Price list maintenance
/visma-net-erp/help/customer-ledger/multiple-price-lists/price-list-maintenance
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# Price list maintenance
About Sales prices
/visma-net-erp/help/customer-ledger/multiple-price-lists/price-list-maintenance/about-sales-prices
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In the Sales prices (AR202000) window, you can maintain and review the sales prices for your non-stock items.
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# About Sales prices
In the Sales prices (AR202000) window, you can maintain and review the sales prices for your non-stock items.
For more information: [Sales prices (AR202000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/sales-prices-ar202000/).
If you are using the Inventory module, you can also maintain your stock items. In addition, you can maintain your customer-specific or customer price class-specific prices.
The built-in **BASE** class is used for all customers that are not assigned to any specific price class.
For more information on how to use customer price classes, see [Add a customer price class](/visma-net-erp/help/customer-ledger/multiple-price-lists/price-list-maintenance/add-a-customer-price-class/).
The changes you make in this window will become effective immediately: you are not able to retain a price history.
If the option **Always calculate the price from the base currency** in the Customer ledger preferences window is selected, the price in any foreign currency is calculated based on the price expressed in the base currency.
## Manage sales prices
Visma Net provides the following mechanisms for sales prices management:
1. **Default prices**: Define and maintain the default sales price for each individual item in the Non-stock items or Stock items windows. See: [Maintain default prices for non-stock items](/visma-net-erp/help/inventory/manage-stock-and-non-stock-items/maintain-default-prices-for-non-stock-items/) and [Maintain default prices for stock items](/visma-net-erp/help/inventory/manage-stock-and-non-stock-items/maintain-default-prices-for-stock-items/). You can use discounts with these prices.
1. **Sales prices**: Implement different pricing strategies. You can define a base price list, price lists that applies to a customer class or a particular customer, promotional price lists, and prices that depend on the quantity of the product. See: [Maintain and review sales prices](/visma-net-erp/help/customer-ledger/multiple-price-lists/price-list-maintenance/maintain-and-review-sales-prices/).
1. **Sales price worksheets**: Use the list of records created in the Sales prices window to edit and mass-calculate prices with Sales price worksheets. See: [Create a sales price worksheet](/visma-net-erp/help/customer-ledger/multiple-price-lists/sales-price-worksheets/create-a-sales-price-worksheet/). You can edit records one by one, or to apply changes to multiple the records at once. You can also calculate pending prices for your items. See: [Calculate pending prices for items](/visma-net-erp/help/customer-ledger/multiple-price-lists/sales-price-worksheets/calculate-pending-prices-for-items/).
If you are using Sales prices and/or Sales price worksheets to maintain your sales prices, do not use the default prices, and vice versa.
Related pages
Tasks
Windows
Add a price record
/visma-net-erp/help/customer-ledger/multiple-price-lists/price-list-maintenance/add-a-price-record
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# Add a price record
1. Go to the [Sales prices (AR202000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/sales-prices-ar202000/) window.
1. In the table, do the following:
1. Add a row. In the **Price type** column of the new row, select one of the following price types:
+ **Base**: A base price record. Base prices are used if there are no more specific prices defined (promotional or customer-specific). You do not need to specify a price code for this price type.
+ **Customer**: A customer-specific price record. For this price type, you must select a price code in the **Price code** column. In this case, the price code should be an ID of a customer account defined in the system.
+ **Customer price class**: A price record specific to a price class. For this price type, you must select a price code. In this case, the price code should be an ID of a customer price class defined in the system.
1. If you have selected the **Base** option in the **Price type** column, skip this step; otherwise, in the **Price code** column of the row, select a price code.
1. In the **Item ID** column, select the ID of the item you want to add a price for. The **Description** column is filled in by default with the description of the selected item.
1. In the **UoM** column, select the unit of measure in which you want to sell the item. The list of available units of measure for an item is defined by using the [Stock items (IN202500)](/visma-net-erp/help/inventory/inventory-windows/stock-items-in202500/) window for stock items (if the Inventory module is enabled). For non-stock items, the units of measure are defined in the [Non-stock items (IN202000)](/visma-net-erp/help/inventory/inventory-windows/non-stock-items-in202000/) window.
1. Optional: In the **Promotion** column, if you want to mark the price record as promotional, select the check box.
1. Optional: In the **Break quantity** column, specify the minimum quantity of the product for which the price is valid. This column is displayed if the **Volume pricing** functionality is enabled in the [Enable/disable functionalities (CS100000)](/visma-net-erp/help/common-settings/enable-or-disable-functionalites/enable-disable-functionalities-cs100000/) window.
1. In the **Price** column, specify the sales price for the selected stock item.
1. In the **Currency** column, select the currency in which the price should be expressed. The list of available currencies is defined in the Currency management workspace.
1. In the **Effective date** column, select the date when the defined price becomes effective. For details, see: [About effective period of prices](/visma-net-erp/help/customer-ledger/multiple-price-lists/about-effective-period-of-prices/).
