QuickEasy BOS Enterprise provides various Price Lists (e.g. Price Lists can be set per currency, region or to reward loyal customers). Once created, customers can be linked to Price Lists. Price Lists cover items that have the same currency as the Price List.
Navigation Example
Main Menu > Items > Pricing > Menu (button) > Edit Price Lists
Makes the Price List Active or Inactive. Checkmark = Active.
Description
Enter a name / The user-defined name of the Price List.
Code
Enter an abbreviation for the description / The user-defined abbreviation for the description.
Currency
A dropdown list of available currencies for you to select one / The price's list Currency.
Prices
A number indicating how many prices (items) are linked to the Price List.
Customers
A number indicating how many customers are linked to the Price List.
Menu
Copy: Copies the existing Price List including prices and linked Customers to create a Price List.
Delete: Deletes the existing Price List. If Customers are linked to the Price List, they must first be removed (see below) before the Price List can be deleted.
When an item is added to a transaction, the following checks are done to update the transaction price from the Price List:
The Customer on the transaction is linked to a Price List.
The Transaction Item is linked to a Price List.
The linked Price List is Active.
The Price List Currency matches the Transaction Currency.
The VAT and /Qty, Roundup is the same on the Price List as it is on the Selling Price.
When a Price List is selected, the Auto-Update field indicates whether the Price List is automatically updated from the Cost or Sell Price. For example, Sell -10% (Green) indicates the Price List is updated to the Selling Price less 10% and Cost +10% (Blue) indicates that the Price List is updated to Cost Price + 10%. When this field is blank, the Price List prices need to be manually updated. These fields appear on the Selling Prices view.
