ERP 2.50:Configuration Manual/Pricing

ERP 2.50:Configuration Manual

Index

Pricing Concepts

There are three types of price list in Openbravo ERP.

Price list schema
The price list schema is the overall system of pricing for your organization and can specify discounts for products, product categories, business partners, business partner categories etc.
Price list
The price list is a further refinement of the price list schema which you can apply to particular situations or markets.
Price list version
The price list version is a specific version of an individual price list. Working with price list versions enables you to create even more specific price lists, for example for specific customers, or for a limited time period such as an end-of-season sale. Price list versions are time-bound so remain valid only within the dates you specify. When you are creating an order, Openbravo ERP checks the version of the price list associated with the product.

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

Base list price: the base list price is the price of an item published to customers, for example in a catalog.
Standard base price: the standard base price is the price usually charged to the customer.
Base limit price: the base limit price is the lowest price that you can charge for an item without incurring a loss.

Log into Openbravo ERP with a client admin role.
From the Application menu, select Master Data Management > Pricing > Price List Schema.
Click New.
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.
In the Description field, type a brief description of the price list schema if required.
Click Save.
Select the Lines tab.
Click New.
From the Organization list, select the organization to which the new line applies.
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
If the price is applicable to a particular business partner, select it from the Business Partner field.
If the price is applicable to a particular product category, select it from the Product Category field.
If the price is applicable to a particular product, select it from the Product field.
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:
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.

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

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

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ERP 2.50:Configuration Manual/Setting up products

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