Add a price record

  1. Go to the Sales prices (AR202000) window.
  2. In the table, do the following:
    1. Add a row. In the Price type column of the new row, select one of the following price types:
      • Base:
        A base price record. Base prices are used if there are no more specific prices defined (promotional or customer-specific).
        You do not need to specify a price code for this price type.
      • Customer:
        A customer-specific price record. For this price type, you must select a price code in the Price code column.
        In this case, the price code should be an ID of a customer account defined in the system.
      • Customer price class:
        A price record specific to a price class. For this price type, you must select a price code.
        In this case, the price code should be an ID of a customer price class defined in the system.
    2. If you have selected the Base option in the Price type column, skip this step; otherwise, in the Price code column of the row, select a price code.
    3. In the Item ID column, select the ID of the item you want to add a price for.
      The Description column is filled in by default with the description of the selected item.
    4. In the UoM column, select the unit of measure in which you want to sell the item.
      The list of available units of measure for an item is defined by using the Stock items (IN202500) window for stock items (if the Inventory module is enabled). For non-stock items, the units of measure are defined in the Non-stock items (IN202000) window.
    5. Optional: In the Promotion column, if you want to mark the price record as promotional, select the check box.
    6. Optional: In the Break quantity column, specify the minimum quantity of the product for which the price is valid.
      This column is displayed if the Volume pricing functionality is enabled in the Enable/disable functionalities (CS100000) window.
    7. In the Price column, specify the sales price for the selected stock item.
    8. In the Currency column, select the currency in which the price should be expressed.
      The list of available currencies is defined in the Currency management workspace.
    9. In the Effective date column, select the date when the defined price becomes effective. For details, see: About effective period of prices.
    10. Optional: In the Expiration date column, select the date when the defined price expires.
  3. In the window toolbar, click .