Description
The following support note describes how to use WMS pricing.
All sell pricing from the Accounting software file will be ignored. This includes price levels and, quantity price breaks, customer price levels.
The Customer's Volume discount is still read from Accounting software.
MYOB allows 6 price levels, WMS allows 26
Base Sell Prices are still populated from the Accounting system.
The additional levels allow pricing to be set for each foreign currency or another pricing group, such as wholesale, distributor, and retail customers.
MYOB price level replication to WMS only works for Premier 19 (If the Customer is using MYOB price levels and has NOT switched to WMS pricing yet)
MYOB AR users need to import or add Price Levels manually in WMS
Workflow Restrictions
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Detail Steps
Manual Price Entry
Go to "Items List" Register in the WMS
1.Find an item that requires a price update.
2.Double click the line to open the item details.
3.Select the Pricing Tab.
4.Select "Add Price Level".
5.Enter the Price for each price break (if required).
6.Select Close and Yes to confirm the changes.
Export Prices from WMS
1.Go to Workspace > Import > Price Levels.
2. Select Export Prices.
3. Select OK to confirm exported successfully. The file will be automatically downloaded.
4. The file will be saved as a tab-delimited text file (.txt)
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5. Edit the file as you require.
6. When complete, ensure your file is saved as tab-delimited text in the same column format and data types as exported.
Import Prices back to WMS
1.Go to Workspace > Import > Price Levels.
2.Select Import Prices.
3.Choose your file location and select Upload.
4.The file will be imported.
Workflow Restriction
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Setting your Customer's Price Level
1.Press CTRL + F or select Tools, Find Customer.
2.Enter the Customer's name in the search box or use the extended search if required.
3.Highlight the Customer you wish to edit in the left-hand grid.
4.Select the Accounts Tab.
5.Use the "Price Level " drop-down to select your Customer's price level.
6.The price level is automatically saved when you exit the Price level box via Tab or Enter or Clicking off the cell.
7.The user may now enter sales to this Customer.
Import your Customer's price level setting in BULK
1.Take a backup of your WMS DB.
2.Go to File > Import > Contact Setting.
3.Select Export Prices.
4. Edit the 'PRICELEVEL' column to enter valid Price levels PLA-PLZ. ('PLA', 'PLB','PLC' etc) and save the file.
Workflow Options
Workflow Restriction
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5. Attached is the sample exported file format.
6. File description of fields.
7. Go to File > Import > Contact Setting > Import Settings.
Workflow Option Price levels cannot be named; we recommend creating a key/cheat sheet to assist you when reviewing your price levels. |
Related Information
Work Arounds - PriceLevels change process can lock up. It can take up to 10 - 15 mins to export a large file. Instead, you can Export the PriceLevels file direct from MYOB as the file formats are compatible. This can be faster.
IMPORTING
To set a customer Price level - File Import - Contact Settings.
Example Export below:
"CARDIDENTIFICATION" "NAME" "PRICELEVEL" "USERNAME" "PASSWORD" "ENABLEACCESS" "USEREMAIL" "ENABLESTATEMENTS" "NOBACKORDERS" "BACKORDERMINVALUE" "CURRENCY"
"00007" "A1 Pools" "PLA" "" "" "False" "" "False" "False" "0" ""
"00009" "Add A Splash Pools" "PLA" "" "" "False" "" "False" "False" "0" ""
Note
PLA - PLZ are valid columns.