A price list is a list of price for the goods or services offered by a company for sale.
Working with Price List in RealBooks
- Creating of Price List
- To Change the Version
- To Copy Any Price List In Another Segment
- Editing of Price List
- Deleting of Price List
Creating of Price List
STEP 1: Go to Masters ⇒ Inventory ⇒ Price List ⇒ Create
STEP 2: Once you click on Create, Price List Entry page will appear.
STEP 3: Under Price Level provide a name for the price list that has to be created. Once you click on the pencil icon, a pop up will appear on the screen, where you can provide the Price List name.
Once you confirm, the Price List name will be saved.
Now fill in the other details –
Date- Provide the date from when the price list will be applicable for it’s items.
Type- The user can create any item by it’s: a)Name, b)Code, or c)Bar Code.
Item – Search item Name / Code / Bar Code as per the type.
From Quantity- Provide the quantity from when the price will be effective.
To Quantity- Provide the quantity up to when the price will be effective.
Exclude Tax- If “Yes” then GST will compute on item rate, if it is “No” then GST will be included in the item rate.
Rate- Rate of the item.
Discount- Discount % on the item.
STEP 4: Click on Save to create a Price List.
To Change The Version
STEP 1: Click on the version option.
STEP 2: As you click on it, the Price List Edit page will appear.
STEP 3: Type “All” in the search bar and click on Go to get the entries.
STEP 4: Once you have edited the version and the date. For example-
STEP 5: Now click on save.
To Copy Any Price List In Another Segment
STEP 1: Click on the Copy option.
STEP 2: Once you click on it, the Price List Edit page will appear.
STEP 3: Type “All” in the search bar and click on Go to get the entries.
STEP 4: Provide the Price Level name, select the date and segment, where you want to copy the Price List.
STEP 5: Once you have updated, click on Save.
Editing of Price List
STEP 1: Go to Masters ⇒ Inventory ⇒ Price List ⇒ Edit
STEP 2: Once you click on Edit, Price List edit page will appear.
STEP 3: Click on the pencil icon.
STEP 4: Once you click on it, the Price List Edit page will appear.
STEP 5: Type “All” in the search bar and click on Go to get the entries.
STEP 6: Once you have updated, click on save.
Deleting of Price List
STEP 1: Go to Masters ⇒ Inventory ⇒ Price List ⇒ Edit
STEP 2: Once you click on Edit, Price List edit page will appear.Click on the cross icon.
STEP 3: As you click on the cross icon, a confirmation message will pop on the screen.
STEP 4: Once you confirm, the Price List will be deleted.