Reporting on prices and discounts

Now you've set up all prices and discounts, how do you find out which price a customer is being charged, which price a stock item sold for, or which discounts are offered?

You can find out about your prices and discounts using enquiries and reports.

Enquiries

For the enquiries, the data can be sorted and filtered by columns, printed, and exported to an Excel spreadsheet. Use the column selector to add and remove columns as required.

Enquiry	Description
Customer prices	This shows the price that each customer is charged for each item and which price list it comes from. Select a customer from the top section and the price for each item is displayed in the lower section. You can add columns to show the number of items on order for that customer or more details from the customer account such as the account balance or analysis codes.
Customer discounts	This shows the discounts set for each customer. Select a customer from the top section and then choose which discount is displayed in the lower section. You can also see any invoice and line discounts set for the customer. You can add columns to show the number of items on order for that customer or more details from the customer account such as the account balance or analysis codes.
Stock item prices	This shows you all the prices charged per stock item and the price band it comes from. Select a stock item from the top section and the prices are displayed in the lower section. You can add columns to show information such as the quantity on order, the quantity and value bought this period and additional details about the stock item.
Stock Item discounts	This shows you all the discounts available per stock item. Select an item from the top section and then choose which discount is displayed in the lower section. You can add columns to show information such as the quantity on order, the quantity and value bought this period and additional details about the stock item.

Reports

There are a variety of report available that you can use to report on your prices and discounts.

You can run these report from the Reports section on the Price Book List , or from the Price Book > Reports section of the menu.

By customer

Report	Description
Customer Price bands	Details about each price band and a list of the customers that use it.
Customer prices and discounts	For each customer: shows whether a discount is in use or the discount group (if using), the invoice and order value discount, the line discount and invoice discount.
Price bands by customer	Shows the price band each customer is linked to.
Customer product group discounts	Shows the details of the product group discounts per customer.
Customer item discounts	Shows the details of the stock item discounts per customer.
Customer invoice and order value discounts	Shows the details of each value discount and the customers that use it.
Customer discount groups	Shows the discount group and a list of the customers that belong to that discount group.

By price and discount

Report	Description
Price lists	Shows the price of each item by price band, converted into your base currency.
Item prices and price bands	Shows the price of each item by price band.
Item discounts	Shows the discounts set for each item by product group.
Items priced using markup	Shows the product groups that use markup prices.
Product group discounts	Shows the details of each product group discount.
Invoice and Order value discounts	Shows the details of each invoice and order value discount.