Customer price lists

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Customer price lists allow you to create special prices and discounts for customers. Go to Lager/Maintenance/Customer price lists to create customer price lists. A customer price list can be selected on the debitor card or debitor group and the customer will be assigned prices from the selected customer price list upon sale. The customer price list can also be selected directly on the sales order, which then determines which prices are used for the individual customer. Customer price lists can also be used for projects. See example here... ATTENTION! If price lists are to be edited in Excel or exported and imported, the Row number field must be included in Excel. The row number is the unique key when importing a price list edited in Excel. Similarly, these 3 fields Price, DB and DG-% cannot be imported simultaneously, as all 3 change the price. Since the DG-% field is at the end of the row, it is the one that creates the price. ATTENTION! If a price list is to be used on a bill of materials, the price list should not be filled in with quantities, and the bill of materials itself must be unfolded when selling.

Hierarchy for customer price lists

The hierarchy for which customer price list is used for selection is:
  • Sales order
  • The debit card
  • Debitor group
  Many combinations of prices can be created:
  • Version-91.11 Best price
  • Rounding up prices
  • Prices incl. VAT
  • Campaign periods
  • Fixed coverage ratio - selling price is calculated based on the applicable cost price
  • Price depending on quantity
  • Special price per item per customer
  • Special price per product group
  • Special price per debtor group
  • Special price per item/vendor group
  • Prices in standard currency
  • Discount groups, read more here...

Add price list

To add a price list:
  • Click 'Add price list'.
  • The fields are filled directly on the line.
  • When editing, also write directly on the line.
  • Click 'Save' to save.
  • The prices of the different items must be filled in on the price list lines by clicking the 'Prices' button.

Copying the customer price list

To copy customer price lists with content, use the following steps:
  1. Create the new customer price list
  2. Open the customer price list you want to copy from
  3. Select all lines (Ctrl+A)
  4. Copy the selected lines (Ctrl+C)
  5. Open the new customer price list
  6. Insert the lines (Ctrl+V)

Description of fields on price lists

Field name Field Description
Memo A note can be created on the price list.
Attachment A document can be attached to the price list.
Price list/Name The name of the price list
Valid from When is the price list valid from? Date with time. Example: Valid from=01-12-2023 00:00, means that the price list is valid from 01-12-2023 at 00:00 Jump to example 1.
Valid until When is the price list valid until? Example: Valid until=31-12-2023 00:00, means that the price list is valid until 30-12-2023 at 23:59, so if you want the price list to be valid up to and including 31-12-2023, you should write 31-12-2023 23:59. Jump to example 1.
Delivery date If checked, it is the delivery date that should be in between the validity period. Jump to example 1.
Inheriting from Inherits from the first match found in the lists. For example, the customer's price list inherits from a promotion list, which inherits from a suggested price list. Read more under Best price. Jump to example 2.
Stop at first match If checked, the search for the first match stops at the "first price created" in the list, based on the row number. Jump to example 3. If Best price is active, Best price determines.
Search both price & discount It is possible to get both price and discount back on the order line if this is entered in the price list and "Search both price & discount" is checked
Currency Select the currency to be used in the price list. All the items are selected on the price list lines and the desired currency price is entered. Jump to example 4.
Version-91.11 Best price Best Price finds the best price in the list. Also works with Inherit from, where it finds the best price in all lists created in the order of inheritance.
DG-% Sets a fixed DG on the items in the price list. All items are selected on the price list lines. Jump to example 5.
Rounding off Used to round decimals to whole numbers. Must be used together with Fixed contribution margin and DG% or currency on the price list lines. Jump to example 6.
Sales surcharge Used together with DG-%. Jump to example 5.5
Active If checked, this price list is active and will be used if it is within a validity period.
Prices including VAT Determines whether VAT should be added to the final amount in invoicing or whether it is included.
Price update If checked, this means that if prices change on the item, they will be changed here in the price list if DB and DG are used on the price list lines. Jump to example 7.
Search discount group before item group If you use both product groups and discount groups, the search method is product group first and then discount group. By checking "Search discount group before product group" you can change the search method to search in discount group before product group.
 

