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Basis Pricing is used to calculate an item price based on other items.

Pre-Requisites

  1. Items Masters
  2. Formulas
  3. Customers
  4. Price Basis Codes

Setup Steps


Price Basis Costs

Master > Pricing > Price Basis Costs

Create New Price Basis Costs (new effective date)

Click Add button 

Choose Price Basis Code

Select Effective Date

Click 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 tab


Select the desired Division(s)


Click the Calculate button

You will be prompted that items configured as Inventory costs will be replaced

Click the OK button

Costs will be calculated using the current inventory values



Click the Items Tab to see the calculated Cost for each item

The 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 Costs


Note: 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

  • View the costs

  • Add division on Division tab

  • Re-Calculate the costs as of this moments available inventory

  • Manually change a calculated cost

  • Print the proof Report 

  • Delete the costs for this effective date

One addition option is Copy


Click the Copy button

Choose the Price Basis code

Select a new Effective Date

The current Price Basis Costs will be copied to the selected Price Basis Code and Effective Date.


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