Price Basis Pricing is used to calculate an item price based on other itemsCosts is the process of calculating the ingredient item price from Inventory or entering cost manually by effective date.
Pre-Requisites
- Items Masters
- Formulas
- Customers
- Price Basis Codes
Setup Steps
Price Basis Costs | |
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Master > Pricing > Price Basis Costs | |
Create New Price Basis Costs (new effective date) | |
Click Add buttonChoose Price Basis CodeSelect Effective DateClick Okay | |
This screen is used to either enter Costs for each item or calculate costs from available inventory.Before you can calculate the inventory cost you must select the division to use. | |
Click the Divisions tabSelect the desired Division(s)Click the Calculate buttonYou will be prompted that items configured as Inventory costs will be replacedClick the OK buttonCosts will be calculated using the current inventory values | |
Click the Items Tab to see the calculated Cost for each itemThe client can now use these prices as is or manually adjust a price.If a price is changed the Fixed checkbox will be set by the software.Click Save button | |
Click the Report button to see a proof report of the Price Basis CostsNote: I change the price for item 0000173 from .99 to 1.00 | |
View or Modify Existing Price Basis Costs | |
Click ellipsis button to the right of the Basis to view the Price Basis Cost search form.Choose Basis code and click Retrieve button.Select the Price Basis Costs for the desired Effective Date.Click Ok to Proceed | |
You now have several options
One addition option is Copy | |
Click the Copy buttonChoose the Price Basis codeSelect a new Effective DateThe current Price Basis Costs will be copied to the selected Price Basis Code and Effective Date. |
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