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Add

Allows access to the screen Price List - Add, in which you can add a new record.

Edit

Allows access to the screen Price List - Edit, in which you can edit the parameters set for the record selected.
If the editing parameters are set by Product, all lists with which it is associated are listed.

Search Product in List

Use this feature to search a given record in Lists having a large number of items, through any field of the screen.

Notes

Use this feature to add, edit or delete comments or notes related to records of the following entities:
CRM, Suspects, Customers, Prospects, Contacts, Competitors, Sales Representatives, Opportunities, Proposals, Orders, Suppliers, Partners, Products, Price List, Sales Process, Business Unit, Sales Team, Promotion and Events.

Other Actions > View

Allows access to the screen Price List - View, which displays the parameters set for the record selected in detail.

Other Actions > Delete

Use this feature to delete the record selected.
You cannot undo this operation after confirming the deletion.

Other Actions > Copy

You can access the Price List - Copy, in which you can create new Price Lists from the List selected, when these have items in common.

This option enables registration of Lists with similar characteristics like common items, to avoid having to retype them.

The system displays all the fields that were configured for a specified list, earlier selected in the maintenance Price List screen, thereby enabling registration of a new list.

In this option you may duplicate List items, which requires adjusting the List header at each duplication.

Other Actions > Generate

Use this feature to access the screen Price List - Generate, in which you can use a record as reference to create another.

When you select products on the routine's Parameters screen, the System displays, in Price List items, all product data already entered; however, you must enter the List header items.

In the Validity field you can set the date from which the item on the list is valid, though this field is not required.

For price list validity purposes, the System always takes into account the data found in fields Start Date/Time and End Date/Time; however, the List items may have later validity dates.

Other Actions > Adjustment

Use this option to apply a multiplication factor to adjust the prices of products from lists specified in parameters.

Start Date/Time
End Date/Time

Type of schedule to be applied to the Price List, which can be:

1-Single: the Price List is valid from the start date (start time) to the end date (end time).
In this case, suppose the List was saved at 10:00 AM on 09/17 up to 8:00 PM on 09/20, all sale orders entered in this period are part of the list.

2-Recurring: the Price List is valid between the two dates only between the start time and the end time.
Using the example above, the orders can use the List only during the days of the period, within the time entered; that is, 10:00 AM on 09/17 to 8:00 PM on 09/20.
If an order is issued at 9:00 PM on 09/18, the system rejects it for this Price List.

Enter whether the List is active in the system:

1 - Yes2 - No

Base Price

Sales price used for a product in the Price List, from the applied factors and discounts.

Example:
A price list is registered in the following situation:

• • Product = Computer
  • Base Price = 1,000.00
  • Discount Value - 100.00
  • Sales Price = 900.00 (Base Price - Discount Value)

Enter whether the factor at issue is:

1 - Active
2 - Inactive

Identification of price type, which can be:

1 - Sales Price2 - Consumer Sale
3 - Wholesale
4 - Retail
5 - Consumer Sale