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Price List Management

You can now manage price lists in your Inventory module. You can use price lists to give discounts to your customers.

Configure Price Lists

You must first create your price lists in Alice POS configurations.

For more information on the configurations of the Inventory module, please refer to the following article.

  • Go to Configurations
  • In the Inventory tab
  • Press the Price List button
  • In the Price List window, you can do the following:
    • Create a new price list
    • Clone an existing price list
    • Delete a price list
  • For each price list, several options are available
    • List type :
      • No category: You will have to manually put products in your price list
      • Apply to all categories: Apply the discount to all your products in all your categories
      • Apply to selected categories: Apply the discount to your products in the categories you have selected
    • Application option :
      • Action :
        • Action on the selling price : Applies when a product is sold
          • Discount (%): allows you to apply a discount to your product to determine the selling price
          • Cost + %: Allows you to apply a percentage amount to the cost of your product to determine the selling price
          • Cost + $: Allows you to apply a dollar amount to the cost of your product to determine the selling price
        • Action on the purchase price: Applies when purchasing a product in Invoice
          • Bonus (%): Applies a bonus to the used purchase price of the product
          • Fixed Price + $: Sets the purchase price of the used product to a dollar amount
      • Value: You must enter the value of the discount you will give to your customers
      • Category: Allows you to determine the categories for which you want the price list to apply
      • Application Zone: Lets you determine whether this price list applies to you based on your zone. Members of a network that are in different zones will not have the same price lists activated on their system
      • Active period:
        • Start date and End date: to determine the date range where your price list will be active

Don’t forget to do the translations using the Globe icon.You will help members of your network who work in another language.

Inventory Module

In the Inventory module, you will see tabs displayed in the Inventory and Catalog lists.

The tabs allow you to quickly see the products in your price list as well as the price your customer will pay when buying the product.

A first step you will need to take is to configure your price lists, either via Configuration, using the options by category or the entire inventory, or via the Inventory module in your list.

To add a product to a price list:

  • In the Inventory module, make sure you are in the Catalog and that the General List tab is active
  • Find your product and double-click on it to open it
  • Go to the Price List tab. You will see the list of Price Lists available in your system
  • To add your product to a price list, you must check the Associate box and then enter the new amount your customer will have to pay

Contact/Co. Module

Once your price list is set up, you must go to your Contact/Co. module and assign a price list to your customers.

It should be noted that by default, all contacts are linked to the General List. You can change the list only for your customers with whom you have agreed a discount.

To assign a price list to a customer:

  • In the Contact/Co. module, find your contact
  • Open your contact’s file. A new field has been added to define whether your customer should benefit from the general price list or whether you want to assign him a configured price list
  • Once a Price List is assigned, the prices will be automatically modified in your customer’s invoice

With the Price List feature, unlike the Promotion feature, it won’t displayed on the invoice.

Invoice Module

When your customer comes in to purchase items related to a price list, Alice will adjust the price based on the price from your customer’s price list.

  • In the Invoice module, bring your customer to the invoice.
  • Scan your products or search using the search bar to bring your products into your invoice.
  • Once your product is included in the invoice, it will automatically be displayed at the price agreed with your customer.

Promotion on price lists

It is possible to make spontaneous promotions on a specific price list or on the entire inventory.

To activate a promotion on a price list:

  • From the Tools menu, select Promotion…
  • In the promotion window, start by choosing Price list in Promotion type. For more information on creating a promotion, please see the following article.
  • Use the + to add a promotion
  • You must name your promotion and, if necessary, determine a period when the promotion will be active. Click Ok to save your changes
  • Once your promotion has been created, all you have to do is add the products or categories for which the promotion will apply
  • Once your promotion is activated, all you have to do is test it.
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