How To: Setup a Price List for a Euro Customer

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This How To covers those customers who will be buying stock items using a foreign currency. Setting up a new Euro Price List is carried out in two stages but please note the prerequisites. If a Euro Price List is not used the system will add the stock items to the sales order using the current conversion rate.

Prerequisites

Some of these options may have been pre-configured in your system, but to clarify please note:

  1. Untick Force Sales Order Lowest Price in [ System Values | Sales | Pricing ].
    Note: you will need to restart Khaos Control for this to take effect.
  2. All other prerequisites are covered in How To: Financial Setup for EC Customers.

Create a Price List (System Data screen)

  1. Open a System Data screen (show me how).
  2. Select Price Lists.
  3. Press Alt+E or click the green triangle icon is the buttonbar's EDIT button to enter edit mode.
  4. 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.
  5. Enter the details relevant to the price list and ensure that the 'Price List' checkbox is ticked.
  6. Press Ctrl+S or click the disk icon is the button bar's SAVE button    to save.

To set up a Euro (foreign currency) Price List

  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 Euro Sell Price in the Amount column.
  7. Repeat to add more stock items if necessary.
  8. Select the foreign currency by selecting the currency from the Limit by Currency drop down list LimitByCurrDropDown2.jpg .
  9. Press Ctrl+S or click the disk icon is the button bar's SAVE button    to save.

Notes:

  1. It is not possible to assign a non-Sterling Price List to a customer whose billing currency (as defined in their [ Customer | Detail | Financial ] screen) is Sterling. However, it is still possible for non-Sterling customers to be associated with a Sterling price list.
  2. The Force Sales Order Lowest Price in [ System Values | Sales | Pricing ] must not be ticked if using a Price List for stock to be sold in non-sterling currencies.
  3. Parent SCS items can be added to a Price List. Child items can be added to a sales order and the Price List discounts will be applied to them.

See Also

Visit KhaosWikiX at https://support.khaoscontrol.com/wiki_kcx/ to see the following:

Contact the Khaos Team