System Data Price Lists
Table Of Contents
Price Lists are one of the most powerful marketing and pricing tools available in Khaos Control.
While a customer can only belong to a single company class, they can be assigned to multiple price lists. This allows you to offer different pricing structures to different groups of customers. For example, a medical supplier could receive different prices from those offered to dentists or doctors.
Price Lists can also be linked to Company Classes. When a new customer is created, the selected Company Class can automatically assign an associated Price List to the customer record. For more information, see Company Classes.
You can also configure a default Price List for all new customers in [ System Values | General | Defaults and Financial ].
Note: If a Price List is assigned through a Company Class, it overrides the default Price List configured in [ System Values | General | Defaults and Financial ].
For more information about using Price Lists, see Price Lists. For setup instructions, see How To: Price Lists, which contains guidance for creating and managing the different types of Price Lists available in Khaos Control.
Price Lists Grid
The Price Lists grid contains the following options:
Description
The name of the Price List.
Options
| Option | Description |
|---|---|
| Price List | Must be ticked for the record to function as a Price List. |
| Net Prices | Tick if the Price List uses net prices rather than gross prices. |
| Active | Controls whether the Price List is available for selection and pricing. |
| Restrict DDs | Prevents the Price List from appearing in Company Class drop-down lists when it is not being used as a Company Class. |
Price List
If the Price List checkbox is not ticked, the record will not be treated as a Price List.
Note: If the checkbox is cleared and the record is saved, it will disappear from the Price Lists grid. However, it remains available within [ System Data | Company Classes ] as a Company Class with the Price List option disabled.
Net Prices
Tick Net Prices if the prices within the Price List are entered as net values rather than gross values.
Active
The Active option is enabled by default.
When Active is unticked:
- The Price List is hidden from Price List selection drop-downs.
- Pricing from the Price List is not displayed in the [ Sales Order | Detail | Price Bandings ] screen.
Existing customer associations are not removed. An inactive Price List will still:
- Appear against customers in the [ Customer | Detail | Structured Pricing ] screen.
- Be available when filtering customers in the [ Customer | List ] grid.
Restrict DDs
If the Price List is not being used as a Company Class, ticking Restrict DDs prevents it from appearing in Company Class filter and selection drop-down lists.
Price Lists Context Menu
The following options are available from the Price Lists context menu:
Apply Value Range
Apply Value Range allows you to apply the same value to all selected rows for the currently selected column.
Clear Selection
Removes the selection from all currently highlighted rows.