Where does the price come from? There are many settings which can affect the price you see or don’t see. It could be:
- addition added in Article settings
- discount on an individual article
- agreement – specific addition can be added on an agreement
- discount letter
- change of price on an order
- price from supplier
- addition in the EDI-integration for a supplier
First some basic settings
I don’t see any prices!
If you don’t see any prices on articles or printouts then the explanation is probably in a setting or in your permissions. Talk to someone who has admin permissions in your company/group.
Prices on printouts or not?
In Module settings for Work order, Service order, Service protocol and Sales order you can decide if prices should show on printouts or not. This setting applies to all printouts, including protocols being sent.
Permissions for users which affects if you see prices or not.
A user needs the permission View price under Article register as well as permission under Pricing for the price to show. This also applies to printouts such as protocol and orders.
Which currency?
On the page Group settings you scroll down to the bottom of the page and click on Edit. There you can enter currencies you want to use and which currency is default.
The price unit you choose here will be shown e.g. in summaries of prices on orders. If you don’t choose anything here then there will not be any price unit shown.
Price in the Article register
In the article post you put your retail price i.e. the gross price without VAT, then the system will add VAT according to the percentage rate you’ve specified. The more information you add to the article post, the less work on the orders later.
The net price is your internal price (and does not really need to be specified).
You can specify a default VAT in Module settings – Article settings. See further down under price addition and VAT.
Learn how to add an article here.
Price on orders
On orders the price and potential discount or addition can be changed.
The prices on orders can also be affected by an agreement or a discount letter or a combination of both.
Learn more about Discount letter.
Price from suppliers
In Module settings – Article settings you can specify if you want to use EDI to update net and/or gross prices from suppliers.
You can specify formulas to set a specific addition from a supplier. This is specified in the integration settings for each individual supplier.
Learn how to specify the formula (EXPRESSION) here.
Price addition and VAT
Go to Module settings – Article settings to specify addition and VAT.
Default addition
Set the default addition in %. Enter numbers only. When adding new items (i.e. items not found in the article register) or where the gross price is set to 0, this default addition is applied to the article price.
VAT
Set the default VAT to avoid adding VAT to every new item individually.
If you have not specified VAT for an article, VAT will not be shown for that item on orders or quotations.
If the customer has an company registration number (organisation number) specified on their customer card, VAT will not be shown on orders or printouts.
Addition articles
If you have the need to always add articles (costs) on orders then additional articles can be used. This could, for example, be an article which covers consumables related to the work or an addition on a shipping cost. Additional articles will automatically be added to the order when you sign.
Additional articles are based on an article group. If you don’t have article groups, you won’t be able to see this setting option.
Learn how to add addition articles.
To be able to separate different additions the article number, which has generated the addition, will be added after the additional article’s name (description), see the picture below.
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