Description of fields on price list lines

 
Field name Field Description
Account type Shows whether it is a Debtor or Creditor the price list belongs to
Item number The item number to quote on, this is selected.
Variants It is possible to specify prices by variants.
Item name The item name is linked to the item number.
Group - The group OR - The group to quote for (a product group).
Product group name The group name (related to the group).
Discount group OR - Discount group selected on the item - Read more here.
Quantity The quantity you need to buy to get the discount
Price per unit Price per piece (multiple decimals possible)
Device Prices on the price lists will generally be for 1 unit of the item. I.e. if the unit on the item is pieces, the price is per piece. However, if unit conversion is used, the price on the price list can also be specified in either the purchase or sales unit by selecting this unit here on the price list. Note! The unit must be one of the units listed on the item.
Discount and % off Discount percentage(Jump to example 8.) OR 'Discount' per quantity(Jump to example 9). Discount % and Discount per quantity can also be used with DG but the 'Price' field must be removed from the layout.(Jump to example 10.)(Jump to example 11.) ATTENTION! An account and a counter account can be created in the debtor group to post discounts given in connection with invoicing. Read more here.
DB DB is a calculation.
DG PERCENTAGE DG-% can be fixed or calculated. Jump to example 5.
Sales allowance Allows you to add a sales surcharge to the individual item. Specified in amount.
Price update If checked, these prices will be updated if you have selected a DG-% and checked 'Fixed coverage'. Jump to example 5.
Fixed coverage ratio If checked, a fixed DG will be set for the item. DG-% must be filled in. Jump to example 5.
Price list Customer The name of the price list if this is a customer price list.
Price list Vendor The name of the price list if this is a supplier price list.
Valid from When is the line valid from? Must be within the period specified on the Customer Price List.
Valid until When is the line valid until? Must be within the period specified on the Customer Price List.
ATTENTION! You can either use Item/Item name, Group/Item group name OR Discount group, but not all 3 on the same line.

Hierarchy for multiple lines for the same item

If you create multiple price lines and an item is in a discount group and/or an item group, the hierarchy is:
  • Item/Product name
  • Discount group
  • Group/Commodity group name
Meaning that:
  • If you select Item on the price bar, it is applied to all sales orders assigned to this price list.
  • If you select Discount group on the price bar, this price is used where there is no price bar for the individual item.
  • If you select Group on the price bar, this price is used where there is no price bar for the Discount group or Item.
If Stop at first match is checked, the search for a match will stop at the 'first match created'. This function only works within the above hierarchy. This means that if you select the same item and quantity on several price list lines AND you later create the same discount group and quantity on several lines, Uniconta will still take the price on the first created item price list line, as Item is first in the hierarchy. ATTENTION: The hierarchy can be changed to
  • Item/Product name
  • Group/Commodity group name
  • Discount group
if the "Check" in the "Search discount group before item group" field is unchecked.  

Examples of using customer price lists

The examples are built on the following items in Uniconta.   The examples are built on the following customer price lists in Uniconta.

Invoice fee

If you want to add environmental fees, shipping or other types of surcharges/fees to your sales invoices, you can do this using the Invoice Fees feature.
  • Select Lager/Maintenance/Customer price lists and select the price list you want to link the invoice fees to. Note! If you use "Inherit from" on your customer price lists, you only need to set up any invoice fees on the top customer price list in your hierarchy.
  • Select the Invoice fee button on the ribbon
  • Create your fee lines in the image, for example as shown below, where shipping will be added to the sales orders associated with this customer price list. The fee, which in this example is freight, can be calculated as either an amount or a percentage of the invoice amount excluding VAT. In the Percentage/Amount field, you choose whether the amount you enter is an amount or a percentage. In the example below, the invoice fee is used to create shipping lines on the invoice and the shipping amounts should be different depending on the total invoice amount of the order. This is determined by filling in the From Amount and To Amount fields . Remember to link your debtors to the customer price list to which this invoice fee is linked if all future orders are to be added to the invoice fee.

