Materials Price Manager
Overview
The Materials Price Manager allows price adjustments to be made across a Category, Supplier and Price Type. Price Types are defined as:
- Units & Prices
- Supplier Prices
- Materials without Prices
Multiple items can be selected and a Batch Update performed to cascade the changes across the database. This approach is useful when list prices are subject to price fluctuations or discounts.
An Info button explains why fields are highlighted in red.
Settings
Note
These settings are required to use the Materials Price Manager.
User Settings
Note
The defaults are the values for new databases and new users. Your database may have different values.
| Setting | Description | Default |
|---|---|---|
| Materials & Inventory > Materials/Materials Price Manager - Access Allowed | Yes or No. | No |
| Point of Sale > Edit Prices - Access Allowed | Yes or No. | No |
| Setups > Price Manager - Access Allowed | Yes or No. | No |
List View: Units & Prices
Buttons Explained
| Button | Description |
|---|---|
| Reset | Resets the selected data filters. |
| View | Generates a report based on the selected data filters. |
| Actions |
|
| Save | Saves any changes. |
| Menu |
|
| Info (i) | Provides information on the selected record. |
| Update |
|
Filters Explained
| Filter | Description |
|---|---|
| Category | A dropdown list with all the categories. Allows All or a specific Category. |
| View |
|
| Supplier | Unavailable in this view. |
| Price Expired Checkbox | Unavailable in this view. |
| Active Checkbox | If checked, only shows Active Materials. |
Fields Explained
Info
Fields marked in green (✎) can be edited.
| Field | Description |
|---|---|
| Field Chooser (*) | Lets you add or remove columns. |
| Status | The Status of the material. |
| Category | The material's category. |
| Subcategory | The material's subcategory. |
| Description | The material's Description. |
| Code | The material's Code. |
| Base Unit | The material's Base Unit. |
| Customer | The Customer linked to the material. |
| Barcode | The material's Barcode. |
| Price Type | The Price Type selected for the material. |
| Set Cost | The Cost Setting selected for the material. |
| VAT Type | The default VAT Type selected for the material. |
| Price | Whether the price is entered Excluding (Exc) or Including VAT (Inc). |
| Est | Checkbox indicates if the item is used for estimating. |
| Qty | The Quantity of stock items used to determine the price. |
| Qty From |
|
| Qty To |
|
| Cost Adj % | The percentage Adjustment applied to the Cost Price. |
| Cost (Exc) | The Cost Price excluding VAT. |
| Sell (Exc) | The Selling Price excluding VAT. |
| Sell (Inc) | The Selling Price including VAT. |
| /Qty | The Quantity applicable to the Unit. |
| Unit | The Unit applicable to the price. |
| MU% | The Markup Percentage included in the Selling Price. (Percentage the Cost Price is marked up by.) |
| GP% | The Gross Profit Percentage included in the Selling Price. |
| Updated | The Date of the last update. |
| Updated by | The User who last updated the transaction. |
| Menu |
|
| Cost (Est) | The Cost Price to be used in Estimates. |
| Sell (Est) | The Selling Price to be used in Estimates. |
List View: Supplier Prices
Buttons Explained
| Button | Description |
|---|---|
| Reset | Resets the selected data filters. (Changes the view back to Units & Prices.) |
| View | Generates a report based on the selected data filters. |
| Actions |
|
| Save | Saves any changes. |
| Menu |
|
| Info (i) | Provides information on the selected record. |
| Update (button) |
|
Filters Explained
| Filter | Description |
|---|---|
| Category | A dropdown list with all the categories to choose all or a specific category. |
| View |
|
| Supplier | Dropdown list with all suppliers. |
| Price Expired Checkbox | Shows only Expired Prices. |
| Active Checkbox | If checked, only shows Active Materials. |
Fields Explained
Info
Fields marked in green (✎) can be edited.
| Field | Description |
|---|---|
| Field Chooser (*) | Lets you add or remove columns. |
| Status | The status of the material. |
| Category | The material's category. |
| Subcategory | The material's subcategory. |
| Description | The material's description. |
| Code | The material's code. |
| Base Unit | The material's base unit. |
| Customer | The customer linked to the material. |
| Supplier | The supplier linked to the material. |
| Est | Checkbox indicates if the item is used for estimating. |
| Currency | The supplier's currency. |
| VAT Type | The material's default VAT Type. |
| Price | Whether the default price is VAT Exclusive (Exc VAT) or VAT Inclusive (Inc VAT). |
| Price (Exc) | The VAT Exclusive price charged by the supplier. |
| Price (Inc) | The VAT Inclusive price charged by the supplier. |
| /Qty | The quantity applicable to the unit and price. |
| Unit | The unit applicable to the price. |
| Adj % | The percentage by which the supplier price is adjusted. |
| Total | Cost Price including the adjustment. |
| Updated by | The User who last updated the transaction. |
| Reference | The Supplier's reference. This field is editable. |
| Menu |
|
| Discounts | Any applicable Discounts. |
| Updated | The Date and Time of the last update. |
List View: Materials without Prices
Buttons Explained
| Button | Description |
|---|---|
| Reset | Resets the selected data filters (changes the view back to Units & Prices). |
| View | Generates a report based on the selected data filters. |
| Actions |
|
| Save | Saves any changes. |
| Menu |
|
| Info (i) | Provides information on the selected record. |
Filters Explained
| Filter | Description |
|---|---|
| Category | A dropdown list with all the categories. Allows All or a specific category. |
| View |
|
| Active Checkbox | If checked, only shows Active Materials. |
Fields Explained
| Field | Description |
|---|---|
| Field Chooser (*) | Lets you add or remove columns. |
| Status | The Status of the material. |
| Category | The material's category. |
| Subcategory | The material's subcategory. |
| Description | The material's description. |
| Code | The material's code. |
| Base Unit | The material's base unit. |
| Customer | The customer linked to the material. |