• Section: Inventory
  • Last updated: June 20, 2019, 7:34 p.m.

Item Price Levels

AccountEdge has an item price level structure to provide item pricing by customer status and quantity sold. To configure and use price levels and quantity discounts in sales

  1. Name the Price Levels
    1. Select Lists > Custom Lists & Field Names > Price Levels
    2. Enter names for the price levels; these names will appear in the Selling Details of the ItemInformation window
    3. Click OK
  2. Specify Price Levels, Quantity Breaks, and Prices for Items
    1. Select Lists > Items to open the Items List window
    2. Select an item and click Edit
    3. Click the Selling Details tab
    4. In the level fields, indicate the selling price of this item
    5. If applicable, enter an over quantity value to expose the next set of pricing levels
    6. Continue to enter up to five quantity breaks and assign up to six price levels
  3. Assign Price Levels to Customers
    1. Select Lists > Cards > Customer Cards
    2. Select the Selling Details tab
    3. In the Item Price Level field, indicate the price level you wish to associate with this customer
    4. This price level and associated quantity breaks, if any, will be used to determine the item sale price for this customer

    Import Price Levels, Quantity Breaks and Prices

    Price Levels, Quantity Breaks and Prices can also be imported to set and update one or all the inventory items in one operation. During import, you can set AccountEdge to reject or update duplicate entries. The latter would be used to update items already existing in inventory. An item list can be exported to a comma-separated file, and imported into a spreadsheet for updates. The results can be exported to a comma-separated file and imported into AccountEdge to update the PriceLevels, Quantity Breaks and Prices.

    The following fields are available for these operations:

    Quantity Break 1
    Quantity Break 2
    Quantity Break 3
    Quantity Break 4
    Quantity Break 5
    Note: Quantity Break 1 is always 0, and 0 needs to be indicated for import.

    Price Level A, Qty Break 1Price Level A, Qty Break 2Price Level A, QtyBreak 3Price Level A, Qty Break 4Price Level A, Qty Break 5
    Price Level B, Qty Break 1Price Level B, Qty Break 2Price Level B, QtyBreak 3Price Level B, Qty Break 4Price Level B, Qty Break 5
    Price Level C, Qty Break 1Price Level C, Qty Break 2Price Level C, QtyBreak 3Price Level C, Qty Break 4Price Level C, Qty Break 5
    Price Level D, Qty Break 1Price Level D, Qty Break 2Price Level D, QtyBreak 3Price Level D, Qty Break 4Price Level D, Qty Break 5
    Price Level E, Qty Break 1Price Level E, Qty Break 2Price Level E, QtyBreak 3Price Level E, Qty Break 4Price Level E, Qty Break 5
    Price Level F, Qty Break 1Price Level F, Qty Break 2Price Level F, QtyBreak 3Price Level F, Qty Break 4Price Level F, Qty Break 5