Price Lists

This facility allows you to set up various stock pricing lists (selling prices) which can then be attached to your customers.

You can choose various methods of price calculation for a Price List. These are:

Standard Price Less % – If this method is chosen the system will look at the selling price of each piece of stock on the stock record screen and reduce the selling price by the percentage entered in the Percent box. For Example; lets say a Bolt had a standard selling price of £1.50, if we then choose to take the Standard Price Less 10% on this price list, the customers allocated to this price list would purchase this bolt for £1.35. The default postition on Protean is Standard Less 0%.

Standard Price Less Value – If this method is chosen the system will look at the selling price of each piece of stock as held in the stock record screen and reduce the selling price by the value amount entered in the value box. For example; the standard selling price is £1.50 and we are reducing the value of it by 10p the price would show as £1.40 on this price list.

Cost Plus % – If this method is chosen the system will look at all the cost prices of every stock item and then add on the percentage entered here and calculate the new selling price. For example if the cost price of the Bolt was 50p and we wanted to add a 50% margin then the selling price would be 75p.

Cost Plus Value – If this method is chosen the system will look at all the cost prices of every stock item and then add on the value entered in the value box to create the item selling price. For example if the cost price of the Bolt was 50p and we wanted to make a profit of a £1.00 on all our stock the system would show the selling price as £1.50.

You can also set up ‘exceptions’ to any default calculation method chosen by either Price Category or Part Number for Stock Parts, or by Misc Type for Miscellaneous. You can choose another of the default methods listed above or use the additional method:

Special Prices – you can enter actual selling prices against individual Part or Misc lines for the ultimate inflexibility.

A Price List can be assigned to a list of Customers so that when that Customer is selected, say for a Job, and parts are used the price that Customer is charged is worked out based on the Price List specified.