How NumberCruncher Applies Price Levels
Creating/Deleting/Modifying Price Levels
Importing QuickBooks Price Levels
NumberCruncher's Price Levels can be used to modify standard prices for items that are being placed on an order or shipped. Price Levels can be Added/Modified/Deleted from the Price Levels screen, which can be accessed from the Lists->Other Lists->Price Levels menu selection. There are six different types of Price Levels that can be created:
Company Wide - The Company Wide price level applies a specified discount to the price after all other price levels have been applied. Only one 'Company Wide' price level can exist.
Customer Discount - The Customer Discount applies a specific discount to the price after all item level price levels have been applied. The Customer Discount can be applied to all items standard prices for a specific customer. Once created, go to the Customers List to apply a customer discount to a specific customer.
Customer Markup - The Customer Markup is a markup % that can is applied to the cost of an item for a specific customer. Once created, go to the Customers List to apply a customer markup to a specific customer. Cost is usually the average cost although you can also use the purchase cost. Important - When determining cost NumberCruncher uses the type of cost being sent to QuickBooks. The current type of cost being sent to QuickBooks can be found under Preferences->Work Orders->Company Preferences. Furthermore, if the current cost being sent to QuickBooks is Purchase Cost, NumberCruncher uses the type of cost used for purchasing. The type of cost currently used for purchasing can be found under Preferences>PO/Rec->Company Preferences.
Customer Price - The Customer Price is a list of prices for all items for a specific customer. The Customer Price allows more flexibility than the Customer Markup or Customer Discount, as a specific price can be set for each item for a customer with the created price level. Once created, go to the Customers List to apply a customer price to a specific customer.
Item Markup - The Item Markup is a markup % that can is applied to the cost of specific items. Only one Item Markup price level could exist. Important - When determining cost NumberCruncher uses the type of cost being sent to QuickBooks. The current type of cost being sent to QuickBooks can be found under Preferences->Work Orders->Company Preferences. Furthermore, if the current cost being sent to QuickBooks is Purchase Cost, NumberCruncher uses the type of cost used for purchasing. The type of cost currently used for purchasing can be found under Preferences>PO/Rec->Company Preferences.
Volume Discount - The Volume Discount is a discount that can be applied to a subset of item's from the company's inventory. By specifying a quantity minimum and maximum, all items included in the Volume Discount that fall into one of the quantity ranges will receive the discount specified by the appropriate range. For example, a Volume Discount is created that specifies a discount of 10% for quantities from 10 to 15 and 20% for quantities from 16 to 20. If the item "Screw" is added to the new Volume Discount and 13 are shipped, that item may have a 10% discount applied to it. IMPORTANT - Each item in a company's inventory can only exist on a single price level at a time.
Prices set previously will not be affected by newly added price levels. An item's price on an order/transaction can always be changed from the price set by the system by manually editing it. Changing an item's quantity will reset the 'price per' to the price returned by the system.
When NumberCruncher applies pricing to items it follows the following routine:
Creating new price levels - New price levels can be created by opening the Price Levels screen from the Lists->Other Lists->Price Levels menu selection. The main list displays all of the current price levels and the type of price level each one is. To create a new price level click the New button. Enter the name to assign to the new price level in the Name field and choose a type of price level from the drop down list. Depending on the type of price level selected, the data box below will display new fields to modify the price level. For example, a Company Wide price level display a field to enter a percentage for a company wide discount. An Item Markup displays a list of items from the company inventory and a field to enter the markup percentage for each item. A Volume Discount will display a grid to enter quantity ranges and discounts for items that fall into that quantity range. Click the Apply to Items button to apply the discounts to items that are selected pop-up list. When satisfied click Apply to save the new price level. Click Cancel at any time to cancel the addition of the new price level.
Deleting price levels - Price levels can be deleted by highlighting the price level to delete on the price level list and clicking the Delete button.
Modifying price levels - Select the price level to modify on the list and the price levels info will display in the appropriate fields on the screen, just as they were displayed when the price level was created. Click Apply to save all changes made to the price level. Click Cancel to remove all changes.
Price levels can be imported from QuickBooks
Enterprise 5.0 or Premiere 2005 or greater by clicking the 
button. The same button will also update NumberCruncher's
imported price levels when they have changed in QuickBooks. The two type
of QuickBooks price levels are imported in different ways. Fixed
% Price Levels are imported as Customer Markups. As customer markups,
their markup percentages reflect the price level increase/decrease percentage
entered in QuickBooks. Per Item price levels are imported as Customer
Prices, with each item's price reflecting the price given to it in QuickBooks.
All modifications to price levels imported
from QuickBooks must be made in QuickBooks. To delete a price level it
must be deleted in QuickBooks as well. A price level that is set to in-active
in QuickBooks will not be imported in NumberCruncher. Fixed % price levels
that have markup percentages set to 0.0% will no not be imported either.
Once changes are made in QuickBooks make sure to synchronize the price
levels by clicking the button.
Click the Rounding Pref. button on the price levels screen to view the current company rounding preferences. Check or un-check the No Rounding checkbox to turn rounding on and off. Select the type of rounding that should occur (rounding up, down or to the nearest) and select the value NumberCruncher should round prices to. Select to Increase/Decrease prices by a specified amount by selecting Increase or Decrease from the drop down and specifying the amount to add. This Increase/Decrease will be performed after an applicable rounding takes place. For example, an item's price comes to $107.30 and the type of rounding is to the nearest, the round to is $10 and the drop-down is set to Increase and .99 is entered into the field to increase by. The item's price will first be round from $107.30 to $110.00 and will then be increased by $.99 for a total price of $110.99. Leave the field empty if you do not wish to Increase/Decrease an amount to prices.