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Creating & Implementing Price Lists v2015

Price lists can be used to discount items in the system.  The highest price charged for inventory should be the price indicated on the product card.  For any other sale prices that are not promotions, price lists are appropriate.

This feature is not available on free plans.
Prices for price lists can be imported to ERPLY in versions 2013 or later.

Multiple price lists can be created in ERPLY and implemented by:

  • Location
  • Customer Group (valued, senior citizen etc.),
  • Individual customers
  • Time periods (weekend sale, Black Friday price list etc.)

Creating a new Price list:

To create a new Price List, navigate to ‘Price Lists’ located in the PIM module.


PIM Price list

Once open, click NEW to create a new price list:

PL main

Fill necessary fields. You can add a start/end date to the Price List. For the price list to exist indefinitely, leave the “end date” blank.

To activate the price list, check the ‘Active’ box below the price list’s name.

active

After saving, new tabs will appear below.

Special Prices

Price lists can be created on Product or Product group basis. Choose the appropriate tab to begin creating the price list:

add group

Definitions of each tab:

Discounts to Product Groups: This allows  to give a percentage discount to entire product groups, NOT specific items. For more specific price list creation use “Products with special prices”

  • More than one product group can be added to this price list
  • You can only define discounts by % this way

 

Products with Special Prices: This tab allows for most flexibility, discounts can be created on product specific basis, or by adding entire product groups.

By adding by product, you can define pricing by product line (dollar amount or % discounted)

To add products, click ‘Add Items’ in the bottom bar.

add items

If this bar is not shown, click the yellow button on the bottom left hand corner of the screen.

This will open a menu labeled ‘Add items to price list.’ Here, you can add items individually, by group, category, brand or supplier. Once added, you can edit by ‘new price’ or ‘Discount %.’

Add products edits

Once all items are in with newly generated pricing, click save.

Your price list is now complete. The next step is to associate this price list.
This can be done four ways:

1) Specific Location

2) Specific Customer Group (valued customers etc.)

3) Specific Customer

4) Specific time periods (weekend sale, Black Friday price list etc.)

 

Associating a price list to a specific Location

Navigate to ‘Locations’ located in the RETAIL CHAIN Module.

retail location

Choose the location you would like to associate the Price List with. After opening a location to edit, on the right hand side there will be a column labeled ‘Store Price Lists.’ Here you can add up to five price lists. From Price list 1 drop down, choose the appropriate price list to be associated and save.

location assoc

The price list is now set to be utilized.

 

Associating the price list with a Customer Group

Navigate to ‘Edit Customer Groups’ located under the SETTINGS module.

Screen Shot 2015-11-30 at 10.54.39 AM

Here you can create new Customer Groups and edit existing ones. For a full guide on setting up Customer Groups, click here.

Once created, you can associate a price list by right clicking the Customer Group and selecting ‘Edit.’

Edit Cust Group

This will open the Customer Group Card. Select the price list from the dropdown menu.

Cust Group Assoc

Customers associated with this Customer group will have this price list applied.

Associate a Price list to a Specific Customer

Search for the customer you’d like to add a price list. You can do this in the CUSTOMERS module drop down menu by clicking ‘Find Customer’ and then hitting enter to search.

Screen Shot 2015-11-30 at 10.58.39 AM

Once the Customer Card is open, in the gray column on the left hand side, scroll down to ‘Price Lists.’ Select the appropriate price list from the dropdown menu and save.

Cust Assoc

This customer will now have the price list associated with them.

 

Associated Price List with Specific Time Period

All price lists may use active/end times, no matter how they are applied. If a price list is applied to a customer group, customer, or location, but it is outside of the time specified, it will not apply.

For this type of Price list, you must specify an end date on the price list card.

Screen Shot 2015-11-30 at 11.00.59 AM

You can later associate this price list with a Location, Customer, or Customer group.

If the store has a specific price list in place, put this ‘time period’ price list below the stores price list that is already in place.

POS will always choose the price list that gives lowest price of a product.

Example:
Price list 1: Tennis Shoes = $100

Price list 2: Tennis Shoes = $80

POS will override Price list 1 and choose Price list 2 with lowest price of product.