As you are creating a new product, you will be prompted for a purchase price, a wholesale price and a recommended retail price. This is done directly in the new product form (or editing form).
Wholesale Price (WP) and Retail Price (RRP) are the prices used when creating Estimates, Sales Orders and Invoices. You can assign a price level to each of your customers directly in the customer profile (Menu Contacts > Customers).
Purchase price (PP) is the default price being used when creating a Purchase Order.
In addition to these product prices, erplain lets you create price rules or advanced pricing. These rules only apply when you are creating sales documents in erplain.
Advanced Prices / Price Rules
To create and manage advanced prices or price rules, open the Advanced prices menu: Products & Services > Advanced prices:
On this page, you will see all the existing price rules that you created for all your products:
To create a new Advanced price, click on 'Create and Advanced price':
- Select the variants (products) to apply the Advanced price to
- Choose a name for this Advanced price
- Select the Price level that will trigger this rule. Wholesale and Retail Price levels will apply to your Sales documents, Purchase price will apply to your Purchase orders.
- Select the price type: Set or Calculated
Set will replace the selected price by a set amount: $35 for example
Calculated will calculate a new price based on a formula
- Select the conditions (if any) that will trigger this price rule
Don't forget to Save:
In this example, we are creating a new price that will be triggered for all products variants, discounting the Wholesale price by 20% for customers with the Tag: 'Disti'.
Please note that your price rules will be triggered in the order of priority in which they were created. Only one rule can be triggered at the same time.
You can find more detailed examples about setting up price rules specific to your customers on our blog.