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 |
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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. |
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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. |
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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. |
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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.