Example 1: Valid from, to and within delivery date

In the sales order header, the created customer price list is selected. A delivery date has also been entered that is in between the validity date. Stand on a price list line and click the 'Prices' button to see the price list. Here you can see the Summer Offer price list valid for the month of July: Note! Valid until 15-07-2024, means that the offer runs until 14-07-2024.   Note! The validity dates on the price list lines must be within the date range of the main price list. Below are the sales order lines that take the prices from the price list, 'Summer offers'.    

Example 2: Inherits from

In the sales order header, the created customer price list is selected (Customer prices) Note: The hierarchy in the 'Inherit from' principle is that Daughter inherits from Mother who inherits from Grandmother, or Customer Prices inherits from Promotion which inherits from Promotional. In addition, the hierarchy is 'Item name', 'Group/Item group name', 'Discount group', unless 'Search discount group before item group' is checked, in which case the item group and discount group hierarchy switches. If you have set 'Discount %' on both Customer Prices, Campaign and/or Indicative, it will always stop at Customer Prices and 'Stop at first match' has no effect. If you want the best price, check the Best price box. Then the customer will always get the best price in the entire inheritance list. You can create special customer price lists and assign them to specific customers. These price lists can inherit from a campaign, which inherits from an indicative list, in case the item sold is not in the customer price list or the campaign price list. The indicative price list must then contain all items in stock. If there are items that are not included in a price list, the price must be stated on the item card or directly on the order line.  

Example: Example 3 3: Stop at first match

In the sales order header, the created customer price list is selected. A 'StopMatch' price list has been created which, in addition to the prices created in this list, inherits from our 'MaengdeTilbud' price list. The 'Stop at first match' checkbox is checked on the 'StopMatch' price list. This means the search stops at the first match in the hierarchy, even if the next one would have been cheaper. Here, two of the same item are created on both price lists included in the "inheritance order", and when stopping at the first match, the last one that was created in the system is selected. Here, it takes the newest value with the number 10, which is in the price list. This means that the price search is stopped at the first match Note! If you want to list the same item multiple times on a single price list with different prices, you need to specify different date ranges for these to get the system to select the current price. See example 1.    

Example: Example 4: Currency

Create a price list with currency = EUR on the price list overview. Enter the current prices in EUR on the price list lines. On the sales order header, the created customer price list currency is selected and the order is invoiced in EUR. This shows the 'Currency' price list. On the customer price list, EUR is selected as the currency. Note: Prices must be entered in the price field in EUR.     For quantity matches in the currency price list, a unit price in EUR is calculated if you have selected EUR as the currency code in the sales order header.      

Example: Example 5: DG-%

In the sales order header, the created customer price list is selected. Here you can see the price list DG. A coverage rate of 50% is set here Note: 'Fixed coverage' is checked on the price lines in the customer price list (see 3rd screenshot below).     Quantity is entered on the item. If not entered, the DG% applies to all quantities. 'Fixed coverage ratio' is checked and the price here on the customer price list lines becomes the cost price from the item card.     The sales prices on the sales order are calculated from the DG% on the price list header, which is 50.00% in this example.     Below are the items sold with 50% coverage.    

Example 5.5: Sales surcharge of DG-%

In the sales order header, the created customer price list is selected. Here is the price list "Rabet % with DG%". A coverage rate of 50% is set here Note: 'Fixed coverage ratio' is NOT checked on the price lines in the customer price list (see 2nd screenshot below). In the first example, only DG% is used to show the difference when using DG% with and without sales allowance.   On the customer price list 3 items are created When selling these items, DB becomes 50% as you can see in the top of the next image. This is also evident in the prices, which are 50% higher than the cost prices. Here we add a 15.00% sales surcharge to the price list Then the three items are added to the sales order and the new lines, marked in green, show the price from before, but with a surcharge of 15.00 It is therefore possible to assign a sales surcharge to items that may have an additional cost.  

Example: Example 6: Rounding up

In the sales order header, the created customer price list is selected. Here you can see the 'Rounding' price list. Note: 'Rounding' is checked in the Customer price list header.     Rounding must be used together with a check mark in 'Fixed coverage ratio' and a 'DG-%' must be selected. Rounding can also be used together with currency.     The price is taken from the price list with DG 40% and rounded from 43.97 to 44.00 on the sales order.      

