the and the Price is evaluated from a Price Level then Ostendo calculates that sell price from screen Pricing>Item Pricing (or Pricing>Descriptor Pricing) using the specified 'Price Calculation Method' with no Rounding. If you require the calculated price to be rounded then 'check' this checkbox and specify whether you want to round 'Up' or 'Down' in the next field. The value against which this rounding takes place is that currently held in the Pricing>Item Pricing (or Pricing>Descriptor Pricing) screens
Round Style: Used in conjunction with the previous field to define which way the rounding should take place. The options are
Round Up: This will round the evaluated Price up to the nearest rounding value entered into the Item or Descriptor Pricing Screen. For example If the evaluated Price was $23.456 and the Rounding Factor was .01 then the resulting price would be $23.46
Round Down: This will round the evaluated Price down to the nearest rounding value entered into the Item or Descriptor Pricing Screen. For example If the evaluated Price was $23.456 and the Rounding Factor was .01 then the resulting price would be $23.45
Round Standard: This will round the evaluated Price to the nearest rounding value entered into the Item or Descriptor Pricing Screen. For example:
- If the evaluated Price was $23.452 and the Rounding Factor was .01 then the resulting price would be $23.45
- If the evaluated Price was $23.456 and the Rounding Factor was .01 then the resulting price would be $23.46
Special Pricing List Style: Select either "By Product" or "By Contract". The first option will list all records for each Special Pricing contract. This could result in a very long list if the Special Pricing contract relates to a large number of products. The second option, By Contract, simply condenses the opening list by just showing one record per contract. Clicking on the Product tab will show all the products related to that contract.
Descriptor Price Calculation Method: Select the default Price Calculation Method to appear in the Sell Prices tab in Descriptor Pricing screen.
Item Price Calculation Method: Select the default Price Calculation Method to appear in the Sell Prices tab in Item Pricing screen.
Buttons
Close: This will close the screen. If you have any unsaved data then you will be asked if you wish to save it before the screen is closed.
Save: This will save the current data without exiting the screen
Cancel: Any changes made since the line was actioned or the last time the ‘Save’ Button was pressed will be lost.