1. Optional: In the **Expiration date** column, select the date when the defined price expires.
1. In the window toolbar, click .
Related pages
Concepts
Tasks
Windows
Create a worksheet
/visma-net-erp/help/customer-ledger/multiple-price-lists/price-list-maintenance/create-a-worksheet
section
You can create a sales price worksheet in two different ways:
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# Create a worksheet
You can create a sales price worksheet in two different ways:
+ To create a new worksheet that is populated with the price records you have selected, you use the [Sales prices (AR202000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/sales-prices-ar202000/) window.
+ To create a new empty worksheet to be populated, you use the [Sales price worksheets (AR202010)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/sales-price-worksheets-ar202010/) window.
## Create a populated worksheet
1. Go to the [Sales prices (AR202000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/sales-prices-ar202000/) window.
1. In the Selection area of the window, specify the criteria that the price records to be listed should meet. We recommend that you specify the date for which you want to get the price records in the **Effective as of** field. The database may contain price records that differ only by price and date. When you try to create a worksheet, the system will force you to specify the date for which you want to get price records if the resulting list of records contains such similar records.
1. If needed, adjust the resulting list of price records by deleting or adding particular records.
1. In the window toolbar, click the **Create price worksheet** button. This brings up the [Sales price worksheets (AR202010)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/sales-price-worksheets-ar202010/) window, where you can continue working with a price worksheet containing all prices matching the criteria that you have selected in the [Sales prices (AR202000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/sales-prices-ar202000/) window. By default, the new worksheet has the **On hold** status and the current business date.
## Create an empty worksheet
1. Go to the [Sales price worksheets (AR202010)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/sales-price-worksheets-ar202010/) window.
1. Click  in the window toolbar.
1. Optional: In the **Reference no** field, specify the ID. If the field contains the `` placeholder, it means that the system will automatically generate a new number when you save the worksheet.
1. Optional: In the **Description** field, type the description of the new worksheet.
1. In the window toolbar, click . The new worksheet has the **On hold** status and the current business date, which can be changed any time.
Related pages
Concepts
Tasks
Windows
Add a customer price class
/visma-net-erp/help/customer-ledger/multiple-price-lists/price-list-maintenance/add-a-customer-price-class
section
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# Add a customer price class
## Before you start
Customer classes group customers by the price level that is offered to them. If you do not create price classes, all customers are assigned to the BASE price class.
1. Go to the [Customer price classes (AR208000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/customer-price-classes-ar208000/) window.
1. Click  to add a new row.
1. Enter a unique identifier for the price class. You can use up to 10 characters, both letters and numbers.
1. Enter a detailed description of the class. You can use up to 50 characters, both letters and numbers.
1. In the **Sort order** column, enter a number that will represent the order in which the class will be displayed on reports.
> [!NOTE]
> The price class with the lowest value will be displayed in the first row of the price classes table in the [Customer price classes (AR208000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/customer-price-classes-ar208000/) window.
1. Click .
Related pages
Tasks
Windows
Edit or delete a customer price class
/visma-net-erp/help/customer-ledger/multiple-price-lists/price-list-maintenance/edit-or-delete-a-customer-price-class
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# Edit or delete a customer price class
1. Go to the [Customer price classes (AR208000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/customer-price-classes-ar208000/) window.
1. Select a row that you want to edit.
1. To edit a price class, double-click in the columns you want to change.
1. Make your changes.
1. Click .
To delete a row, select it, click  and then .
Related pages
Tasks
Windows
Maintain and review sales prices
/visma-net-erp/help/customer-ledger/multiple-price-lists/price-list-maintenance/maintain-and-review-sales-prices
section
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# Maintain and review sales prices
1. Go to the [Sales prices (AR202000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/sales-prices-ar202000/) window.
1. Go to the drop-down list, and select the **price type** you want to review the sales price information for.
1. Use the other fields to filter your item list.
> [!NOTE]
> If you leave them empty, you will get a list with the sales prices of the selected type for all items.
1. Optional: In the **Item class** field, select the item class for which you want to review sales price information. You can also click **Me** to filter on the prices you have entered as a price manager, or **My** to filter on the price work groups you belong to.
1. Manually define new prices for the items you wish to edit.
1. Click  in the table toolbar, to add a new item.
1. Fill in the information for the item.
1. Optional: You can define promotional prices by selecting the **Promotion** check box for the desired items. Enter the promotional price in the **Price** field and the period of the promotion in the **Effective date** and **Expiration date** fields.
1. Click .
> [!NOTE]
> To add the items and their prices to a price list, click **Create price worksheets**. This will open the Sales price worksheets window. For more information, see [About Sales price worksheets](/visma-net-erp/help/customer-ledger/multiple-price-lists/sales-price-worksheets/about-sales-price-worksheets/).
Related pages
Concepts
Tasks
Windows