How To: Create an EPOS Price List

Price Lists can be used to set up discounts for customers or can be used when setting up prices that can be used for customers who are buying stock items using a foreign currency. Setting up a new Price List is carried out in two stages:

  1. Create the Price List in System Data.
  2. Add stock items to the price list in the Promotion screen.

Note: if the system is configured to operate either in Net or Gross prices and the EPOS Price List does not match the system configuration (i.e. the price list is Gross and the system is configured to use Net prices), the following warning message will be displayed Your system is configured to use Net prices, but the EPOS price list being used is configured to use Gross. Are you certain that you wish to continue? the user can decide to proceed or not.

Create a Price List (System Data screen)

  1. Open a System Data screen (show me how).
  2. Select [ Sales Order Processing | Price Lists ] tab.
  3. Press Alt+E or click the green triangle icon is the buttonbar's EDIT button to enter edit mode.
  4. Press Ctrl+N or click the New item icon is the button bar's NEW button button on the Button Bar.
  5. Enter EPOS in the price list description field to the price list and tick the 'Price List' checkbox.
    Notes:
    1. If the EPOS price list is to have any other name of identification then the EPOS element of the name must always suffix the title or it will not work, for example "Shop EPOS".
    2. "EPOS Shop" would not work.
  6. Press Ctrl+S or click the disk icon is the button bar's SAVE button to save.

Setup a Price List (Promotion screen)

  1. Open a Promotion screen (show me how).
  2. Select the [ Price Lists | Stock Item/Price List ] tab.
  3. Select the required price list from the drop-down list.
  4. Press Alt+E or click the green triangle icon is the buttonbar's EDIT button to enter edit mode.
  5. Press F3 or click the NEW ITEM button has an icon that shows two sheets of paper (identified by having the top right corner folded down), arranged diagonally on the icon from top left to bottom right to add a new item.
  6. Enter the required information in the relevant columns.
  7. Repeat for more stock items if necessary.
  8. If not using Sterling for the Price List then limit it to a specific currency by selecting the currency from the drop down list.
    Note: Leave as None for Sterling.
  9. Press Ctrl+S or click the disk icon is the button bar's SAVE button to save.

Notes:

  1. The EPOS system only supports simple prices using the either the Amount and/or the Discount columns. Other features available on the Price List screen are not supported by the EPOS system.
  2. Parent SCS items can be added to a Price List, but within the EPOS system it is not possible to support Child items inheriting the price from their associated parent item. For this reason KCSL recommends adding items individually to an Epos Price list.
  3. An EPOS price list is not affected by the Force Sales Order Lowest Price in [ System Values | Sales | Pricing ].

See Also


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