IQstore Sales Order Price Adjustments
Price Adjustments on Sales Orders
Wholesale and Retail pricelists do not have any impact on Store Items. The cost and sell prices are set against the individual store items themselves.
On the Quote:
The markup control has been added to the pricing details for each Store Item on the quote.
This can be accessed by clicking the down arrow to the right of the item's quantity and price to expand the pricing details...
From the drop down, select the appropriate price adjustment type.
The markup control allows for either $ or % adjustments for Markup and Discount type adjustments.
Target also has $ and % with the addition of % GP (Gross Profit).
Target Per has only got $ field.
When making $ adjustments to the pricing…
When a % adjustment is made, only the option is offered.
A $ adjustment can be added to either the tax exclusive or the tax inclusive values
When a markup has been applied to a store item, it can be reset / removed by clicking the ‘X’ to the right of the price adjuster control.
If there is no markup this button does not show.
Changing the quantity, (either by adding more of this item to the cart or editing the item on the quote and changing the quantity) will remove all adjustments for that item.
After all adjustments have been made, the totals summary at the bottom of the quote screen will reflect the ‘Wholesale’ prices as well as the adjusted ‘Retail’ price.
The ‘Wholesale’ fields hold the system calculated price, based on the item, quantity and Customer.
Adjustments are made to the Markup field with the Retail field being the sum of both Wholesale and Markup.
On the Sales Order
After the quote has been accepted and the sales order created, the order can be edited from the grey Action Bar at the top of the screen.
With Calculate Charge enabled, the Target Price is hidden and IQ calculates the line price based on the products pricing for the selected customer.
(Note: this is the target price for the total quantity of this item. It is not a unit price)
This will generate a misc charge entry…
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