Acctivate can accommodate complex pricing structures that consider the quantity ordered, date the products are ordered, the customer's default price code, customer specific pricing and more. You may need to be able to quickly determine the price that applies to a customer without creating a Sales Quote or Sales Order. The Price Check gives you the ability to enter in some data and generate a sales price.
A price check is only used to assist in computing the price a customer would pay based on the existing pricing rules in effect. There is no way to save a Price Check or convert it into a Sales Quote or Sales Order.
Perform a Price Check
The Price Check window can be accessed from the Sales menu:
- Select Price Check from the Sales menu at the top of Acctivate.
- Click New in the window that appears.
- Type in or lookup a Customer.
- Optionally, select a pricing Contract.
- Enter or lookup the Product ID. Enter the Quantity ordered.
Depending on your pricing structure, you may need to set or modify other fields in order to generate the correct price. For example, if your pricing is cost based, changing the W/H could result in a different price calculation. Likewise, changing the quantity or price unit (Pr Cd) can result in a new calculation.
Tax is not factored into the prices displayed.
Price Check Fields
|Field||Field Type/ Length||Definition|
|Customer||Text / 41 Characters||Required. Use the Magnifying Glass to lookup and select a customer.|
|Company||Text||Displays the company name.|
|Phone||Text||Displays the company phone number.|
|Bill to Address||Text||Displays the bill to address.|
|Contract||List||You can select a customer pricing contract.|
|Price Code||Text||Displays the customer's Default Price Code.|
|Invoice Discount %||Numeric||Displays the customers Default invoice discount percentage.|
|Terms||Text||Displays the customer's default terms code.|
|Product ID||Text / 159 Characters||Use the ... lookup button to open the product lookup window, or type in the Product ID.|
|W/H||List||Some price types are cost based and costing is calculated at the warehouse level, so changing the warehouse can impact the price.|
|Description||Text / 4095 characters||The product's description.|
|Quantity||Numeric||The quantity of the product that would be ordered. Acctivate supports quantity based pricing, so ensure this quantity is correct.|
|Unit||Text||This will default to the stocking unit.|
|Pr Cd||List||The price code will default based on the pricing rules assigned to the customer, however you can manually override this if you wish.|
|Price||Numeric||The price will be calculated based on the customer's pricing rules and information provided. You can manually override this price if necessary.|
|Unit||List||This is the price unit. This can be changed as necessary.|
|Disc||Numeric||The line level discount percentage. E.g. 10 is interpreted as a 10% discount off of the line amount.|
|Weight||Numeric||The weight of a stocking unit.|
|Length||Numeric||The length of a stocking unit.|