Customer Tree/Inventory Item Code

Options Reference

Each option and field on the form is described below. Mandatory options and fields are highlighted in red.

Name/Method/Use Date Range Details

This information defaults in read-only format from the header information entered into the Advanced Price Maintenance form before you click the Setup button.

Re-calculate Prices

If a markup or margin is applied to prices, click this button to recalculate the prices displayed, if you know that base costs have changed, and the inventory code is for the method. The price that displays if a recalculate is not performed is the price that was calculated when the price was first set up.

Customer Tree

Select a customer tree from the list. If the option to include sub-branches is selected, you can also drill down and select a sub-branch in the selected tree.

When Greentree Desktop searches for a selling price to return when entering a transaction, the customer of the transaction line is checked to see if it belongs to the tree or branch selected here. This establishes a unique pricing combination.

Tree/Branch

If the option to include sub-branches is selected, you can select a sub-branch in the selected tree. The price you are setting up must only be applicable to a specific branch in the tree.

When Greentree Desktop is searching for a selling price to return when entering a transaction, the customer of the transaction line is checked to see if it belongs to the tree or branch specified here, so you can establish a unique pricing combination.

Include sub-branches

Select this option to select a sub-branch within a tree when specifying a price.

Inventory code

Enter or select the inventory code that you are setting up the price for. When Greentree Desktop searches for a selling price to return when entering a transaction, the item entered into the transaction line is checked against what is entered here to establish the unique pricing combination.

Description

This is the description of the inventory code selected. You can search for the item using this field.

U.O.M.

The default value is the stocking unit of measure for the inventory code selected. If you are using the Volume/Unit Conversions module, you can change this to be the selling unit of measure if applicable, so that the price can be defined for the selling unit, not the stocking unit.

When Greentree Desktop is searching for a selling price to return when entering a transaction, the unit of measure entered into the transaction line is checked against what is entered here to establish the unique pricing combination.

If Variable Dimensions are in use, and the unit of measure has a weight dimension for it, the notification Variable Weight Item displays on the form. This indicates that the selling price is a unit price per unit of weight, and the calculations apply when you enter a transaction.

Currency

The default value is the based currency of the inventory item. You can change it to specify a price in another currency if the Foreign Currency module is in use.

When Greentree Desktop is searching for a selling price to return when entering a transaction, the currency entered into the transaction line is checked against what is entered here to establish the unique pricing combination.

Location

If you are using multi-locations, you can enter a location if you want to specify the price at a location level. When Greentree Desktop searches for a selling price to return when you enter a transaction, the location entered into the transaction line is checked against what is entered here, to establish the unique pricing combination.

Tax Code/Rate/Amount

Enter the tax code that applies to the price you are setting up. When the code is selected, the rate of the code defaults in read-only format. The Amount field is updated with the tax component (value) when the price is established.

Quantity Breaks

Click this button while on the price line that it applies to, to add quantity break and/or discount details to the price. You can set a price that depends on the quantity that is sold — for example, to give customers a discounted price if they order in larger quantities. You can also specify a date range that a quantity break price applies to.

Price Option

Select this option to enter a specific price and do not want to use a markup or margin. If you select this option, you can't enter a markup or margin.

Tax Excl

If the price option is selected, enter the tax exclusive price here.

Tax Incl

The default value is the tax inclusive value of the price, using the Tax Excl price entered, and the tax rate.

This field is read only.

Markup %/Margin %/Margin Value Option

The label on this field displays using the Markup Indicator that is selected on the Module Control form. Select it to use a markup or margin to calculate the price, and enter the markup or margin percentage or value.

This enabled if the Price option is not selected.

Discount %

Select this option to apply a discount percentage to the price, and enter the percentage here. When Greentree Desktop calculates the unit price to return to a transaction line, it also calculate and display the discount.

Active

Select this option to indicate that the price is active. If this is not selected, the price is not included in Greentree Desktop search when it searches for a price to return to a transaction line.

New Price

Click this button to save the current pricing line, and add a new line.

Ignore user maximum discount %

If you select this option, the maximum discount percentage set on the SO User Preferences form is ignored when an advanced price is established for the item using SO Entry and SO Packing Slip Maintenance.

Ignore user minimum gross profit %

If you select this option, the minimum gross profit percentage set on the SO User Preferences form is ignored when an advanced price is established for the item on the SO Entry form and the SO Packing Slip Maintenance form.

Table

All pricing lines displays in this table. You can enter or edit line details in the table instead of using the form. Press Shift-F2 while on the line to delete it.