Item Prices / Rates

Any number of Unit/Prices can be set up against an item as default Unit/Prices for the Autocalc function.  However any Unit/Price can be manually selected via the Unit dropdown in the Invoice screen as required.

Firstly you need to set up your Selling Units via Setup > Item Related > Selling Units.  See the Selling Units help doc for details on setting up Selling Units.

How to add Unit/Prices to an Item setup

  1. From the main menu strip at the top, go to Setup > Items.
  2. Click a particular item you wish to add Unit/Prices to. This will open the Item details screen.
  3. Click the Rates/Prices tab.
  4. Click in the Unit cell in the grid and select a Unit.  Start with entering the shortest time span unit then work through to the longest. e.g. Each, 1/2 Day, Day, Week, etc.
  5. The Tax column will be set to the Default Tax Code, however this can be changed if required.
  6. Enter the Sell Ex or the Sell Inc, and the tax will be calculated automatically.
  7. Scroll down and click Save Changes when done.

When you select an item in a Sales record (Booking/Invoice etc) the Unit/Prices you have set up against the item will be used for the auto calculation (or to select from manually from a popup if you prefer).


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