Price book settings
Use the Price Book settings to choose the types of price lists (bands) and discounts you want to use.
To make setting up your prices and discounts easier, we recommend that you disable the options that you're not going to use.
Before you begin, you should have some idea how you want to use selling prices and discounts, so we recommend looking at Setting up your selling prices and Setting your discounts.
By default all Discounts options are selected (turned on) when you open Sage 200 for the first time. If you are upgrading from a previous version of Sage 200, you won't lose any of the details which you had set up for price bands or discount groups in the earlier version.
If an option is selected, you may not be able to turn it off if you still have related price bands or discounts in Sage 200. You will have to delete the associated price bands or discounts first, before you can turn off the setting. Once you turn off a setting, you won't be able to open the screens related to that setting.
Note: The View Price Book Settings option allows you to see the Price Book settings without changing them.
Enter price book settings
Open: Price Book > Utilities > Price Book Settings.
Open: Price Book > Utilities > View Price Book Settings.
Note: All of these options are selected (turned on) when you start using Sage 200 for the first time.
Limited price bands allow you to set a special price for stock items and choose which customers receive them. You can also set time limits and choose whether the prices are currently in use.
When you add a new price band from the Maintain Price Bands screen, you will be able to select Limited as the price band Type.
Note: Limited price bands take precedence over universal price bands when applying prices and discounts to orders and invoices.
Removes the option to select a Limited price band Type when you add a new price band.
You can't turn this off if you've already set up limited price bands. To turn this setting off, you'll first need to delete the limited price bands from the Maintain Price Bands screen.
Allows you set discounts for individual stock items. Allows you to access the Discounts for stock item screen.
- You can create more than one discount for each stock item.
- You can set the discounts as a percentage (%), an amount, or a special price.
- Before you can use the discount, it must be linked to either a customer account or customer discount group.
Allows you to access to set discounts per product group (on the Discounts for Product group screen).
The discounts are applied to all stock items in the product group.
Consider using these if all products of the same type have the same discounts.
- You can create more than one discount for each stock item.
- You can set the discounts as a percentage (%).
- Before you can use the discount, it must be linked to either a customer account or customer discount group.
To use this, you must also have selected Use stock item discounts or Use product group discounts.
Allows you to set discounts based on the quantity of a stock item is ordered, and can be set for individual stock items or product groups.
This adds options for Quantity break discounts, when you add a discount from the Discounts for Stock Item or Discounts for Product group screens.
- You can create more than one quantity based discount for each stock item or product group.
- You can specify the number of items that need to be ordered to qualify for the discount.
- You can set the discounts as a percentage (%) for stock item or product group discounts. For stock item discounts, you can also set the discount as an amount or a special price.
- You can also set a quantity break as a surcharge instead of a discount.
- All discounts must be linked to a customer discount group before they can be used.
To use this, you must also have selected Use stock item discounts or Use product group discounts.
Allows you to create discounts for groups of customers rather than individual customers. You add the customers to the group and apply the discount to all the customers in the group.
- Once turned on, you have to use customer discount groups for all customers. You can't link discounts to individual customers.
- A customer can only belong to one discount group.
- Once a customer is added to a new discount group, they're automatically removed from an existing one (if applicable).
- Before you can delete a discount group, you must remove all the customers from the group first.
Clear this if you want to add discounts to customers individually.
This is selected by default. If you clear this setting, you'll have to delete your customer discount groups first.
If you turn this on after using individual customer discounts, a new discount group will be created for every customer with a linked discount. This is so your existing discounts are not lost.
If you're upgrading from an earlier version of Sage 200, customer discount groups were mandatory. If you want to change to using individual customer discounts, you'll need to:
- Remove all customers from the discount group.
- Delete the discount group.
- Set up individual customer discounts.
Allows you to create discounts for customers based on the value of a sales order or invoice. This is the total net value of the order or invoice after any stock item or line discounts have been taken into account.
- The total net value of an order or invoice must be more than the amount specified for the discount to be applied.
- The net value of the order or invoice is used to determine whether a discount should be applied.
- If the order qualifies for an order or invoice value discount, you can choose whether to apply it when you save the order or invoice.