Pricing, Discounts, Taxes, Adjustments, Promotions (5.x)
How to identify products with missing discounts using the Pricing Center in SalesPRO
Summary SalesPRO's Pricing center allows you to verify your discount setup and see which products may be missing either Vendor (cost) or Standard (retail) discounts. This article will provide instructions on how to use this valuable tool. Overview ...
Setting up PLCodes for Customer Promotions
More Information These navigation and entry instructions may not be the only way to complete the desired task. For more in-depth explanations, any related articles will follow the instructions as links. Customer Promotions and Additional Charges ...
How to correct or cancel a payment in SalesPRO
Summary There may be times when it is necessary to make a correction to a payment in the SalesPRO system. This may happen when a payment is entered incorrectly, or when a customer decides to cancel a sale on which a payment has been applied. This ...
How to change the order in which Additional Charges and Customer Promotions are listed in Order Entry in SalesPRO
Summary Beginning with SalesPRO version 5.0.227, users can easily change the sequence in which Additional Charges and Customer Promotions are listed in Order Entry. Below are instructions. Instructions From within the SalesPRO software, navigate to ...
How to Add or Modify Sales Tax Rates in SalesPRO
Summary This article explains how to setup new sales tax rates and modify existing sales tax rates in SalesPRO. Please note that if you have Roaming Workstations, this needs to be completed on the Main computer. This information will be transmitted ...
How to Add or Modify Net Cost Surcharge Pricing in SalesPRO
Summary In SalesPRO, you can add a margin to any Net Cost Surcharge items. As a reminder, Net Cost items are added to the product price at your cost. By entering a Margin (AD) to these products, you can easily increase your profit. Below are ...
Criteria examples for additional charges
This article will provide examples for creating a variety of automatic additional charges and vendor/customer promotions. How these examples should be used Locate an example from the list below. Create an additional charge or vendor/customer ...
How to Set Up Item Cost Adjustments in SalesPRO
Summary This article describes how to set up Item Cost Adjustments in SalesPRO. More Information Item Cost Adjustments are allocation charges defined by your business, representing expenses to you beyond the cost of the product. An item cost ...
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 ...
Adding an Additional Charge
More Information These navigation and entry instructions may not be the only way to complete the desired task. For more in-depth explanations, any related articles will follow the instructions as links. Steps While editing a quote or sale, click on ...
How to Set Up Additional Charges
Summary This article describes how to set up Additional Charges in SalesPRO. More Information Additional Charges are similar to Item Price Adjustments in that they are defined by your business, representing services or items for which your customers ...
Entering a Customer Promotion as a line item in SalesPRO
Summary To enter an additional discount as a line item, please follow the directions below. Additional line item discounts may be a percentage or a dollar amount. Instructions From within order entry, select the Add Customer Promotion icon Select a ...
How to Set Up Customer Promotions
Summary This article describes how to set up customer promotions in SalesPRO. While your software comes with pre-loaded example promotions, you may add as many additional promotions as desired. More Information Customer Promotions are typically ...
Managing Customer Discounts
Summary This article explains how Customer Discounts are created and updated in SalesPRO. More Information We will be working with Discount functions found on the Maintenance tab. General Customer discounts are the percentages that you, the user, ...
How to Modify Retail Margins in SalesPRO
Information This article describes how to modify the Retail Margins in SalesPRO. This article will use the Retail Discount group Standard. Instructions From within SalesPRO, go to Maintenance>Discounts. At the top of the Discounts window, select ...
Managing Vendor Discounts
Summary This article explains how Vendor Discounts are managed in SalesPRO. More Information We will be working with functions found on the Maintenance tab. General Vendor discounts are the factors provided by the vendor/manufacturer to you, the ...
Understanding How Pricing Works in SalesPRO
Summary This article explains how SalesPRO calculates the pricing for line items in Order Entry. More Information We will begin in order entry, and review how pricing is calculated in various scenarios. Price Breakdown Window The Price Breakdown is ...