TRAVERSE Global v11.1
Price Structures
Use the Price Structures function to store customer-level pricing, default pricing, adjustment base, and adjustment amount information. If a customer level is not set up, the default pricing information is used. Price adjustments for each customer level are set up by price ID.
Creating a Price Structure
- Click the New button, on the toolbar, to open a blank price structure record.
- Enter a new price ID in the Price ID field.
- Enter a description of the new price ID in the Description field.
- Select an adjustment base type from the Adjustment Base field.
- Select either Amount or Percent for the adjustment type from the Adj Type field.
- Enter the adjustment amount, using either positive or negative numbers, in the Adj Amount field.
Note: Enter negative numbers to reduce the price and positive numbers to increase the price. - Select a customer level from the Customer Level field.
- Select the adjustment base type from the Adjustment Base field.
- Select either Amount or Percent for the adjustment type from the Adj Type field.
- Enter the adjustment amount, using either positive or negative numbers, in the Adj Amount field.
- Click the Save button, on the toolbar, to save the new price structure.
Select | For |
---|---|
No Base | Using the amount entered in the Amount field as the adjusted price (adjustment type must be Amount). |
Standard Cost | Standard cost of the item determined by the item's cost components in the Inventory Item Locations function. |
Base Cost | Fixed cost (set up in the Inventory Item Location function). |
List Price | Manufacturer's suggested retail price of an item (set up in the Inventory Item Locations function). |
Minimum Price | The lowest price to sell an item (set up in the Inventory Item Locations function). |
Calculated Price | The adjustment on top of the price calculated so far. |
Last Cost | The most recent cost for the item. |
Editing a Price Structure
- Select a price structure to edit from the Price ID field.
- Edit the fields as necessary.
- Click the Save button, on the toolbar, to save any changes made to the price structure.
Deleting a Price Structure
- Select a price structure to delete from the Price ID field.
- Click the Delete button, on the toolbar, to delete the selected price structure.
- Click Yes at the "Are you sure you want to delete selected record(s)?" prompt.