How to Set Up Item Price Adjustments in SalesPRO

How to Set Up Item Price Adjustments in SalesPRO

Summary

This article describes how to set up Item Price Adjustments in SalesPRO.  Item price adjustments allow you to add an additional amount to the Retail price shown on your quotes and orders.  This additional amount will not be seen by the customer.

More Information

Item Price Adjustments are similar to Additional Charges, in that they are charges defined by your business, representing services for which your customers are billed, above and beyond the cost of the product.  There are a couple of differences.  An item price adjustment is just that - it is applied within the line item itself, and is therefore invisible to the customer.  Additional charges, may apply to one or more lines, and are added so it is visible to the customer.

Instructions

  • From within SalesPRO, navigate to Maintenance>Item Price Adjustments.

  • Click on New to add an adjustment, or double-click an existing entry to edit.

  • Using the drop-down for Group, select the most appropriate category.  
  • Enter the name, and optional description.  
  • Do NOT check the box "Treat this item as a product item" because this will show up inside the line item, invisible to users.
  • Select the method to be used:  flat rate, or percent of before discount price. 
  • Enter the value.  You may also enter the cost of the adjustment, if applicable, but this is not required.
  • Check "Taxable".  

  • Item Price Adjustments will come in for every line item once they are set up.

  • Click OK to save.


How It Appears

 When editing a product item, go to the Breakdown tab.  In the Price section, the Item Price Adjustment appears after the Base Retail Price


The adjusted price including the Item Price Adjustment is then subject to any Customer or Item Discount before arriving at the final Price.

Note that the Item Price Adjustment for a line item will be multiplied by the quantity. 

See Also

  • Understanding How Pricing Works in SalesPRO

Applies to

  • SalesPRO Software

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