Pricing
Overview
The Pricing module provides all the functionality to add and update prices, including Supplier Prices, Selling Prices and Inventory Prices. To access this module, you first need to add it to the menu using the Menus module – Select Type = Fixed and Module = Pricing.
Click Menu (button) for a list of the available Views which are outlined below.
Settings
User Settings
Note
The defaults are the values for new databases, new users and new Transaction Types. Your database may have different values.
| Setting | Description | Default |
|---|---|---|
| Items & Inventory > Pricing - Access Allowed | Set for each price group:
| Blank |
General Settings
| Setting | Description | Default |
|---|---|---|
| Pricing > Selling Prices View: Custom Field (Caption and SQL) | Option to edit the SQL. Enter the Caption in the setting, right-click to enter the SQL (Use the Template as a guide for the allowed input parameters). This functionality displays a custom field based on SQL. | Blank |
Fixed Costs, Prices and Unit Prices Explained
Info
BOS Enterprise has two prices: Fixed Price and a Unit Price.
- There is also a field named Fixed Cost. This cost is NOT invoiced.
- A Fixed Price is always charged.
- A Unit Price is affected by any amount filled in the Fixed Quantity field.
- The Fixed Quantity field is for scenarios where customers pay a monthly fee that covers x number of items (where x is the amount in the Fixed Quantity field).
- When a Fixed Quantity is filled in, only the Quantity that exceeds the Fixed Quantity is invoiced.
Examples:
- Fixed Price + No Fixed Qty:
- Fixed Price = R100
- Fixed Quantity = 0
- Invoice Total = R100
- Fixed Price + Fixed Qty:
- Fixed Price = R100
- Fixed Quantity = 10
- Invoice Total = R100
- Fixed Price + No Fixed Qty + Qty + Unit Price:
- Fixed Price = R100
- Fixed Quantity = 0
- Qty = 5
- Unit Price = R10
- Invoice Total = R150 (5 x R10 = R50 + R100)
- Fixed Price + Fixed Qty + Qty + Unit Price:
- Fixed Price = R100
- Fixed Quantity = 10
- Qty = 5
- Unit Price = R10
- Invoice Total = R100 (The quantity (5) is less than the fixed quantity (10) so the unit price is ignored. Only R100 fixed price is invoiced)
- Fixed Price + Fixed Qty + Qty + Unit Price:
- Fixed Price = R100
- Fixed Quantity = 10
- Qty = 15
- Unit Price = R10
- Invoice Total = R150 (15 - 10 = 5 units billed x R10 Unit Price = R50 + R100 Fixed Price = R150)
- No Fixed Price + Fixed Qty + Qty + Unit Price:
- Fixed Price = 0
- Fixed Quantity = 10
- Qty = 15
- Unit Price = R10
- Invoice Total = R50 (15 - 10 = 5 units billed x R10 Unit Price = R50)
- No Fixed Price + Fixed Qty + Qty + Unit Price:
- Fixed Price = 0
- Fixed Quantity = 10
- Qty = 5
- Unit Price = R10
- Invoice Total = R0 (Qty is less than Fixed Quantity so 0 quantity is invoiced (e.g. when the first 10 is free))
Output Templates: Data Pipelines
The Data Pipelines for Pricing Output Templates are listed in Output Data Pipelines.