How To: Setup a USD Price List

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Introduction

This How To is applicable to configuring any non Euro / GBP Price list. If you wish to trade in a non-GBP currency the system will use the current default currency conversion rates configured in [ System Data | Currency Conversion Rates ] unless you configure a price list for that currency(ies).

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: Perform Financial Setup for World Wide 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 USD 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 USD Sell Price in the Amount column.
  7. Repeat to add more stock items if necessary.
  8. Select the currency for the Price List using the Limit by Currency drop down list LimitByCurrDropDown3.PNG .
  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-GBP Price List to a customer whose billing currency (as defined in their [ Customer | Detail | Financial ] screen) is GBP. However, it is still possible for non-GBP customers to be associated with a GBP 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. The above steps are applicable to any non-GBP / Euro currency.


See Also

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



http://wiki.keystonesupport.net/wiki_kcx/index.php?title=

Contact the Khaos Team