Supplier Price List

Once you open the Supplier Price List under Purchase, a list will be displayed on the screen.

Create Supplier Price List

To create a supplier price list, proceed with the following steps:

1. Navigate to Purchase / Supplier Price List.
2. Click “Create” (Top right corner)
3. Insert the following information in the fields below:

Supplier Price List Info

• Name (Required: Enter a unique and descriptive name for this supplier price list)
• Supplier (Required: Select the specific supplier associated with this price list.)
  • This links the price list directly to the relevant supplier in your system.
• Description (Optional: Provide a brief description of the price list's content)
• Notes (Optional: Use this field for any additional notes relevant to this specific price list)
• Attachments (Optional: Upload any relevant documents related to the price list)

Items Table

To add items to the supplier price list you’re creating, proceed with the following steps:

• Click the “Add Entry” button (Located above the items table)
• The following information should be inserted:
  • Item (Required: Select the specific item that you want to include in this price list)
  • Supplier Item Name (Optional: Enter the unique name of the item as it is referred to by the supplier)
  • Supplier Item Code (Optional: Input the unique code that the supplier uses to identify this specific item)
  • Unit of Measure (Required: Choose the Unit of Measure (UOM) relevant to how this item's price is quoted and managed)
  • Quantity (Required: Input the quantity of items)
  • Unit Price (Optional: Enter the item's unit price based on supplier's currency)
  • Start Date (Optional: Indicate the date from which this specific item's pricing, discounts, and any other associated terms on the supplier price list become valid and effective.)
  • End Date (Optional: Indicate the date on which this specific item's pricing, discounts, and any other associated terms on the supplier price list expire or cease to be valid.)
  • Discount (Optional: Enter any specific discount percentage offered by the supplier for this item)
  • Taxes (Optional: Select the applicable tax)
  • Actions:
    • Delete Item Entry (Click on the “Delete” icon to delete the item entry, located at the right end of the row)
    • Reset all entries (Click on the “Reset” icon to remove all entries, located next to the “Add Item” button)

4. Click “Save” once all necessary information has been inserted

Edit Supplier Price List

To edit an existing supplier price list, proceed with the following steps:

1. Navigate to Purchase / Supplier Price List.

2. To access and edit the desired supplier price list, choose one of the following methods:

   • Click on the desired supplier price list, then click the “Edit” button located at the top right corner of the screen.
   • Right-click on the desired supplier price list and click “Edit”.

3. Once in edit mode, you can modify the information for this supplier price list

   • For detailed explanations for any field , please refer to the "Supplier Price List Info.

     • General Information (Name, Supplier, Description, Notes, and Attachments)
     • Items Information (Item, Unit of Measure, Quantity, Discount, Taxes, Date...)

     Note!

     Within the Items Table, you can add new items, modify existing item details, or remove items from the list.

   • Actions:

     • Delete Item Entry (Click on the “Delete” icon to delete the item entry, located at the right end of the row)
     • Reset all entries (Click on the “Reset” icon to remove all entries, located next to the “Add Item” button)

4. Click “Save” once all necessary information has been inserted

View Supplier Price List

To view the detailed information of a supplier price list, follow these steps:

1. Navigate to Purchase / Supplier Price List.

2. Choose one of the following methods to view the desired supplier price list:

   • Click on the desired supplier price list to view.
   • Right-click on the desired supplier price list, then click “View” from the context menu.

   Upon performing either of these actions, the detailed information for the selected supplier price list will be displayed on your screen.

Delete Supplier Price List

To delete a supplier price list, proceed with the following steps:

1. Navigate to Purchase / Supplier Price List.

2. Right-click one the desired price list and select "Delete”.

3. Upon selecting delete, a confirmation pop-up will appear to ensure the action is intentional. Click “Confirm” to continue.

   Warning!

   Executing this action will permanently remove the supplier price list.

To access detailed instructions on common system actions, please refer to the following resource: "Common Actions"