You can increase or decrease the pricing information when you copy it by specifying a percentage or, if you have a multicurrency system, an exchange rate. This feature lets you quickly set up discounted price lists or price lists in another currency.
- If you calculate discount and markup amounts by percentages, these percentages are not affected by increases or decreases you specify when copying.
- Tax information is not affected by copying with an increase or decrease.
If you calculate prices based on costs, you must specify the exchange rate for converting costs from your functional currency to the currency of the target price list (the list to which you are copying item pricing).
You can specify the rate type, rate date, and exchange rate to use for cost conversion.
If you have a multicurrency system, you must specify the currency of the prices you are copying.
You can copy prices to a different currency in the same price list, specifying an exchange rate to convert prices from one currency to another. This is the simplest way to update prices in different currencies.
Specify a range of item numbers, category, item segments, vendor numbers, or optional fields whose pricing information will be copied to the target price list.
Specify the price list from and to which you are copying the prices. If you have a multicurrency system, you can copy to a different currency on the same price list.
You can increase or decrease the base rate, sale price, markup cost, and discount information (if calculated by amounts) by the percentage you specify.
- If you calculate discount and markup amounts by percentages, these percentages are not affected by increases or decreases you specify when copying.
- Tax information is not affected by copying with an increase or decrease.
If you have a multicurrency system, and are creating sets of prices in different currencies, you can apply the currency exchange rate as you copy the base rate, sale price, markup cost, and discount information (if calculated by amounts).
- If you calculate discount and markup amounts by percentages, these percentages are not affected by increases or decreases you specify when copying.
- Tax information is not affected by copying with an increase or decrease.
You can copy prices for all or a portion of the price list, selecting the range of prices by one of the following elements:
- Item numbers
- Item categories
- Item segments
- Vendor numbers
- Any optional field defined for Inventory Control items
Choose which pricing information you want copied to the target price list:
- Base Price. Select the Base Price option to copy the base price.
- Decimal Places. If you select the Base Price option, select the number of decimal places to use when displaying or printing the base and sale prices.
- Sale Price. Select the Sale Price option to copy the sale price.
- Sale Starts/Ends. If you select the Sale Price option, select the first and last dates from the drop-down calendar for a sale period during which sale prices apply.
- Markup Cost. Select the Markup Cost option to copy the markup cost.
- Markup Factor. To select the Markup Cost option, enter the number by which to multiply the markup costs to calculate the selling prices for items on the new price list.
- Discount/Markup
Information. Select the Discount/Markup
Information option to copy the item's discount or markup information that
is specified on the Discounts tab of the Item Pricing screen.
If you specify discounts or markups by percentage, this information is unaffected by increases or decreases when copying.
- Price
Check Information. Select the Price Check
Information option to copy the price check information that is specified
on the Price Check tab of the Item Pricing screen. Price check information
includes item and employee-specific rules for checking price override
amounts entered in Order Entry.
Note: Price checks are available only in Sage 300 Premium.
-
Tax Information. Select the Tax Information option to copy the item's tax information that is specified on the Taxes tab of the Item Pricing screen.
The tax information may not be valid in the target price list if you are copying between currencies. Tax information is unaffected by increases or decreases when copying.
Overview
Use the I/C Copy Item Pricing screen to:
- Copy the contents of one price list to create a new price list and, if you wish, specify a percentage increase or decrease in the base price, sale price, markup cost and discount pricing (if specified by amounts).
- Copy the prices in one currency to another currency on the same price list to create a new set of prices—adjusting prices using current exchange rates.
Tip: The Copy Item Pricing screen copies pricing information, adding items to a new or existing price list. To update item prices on an existing price list, use the I/C Update Item Pricing Screen.
Multicurrency Ledgers
If you have a multicurrency system, you can include prices in different currencies for items on the same price list.
Use the Item Pricing screen to set up the price list in one currency, then use Copy Item Pricing to create prices in other currencies for the items.