Price Levels


The Price Levels profile list helps you set up and track discounts (reductions) and markups (increases) of your regular pricing for the goods and services you sell. With it, you can:

Just as with other profile lists, the list of current Price Levels is set to the left, with the actual fields on the right:

Note, that when setting discounts and markups, you have a special button that lets you determine how percentage increases and decreases are rounded off. To globally set your rounding preferences, simply click the toolbar button called Rounding Pref.

Types of Price Levels

Depending on the Type you've chosen, however, the rest of the tab will vary greatly. There are nine kinds of price level types:

How All Orders Applies Price Levels

When All Orders applies pricing to Items, it follows the following routine:

Working with the Price Levels fields

For example, if doing an across-the-board discount, you're likely to encounter only a few fields:

Just choose whether will increase or decrease, and by what percentage, and you're done. If, however, you're discounting certain products and not others, a much more complicated block of fields will appear:

You first need to select the item(s) to which you want to apply the special pricing by clicking to the left of item's name/number. A green checkbox will appear. For each item, you then need to specify the discount or markup that applies. This can be done in one of two ways:

  1. If you have an exact dollar figure in mind, just click once in the New Price field and enter an amount.


  2. If you prefer a percentage of the Standard Price, actual Cost, or Current Custom Price, just enter a percentage into the field marked "Adjust price of marked items to be..." and then specify Lower (for a discount) or Higher (for a markup). If you wish to round off the new prices, select the nearest unit of currency you wish to round to (cent, dime, dollar, etc.), and then choose a rounding direction (Up, Down, or Nearest). While rounding preferences can be set globally (see the Rounding Pref. button), these rules apply only to the current Price Level.

Each price level can also be assigned starting and ending dates. This allows the user to "set it and forget it." Say there is promotional pricing that will be giving for a specific month of the year. That price level can now be setup well in advance with the correct starting and ending dates preventing it from being used when it is not available.

Finally, a word about setting volume discounts. When you choose Volume Discount as your price level type, you'll provided a window that looks like this:

To fill it in, simply click in the first "From" field, and enter the minimum quantity for your first discounted pricing tier. Then enter a discount percentage. Repeat to fill in the rest of your pricing tiers. Note that the "To" fields will automatically fill themselves in as you go. You can remove a tier at any point by clicking its delete button (), and the previous tier's "To" field will self-adjust to take up the slack.

Once you've set up your tiers, click the Apply to Items button just below this table to select those Items to which you want to apply the volume discount.