Sales types are the broad categories which sales fall under, they should not be confused with stock categories. They are arbitrary headings for the different pricing arrangements applicable to each type of customer. For example the fashion house might have sales types for:
Inventory categories by contrast refer to the type of garment sold. Each customer is defined as belonging to a specific sales type. A sales type could also be used for groupings of customers. Price lists are held against sales types so all customers defined as belonging to the sales type will be on the same pricing.
Pricing can be set up for each stock item by sales type (and currency), e.g. stock sales would attract a premium for the cost of the increased working capital required or perhaps a discount reflecting the scale of purchasing allowed on volume lines. Sales types for retail, wholesale, trade, special may also be appropriate in other types of business.
New sales types/price lists can be added and existing ones amended from setup tab, "Sales Type Maintenance"
This is a 2 character code which is stored against the customer to define the sales type applicable to the customer. It must be unique across all sales types. When entering orders the customer sales type is the key, together with the customer's currency that determines the price list to use.
20 characters of text are allowed to describe the sales type. This field is used to describe the sales type / price list applicable to the customer.
This script helps you by printing prices of inventory items by inventory categories. Enter the following information to run it:
After clicking the "Print PDF" button, the report is generated with prices of selected items sorted by:
The paper size of the report is taken from user's default settings (set up in User Settings). If you want to change this set up, after saving, logout and login for the changes to take place.
For "Customer Special Prices Only" (Price Listing Type option), the portrait orientation has an insufficient width. You should use the landscape orientation.