View source | Discuss this page | Page history | Printable version   

ERP 2.50:Configuration Manual/Pricing

ERP 2.50:Configuration Manual

Index

Contents

Pricing Concepts

There are three types of price list in Openbravo ERP.

Types of pricing

There are three types of prices that you can apply to a product category or an individual product:



Setting up a price list schema

  1. Log into Openbravo ERP with a client admin role.
  2. From the Application menu, select Master Data Management > Pricing > Price List Schema.
  3. Click New.
  4. From the Organization menu, select the organization that the price list schema will apply to. Alternatively, select * to apply the schema across all organizations within the client.
  5. In the Description field, type a brief description of the price list schema if required.
  6. Click Save.
  7. Select the Lines tab.
  8. Click New.
  9. From the Organization list, select the organization to which the new line applies.
  10. From the Conversion rate type list, select a conversion type. You can choose from:
    • Average
    • Company
    • Fixed
    • Manual rate
    • None
    • Period end
    • Spot
    • User type
  11. If the price is applicable to a particular business partner, select it from the Business Partner field.
  12. If the price is applicable to a particular product category, select it from the Product Category field.
  13. If the price is applicable to a particular product, select it from the Product field.
  14. From the Base List Price field, select the starting point for the price before any subsequent discount is applied. The options that appear depend on the option you select. You can choose from:
  15. In the Min. List Price Margin field, type the minimum margin that is acceptable for the price. The item cannot be sold at less than this margin.

Setting up a price list

  1. Log into Openbravo ERP with a client admin role.
  2. From the Application menu, select Master Data Mangement > Pricing > Price List.
  3. From the Organization list, select the price list will apply to. Alternatively, to make the price list applicable across all organizations, select *.
  4. In the Name box, type the name of the pricelist.
  5. In the Description box, type a brief description of the price list if required.
  6. To set the price list as the default, select the Default checkbox.
  7. From the Currency list, select the currency of the price list.
  8. If the price list is for sales, select the Sales checkbox.
  9. To enforce the price limit so that goods cannot be sold for less than the specified minimum, select Enforce Price Limit.
  10. To price products inclusive of tax, select Price Includes Tax.
  11. Click Save.

Adding products and prices to the price list

  1. Click Lines.
  2. From the Application menu, select Master Data Management > Pricing > Price List Schema.
  3. In Grid view, select the schema you want to work with.
  4. Select the Lines tab.
  5. From the Conversion Type list, select a conversion type.
  6. If the product is connected to a particular business partner, select it from the list.
  7. If the product belongs to a product category, select it from the Product Category list.
  8. From the Product list, select the product you want to add to the price list schema.
  9. Fill in the Amount section as follows:



ERP 2.50:Configuration Manual/Setting up products

Retrieved from "http://wiki.openbravo.com/wiki/ERP_2.50:Configuration_Manual/Pricing"

This page has been accessed 13,703 times. This page was last modified on 14 June 2011, at 11:03. Content is available under Creative Commons Attribution-ShareAlike 2.5 Spain License.