Price List Manager

1What is this master? #

• One record per price list. Find (F2) loads one, Add (F3) creates, Modify (F4) edits, Save (F5) stores the header and every item row in one transaction.
• The name is the list's identity — it must be unique, and it is what voucher and scheme pick-lists show. Renaming carries the items with it.
• Is Active parks a list without deleting it; Remarks is free text.

2Step by step #

A price list gathers products and their proposed rates so a revision can be prepared, reviewed and applied as one batch.

1. Press Add (F3) and give the Price List Name — e.g. Sept 2026 revision .
2. Add the products and their new rates to the item rows, and the branches the list applies to.
3. Press Save (F5) to keep the working list; return to it any time by F2 .
4. When approved, use the page's apply action to push the rates onto the products.

3Item prices #

• Pick an item and type its Price — one price per item, so the same item cannot appear twice.
• Description, group, part number, make, category and tax fill themselves from the item master and are read-only here.
• Enter moves cell to cell; Enter or Tab off the last cell starts the next row. A blank row always waits at the end and is discarded if left untouched.

4Copy Price (bulk fill) #

• Tick items on the left, press Add ▸ to build the chosen list on the right, then choose where the prices come from.
• Options : <None> brings the items in at zero; Master Price copies a price type from the item master; Price List copies another list; the three Cost Sheet options take the last purchase / manufacture / sale cost sheet; Stock Value uses the current stock valuation.
• % Price Variation marks the copied price up or down — use a minus sign to reduce.
• If the list already has rows you choose Replace All or Keep & Add New (which skips items already listed).

5Branches & how vouchers use it #

• Applicable Branch List (ERP editions) limits which branches may use the list; leave it empty and every branch can.
• In a branch-scoped ERP company, price-list pick-lists only offer lists allocated to the current branch — so allocate the branch or the list will not appear there.
• To use a list on a voucher, set the voucher's Price Source to Price List and choose this list; scheme Copy Price can also read from it.

6Rules & integrity #

• The price list name must be unique — the save refuses "Duplicate price list name !" .
• Every item row needs an item; a blank one is rejected with "Item Name can't blank !" .
• Deleting a list deletes its item and branch rows with it. Deleting an item from the item master removes it from every price list automatically.

7Why is a pick-list empty? #

• Items — only active items shared with your branch appear; if the company restricts users to their allocated products, only your allocated items show.
• Use this price type to copy price — depends on the chosen source: price types come from the Price Category master, price lists from this master, cost-sheet columns are fixed.
• Applicable Branch List — branches come from the branch master and the block only appears in ERP editions.

8If something does not work #