Example: Example 7: Price update

On the sales order header, the created 'Price update' customer price list is selected. Must be used together with 'Fixed coverage ratio' and 'DG-%'. Select a DG-% on the customer price list header or on the price list lines per item. Note: You can check 'Price update' on the Customer price list header and the checkmark will automatically be set on the same field in the price list lines. You can also choose to check 'Price update' only on the price list lines per item.     Cost price of 20 kr. on the item card with DG-% set to 40% on the price list means that the price will be 33.33 on the sales order when this price list is selected. Cost price of 25 kr. on the item card with DG-% set to 40% on the price list means that the price will be 41.67 on the sales order when this price list is selected.     If the cost price is updated on the item card, then the price is also updated on the price list and on new sales orders. The cost price of 'Offer item 3' will be 30.00. The cost price of 'Offer item 4' will be 35.00.     The sales price is therefore updated on customer price lists where 'Price update' is checked on this item. The DG% in this example is still 40.00%.       This can also be seen on new sales orders where this price list is selected.      

Example: Example 8: Discount %

On the sales order header, the created 'Discount' customer price list is selected. In this example, the price list is set up so that the customer gets a 10% discount if they buy 10 or more of 'Offer item 3'.     Below are the sales order lines that take the prices from the price list, 'Discount'.     The customer has purchased 10 of item 'Offer item 3' at a price of 30.00(before the discount). They receive a 10% discount and the total amount is therefore 270.00.    

Example: Example 9: Discount

Here you can select a discount amount in the 'Discount' field. On the sales order header, the created 'Discount' customer price list is selected as shown in the screenshot below. In this example, the price list is set up so that the customer receives a discount of DKK 2.00 (per item) if they buy 10 or more of 'Offer item 3'.   Below are the sales order lines that take the prices from the price list, 'Discount'.     The customer has purchased 10 of item 'Offer item 3' at a sale price of 30.00(before the discount). They therefore receive a discount of DKK 20.00 and the total amount is therefore DKK 280.00.    

Example: Example 10: Discount % with DG-%

On the sales order header, the created 'Discount % with DG-%' customer price list is selected as shown in the screenshot below. ATTENTION! When using Discount % together with DG%, always remove the 'Price' field in the customer prices. The way Uniconta calculates the 'Price' field is not relevant on this screen. In this example, the price list is set up so that the customer gets a 10% discount when they buy 10 or more of 'Offer item 3'. The DG-% is also set to 50%, so the 'Fixed coverage ratio' should be checked (see also example 5). The price field is not relevant here. The price is calculated on the order lines.     Below are the sales order lines that take the DG-% and the discount from the price list, 'Discount % with DG-%'.     The customer has purchased 10 pieces of item 'Offer item 3'. The DG % for the purchase of 10 items is set to 50% on the customer price list. As the cost price is DKK 20.00, the sales price in the 'Price' field is therefore calculated (with 50% DG) as DKK 40.00. The customer receives a 10% discount and the total amount is therefore DKK 360.00.    

Example of an example 11: Discount per quantity with DG-%

On the sales order header, the created 'Discount with DG-%' customer price list is selected as shown in the screenshot below. In this example, the price list is set up so that the customer receives a discount of DKK 5.00 per quantity when they buy 20 or more of 'Offer item 3'. The DG-% is also set to 50% so the 'Fixed Coverage Ratio' should be checked (see also example 5).       Below are the sales order lines that take the DG% and the discount from the price list, 'Discount with DG%'.     The customer has purchased 20 pieces of item 'Offer item 3'. The DG % for the purchase of 20 pieces is set to 50% on the customer price list. As the cost price is DKK 20.00, the sales price in the 'Price' field is therefore calculated (with 50% DG) as DKK 40.00. The customer receives a discount of DKK 5.00 per quantity and the total amount is therefore DKK 700.00: ((40x20)-(5x20)).  

Example 12: EAN on the price list lines

On the sales order header, the created 'EAN price list' customer price list is selected. On the customer price list lines, an EAN number is entered for each item. The EAN number can account for quantity and price in the same line on the sales order. On the sales order, the "EAN number" field must be retrieved in the headers and the EAN number must be entered in this field. The line is filled with item number, text, quantity and price.