En:Price groups: Unterschied zwischen den Versionen
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== Introduction == | == Introduction == | ||
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You can add different articles in price groups and these price groups can then be assigned to the corresponding customers. You can create as many price groups, as you like. | You can add different articles in price groups and these price groups can then be assigned to the corresponding customers. You can create as many price groups, as you like. | ||
The creation and editing of price groups works the same way as for customer or article groups. With only one special difference: '''A price group can contain both articles and customers'''. | The creation and editing of price groups works the same way as for customer or article groups. With only one special difference: '''A price group can contain both articles and customers'''. | ||
== Create a new price group == | |||
[[Datei:Preisgruppen.PNG|400px|thumb|right|Übersicht der Preisgruppen]] | |||
=== Overview === | |||
To create a new price group, you have to open the price groups overview first. <br> | |||
Click in the program on '''Article - Groups - Price groups'''. | |||
In this overview you can create, edit <i class="far fa-edit navFont ny fa-2x" style="color:#b56200"></i>, open <i class="fas fa-search navFont nb fa-2x" style="color:#064C73"></i> and export the price groups directly to your cash register. <br> | |||
On the left you can also filter the price groups: ''All price groups, Own price groups, Shop price groups'' | |||
=== New Price group === | |||
To create a new price group, click in the price groups overview on the green plus sign <i class="far fa-plus-square navFont ng fa-2x" style="color:#029203"></i>, that you can find in the corner on the right. | |||
Here you can then name the price group and enter a group note if necessary. <br> | |||
You can also check the boxes when creating the list: ''Is a net price group?, Is a B2B deposit list?, Is a B2C deposit list?'' | |||
=== Fill price group === | |||
[[Datei: Preisgruppe1.PNG|700px]] | |||
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Hast Du eine Preisgruppe erstellt, kannst Du diese nun mit Artikeln (oben links) und Kunden/Kundinnen (oben rechts) füllen. | |||
After you have created a group, the program automatically jumps to the screen for filling the price group. If you want to add items or customers to or remove them from a price group at a later date, you can do this using the magnifying glass. | |||
Remember that customers can only be in one price group. If you add a customer to a new price group, they will be removed from their old price group if they have already been assigned to one. | |||
Artikel hingegen können in beliebig vielen Gruppen vertreten sein. | |||
== Price list settings == | |||
You can mark price lists as net price lists. This setting only has an effect if you change the VAT values of the articles via the article selection. | |||
== Set price group as standard == | |||
You can use the star symbol (see first photo) to specify which price group is automatically assigned as the standard price group when new customers are created. | |||
== Price lists of a customer == | |||
In the basic and complete package, exactly one price list can be assigned to a customer. | |||
This price list is preselected when items are added to this customer. | |||
If a special price has previously been selected for this customer and this item, this special price will be preselected. | |||
From the Premium package upwards, three price lists can be specified for each customer. | |||
When an item is added to an order for this customer, the system checks whether a price has been entered for the item in the customer's price list 1. | |||
If this is the case, this price is preselected. | |||
If no price is stored in this price list, price list 2 is checked and, if necessary, this price is selected. | |||
If no price is selected here either, price list 3 is checked. | |||
If a special price has previously been entered for this customer and this article, this special price is preselected. | |||
== Deleting price groups == | |||
You can delete price groups in the overview using the three lines on the right. Deleting price groups has an effect on orders: If a price group is deleted, all wines that are listed with this group in orders are set to a special price. The special price corresponds exactly to the price that the wine had in the price group. | |||
To avoid problems, we advise you '''strictly against'''' deleting price groups! | |||
== Quantity discount == | |||
You can also set up special price groups for articles. | |||
With the [[quantity discount]] function, a quantity discount can be issued from a certain bottle quantity, total amount in percent or euros. |
Aktuelle Version vom 9. Oktober 2024, 13:57 Uhr
How you find this page: |
article groups |
price groups |
Introduction
Price groups determine the price of an article in a specific customer group and are therefore really important. You can add different articles in price groups and these price groups can then be assigned to the corresponding customers. You can create as many price groups, as you like. The creation and editing of price groups works the same way as for customer or article groups. With only one special difference: A price group can contain both articles and customers.
Create a new price group
Overview
To create a new price group, you have to open the price groups overview first.
Click in the program on Article - Groups - Price groups.
In this overview you can create, edit , open and export the price groups directly to your cash register.
On the left you can also filter the price groups: All price groups, Own price groups, Shop price groups
New Price group
To create a new price group, click in the price groups overview on the green plus sign , that you can find in the corner on the right.
Here you can then name the price group and enter a group note if necessary.
You can also check the boxes when creating the list: Is a net price group?, Is a B2B deposit list?, Is a B2C deposit list?
Fill price group
Hast Du eine Preisgruppe erstellt, kannst Du diese nun mit Artikeln (oben links) und Kunden/Kundinnen (oben rechts) füllen.
After you have created a group, the program automatically jumps to the screen for filling the price group. If you want to add items or customers to or remove them from a price group at a later date, you can do this using the magnifying glass.
Remember that customers can only be in one price group. If you add a customer to a new price group, they will be removed from their old price group if they have already been assigned to one.
Artikel hingegen können in beliebig vielen Gruppen vertreten sein.
Price list settings
You can mark price lists as net price lists. This setting only has an effect if you change the VAT values of the articles via the article selection.
Set price group as standard
You can use the star symbol (see first photo) to specify which price group is automatically assigned as the standard price group when new customers are created.
Price lists of a customer
In the basic and complete package, exactly one price list can be assigned to a customer. This price list is preselected when items are added to this customer. If a special price has previously been selected for this customer and this item, this special price will be preselected.
From the Premium package upwards, three price lists can be specified for each customer. When an item is added to an order for this customer, the system checks whether a price has been entered for the item in the customer's price list 1. If this is the case, this price is preselected. If no price is stored in this price list, price list 2 is checked and, if necessary, this price is selected. If no price is selected here either, price list 3 is checked. If a special price has previously been entered for this customer and this article, this special price is preselected.
Deleting price groups
You can delete price groups in the overview using the three lines on the right. Deleting price groups has an effect on orders: If a price group is deleted, all wines that are listed with this group in orders are set to a special price. The special price corresponds exactly to the price that the wine had in the price group.
To avoid problems, we advise you strictly against' deleting price groups!
Quantity discount
You can also set up special price groups for articles.
With the quantity discount function, a quantity discount can be issued from a certain bottle quantity, total amount in percent or euros.