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. The Price Structures function on the SD menu uses the same function that is in SO/Pricing; the pricing data is shared between all of the applications. You can add/edit the same price structures from either menu.

ClosedCreating a Price Structure
  1. Click the New button, on the toolbar, to open a blank price structure record.
  2. Enter a new price ID in the Price ID field.
  3. Enter a description of the new price ID in the Description field.
  4. Select an adjustment base type from the Adjustment Base field.
    5. 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).
    Average Price The average price to sell an item (set up in the Inventory Item Locations function).
    Base Price The base price to sell an item (set up in the Inventory Item Locations 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.
  5. Select either Amount or Percent for the adjustment type from the Adj Type field.
  6. 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.
  7. Select a customer level from the Customer Level field.
  8. Select the adjustment base type from the Adjustment Base field.
  9. Select either Amount or Percent for the adjustment type from the Adj Type field.
  10. Enter the adjustment amount, using either positive or negative numbers, in the Adj Amount field.
  11. Click the Save button, on the toolbar, to save the new price structure.
ClosedEditing a Price Structure
  1. Select a price structure to edit from the Price ID field.
  2. Edit the fields as necessary.
  3. Click the Save button, on the toolbar, to save any changes made to the price structure.
ClosedDeleting a Price Structure
  1. Select a price structure to delete from the Price ID field.
  2. Click the Delete button, on the toolbar, to delete the selected price structure.
  3. Click Yes at the "Are you sure you want to delete selected record(s)?" prompt.