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 the Menu (button) for a list of the available Views which are outlined below.
Navigation Example: Main Menu > Items > Pricing
Table of Contents
Settings
User Settings
Navigation Example: Main Menu > Setup > Settings > Users (tab)
- Items & Inventory > Pricing - Access Allowed: Set for each price group:
- Supplier PricesSelling PricesInventory PricesService Prices
- Supplier Prices
- Selling Prices
- Inventory Prices
- Service Prices
- Checkmark = Access allowed.
- Supplier PricesSelling PricesInventory PricesService Prices
General Settings
Navigation Example: Main Menu > Setup > Settings > General (tab)
- 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 is used to display a custom field based on SQL.
Fixed Costs, Prices, and Unit Prices Explained
ℹ️ 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 will be invoiced.
Examples:
- Fixed Price + No Fixed Qty:
- Fixed Price = R100 Fixed Quantity = 0Invoice Total = R100
- Fixed Price = R100
- Fixed Quantity = 0
- Invoice Total = R100
- Fixed Price = R100 Fixed Quantity = 0Invoice Total = R100
- Fixed Price + Fixed Qty:
- Fixed Price = R100 Fixed Quantity = 10Invoice Total = R100
- Fixed Price = R100
- Fixed Quantity = 10
- Invoice Total = R100
- Fixed Price = R100 Fixed Quantity = 10Invoice Total = R100
- Fixed Price + No Fixed Qty + Qty + Unit Price:
- Fixed Price = R100 Fixed Quantity = 0Qty = 5Unit Price = R10 Invoice Total = R150 (5 x R10 = R50 + R100)
- Fixed Price = R100
- Fixed Quantity = 0
- Qty = 5
- Unit Price = R10
- Invoice Total = R150 (5 x R10 = R50 + R100)
- Fixed Price = R100 Fixed Quantity = 0Qty = 5Unit Price = R10 Invoice Total = R150 (5 x R10 = R50 + R100)
- Fixed Price + Fixed Qty + Qty + Unit Price:
- Fixed Price = R100 Fixed Quantity = 10Qty = 5Unit 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 = 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 = R100 Fixed Quantity = 10Qty = 5Unit 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 = 10Qty = 15 Unit Price = R10 Invoice Total = R150 (15 - 10 = 5 units billed x R10 Unit Price = R50 + R100 Fixed Price = R150)
- 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)
- Fixed Price = R100 Fixed Quantity = 10Qty = 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 = 10Qty = 15 Unit Price = R10 Invoice Total = R50 (15 - 10 = 5 units billed x R10 Unit Price = R50)
- Fixed Price = 0
- Fixed Quantity = 10
- Qty = 15
- Unit Price = R10
- Invoice Total = R50 (15 - 10 = 5 units billed x R10 Unit Price = R50)
- Fixed Price = 0 Fixed Quantity = 10Qty = 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 = 10Qty = 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))
- 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))
- Fixed Price = 0 Fixed Quantity = 10Qty = 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
Custom Templates can be created for each View. Data pipelines include:
- Pricing_Sup - Supplier Prices
- Pricing_Sell - Selling Prices
- Pricing_Inv - Inventory Prices
- Pricing_Filter - Data Filter