Visma Net
About multiple price lists
In Visma Net, you can maintain multiple price lists for various customer price classes and in multiple currencies, and you can update the lists any time. A price list is a list of sales prices for goods or services. The prices are expressed in a specific currency and intended for either customers of a specific customer price class or a particular customer.
You configure price lists in the Customer ledger workspace, so that even if the Inventory module is not included in your license, you can define non-stock items and maintain prices for them. The system automatically applies these prices to the non-stock items listed on an invoice when the document is being saved. If the Inventory module is enabled in your system (which means that you can configure stock items too), the system applies sales prices to stock and non-stock items on sales orders.
In this topic, you will read about price lists, price records, and rules of price application.
Price list definition
In Visma Net, a price list is a selection of records that meet user-defined criteria. By using the Sales prices (AR202000) window, you define this selection criteria and get the list of records. If you want to use the obtained list of records for editing and mass-calculation of prices, you may create a sales price worksheet based on the selection, by using the Create price worksheet button in the window. For details about using worksheets, see Sales price worksheets (AR202010).
You can select prices by criteria related to the price record: type, code, stock identifier, and date. You can also select prices by criteria related to stock or item class, price class, work group, and manager responsible for pricing some of the items on the list. The stock-related settings are specified for each item on the Stock items (IN202500) or Non-stock items (IN202000) window.
Price record definition
In Visma Net each price record is a combination of the price type, price code (if applicable), stock item, unit of measure, price, and currency. Each combination must be unique at any given time. For details, see About effective period of prices.
You can create multiple price records for the same stock item by changing any component of its price record. Additionally, you may create records for promotional prices and for prices that depend on the volume of products being sold.
Rules for automatic price selection
As you have seen in the previous example, you can define multiple prices, each with a different goal, for one stock item. When a user modifies the quantity in a sales order or an invoice, the system searches for applicable prices (that is, those that are valid at the invoice date) for each item as follows:
Note: Once the system finds an applicable price, it searches no further.
- Promotional customer-specific price
- Customer-specific price
- Promotional price specific to the customer price class
- Price for the customer price class
- Promotional base price
- Base price
- Default price
Note: If price tiers are defined in the applicable price list, the system applies the price from the tier that applies to the item quantity.
A user can update the prices and discounts for an existing document with the On hold or Balanced status by clicking Recalculate prices and discounts (in the Actions menu in the window toolbar of the data entry window used to create the document). This option should be used if prices and discounts may have changed since the document was first entered or modified.
Related concepts
Manage sales prices - overview
About effective period of prices
About Sales price worksheet - overview
Related tasks
Create a sales price worksheet
Add records for multiple items to a worksheet
Calculate pending prices in a worksheet
Calculate pending prices for items
Related windows
