¶ Pricing Policy
¶ Usage
The Pricing Policy screen is a vital tool for defining and managing pricing strategies for your products and services.
It allows you to define how different items are priced — manually, by uploading Excel files, or by setting pricing rules.
This ensures consistency across the system and simplifies updates.
¶ Prerequisites for Using the Screen
- The user must have the necessary permissions to access the Pricing Policies List screen.
- Pricing policies must be pre-registered in the system.
¶ Display Fields
When you open the “Price Policy” screen, you’ll see a list of defined pricing policies. Each record includes the following:
-
Code:
A unique identifier assigned to each pricing policy. -
Price Policy Name:
The name of the pricing policy (e.g., Retail Prices, Wholesale Prices for Special Customers, Summer Promotional Prices). -
Actions:
Allows direct operations on each record:- Details: View detailed information about the policy (e.g., rules, products, or services).
- Edit: Modify the policy’s data.
- Delete: Remove the policy from the system (use with caution).
- Closure (Clone): Create an exact copy of an existing pricing policy.
- Export: Export policy data to Excel or PDF for analysis or record keeping.
¶ Sequence Settings
Define how numbering and sequencing apply within the system.
- Allowed:
Determines whether manual numbering is permitted or if the system relies on automatic sequencing only.
Sequence Applies To:
- Company: Sequence is shared company-wide.
- Branch: Sequence is specific to each branch.
- Unit: Sequence applies at the organizational unit level.
- Screen: Sequence applies only to entries made from this screen.
Sequence Type:
- Annual: Resets to 1 at the beginning of each fiscal year.
- Monthly: Resets to 1 at the start of each month.
- Daily: Resets to 1 at the beginning of each day.
- Continuous: Keeps incrementing without resetting.
¶ Fields when Adding a New Pricing Policy
When you click “Add”, you’ll be prompted to enter policy details:
-
Code:
The unique identifier or code assigned to the new pricing policy. -
*Price Policy Name :
Mandatory field for defining the policy name. -
Upload Excel File:
Option to upload a spreadsheet containing products and their prices. -
Update Pricing Policy:
Action or button to apply updates or recalculate based on uploaded data or defined rules.
¶ Fields when Clicking “Add Line” (Within Pricing Policy)
Inside the Add/Edit Pricing Policy screen, you can add individual pricing items manually using “Add Line”.
Each line includes:
-
Code:
The product or service code being priced. -
Price Policy Name:
Mandatory field to specify which policy the item belongs to. -
Unit of Measure:
The measurement unit for the product (e.g., piece, carton, liter, meter). -
Variable:
Refers to the linked product/service name for associating the price. -
Price:
The base price for the product or service within this policy. -
Note:
Sales prices can be adjusted from the sales screen before saving invoices or orders, based on user permissions. -
Tax Include:
Checkbox or selection field (Yes/No) indicating whether VAT is included in the entered price. -
Price Excluding VAT:
Automatically calculated if Tax Include = Yes, by subtracting VAT from the total price.
If No, it equals the entered price. -
Action (Delete):
Deletes the selected pricing line from the current policy.
¶ Actions
- Save:
After entering or editing pricing policy data, click “Save” to store the information in the system.