Price Level List
I need to set up price lists for about 15 customers and print a report that shows only those items applicable to those customers.
In addition, some of these customers may have the same item
Question is two-fold
- Setting up the price list for each customer
- Print a price Level list for each customer that shows only their items.
Comments
-
Hi you can try the following.
Under edit go-to preference, under sales and customers on the company preference side there is a use price level option, once ticked the box you can find the price level list under the list drop-down, and you can assign the prices level under customer details.
for your 2nd question.
Printing a Price Level report
- Go to the Lists menu and click Price Level List.
- Select the appropriate price level from the list.
- Open the report for the selected price level by:
- right-clicking the selected price level and then choosing Price Level Report
- or
- clicking Reports at the bottom of the window and then choosing Selected Price Level Report
- Click Print at the top of the report and then click Print in the Print Reports window.
- (Optional) Click Preview to view without printing.
0 -
hi Jay Jay
Thanks for that. Had already done both those suggestions.
1st question - already done
2nd question - brings up all items.
Thanks anyway.
1 -
F/up - Have just spoken to Reckon Support and they have confirmed the price list report does not return a price list just for that price list. It includes everything in the item list.
Not really much point in having this function!!!
2 -
Pathetic. This should be available.
-1 -
Hi Ch3ryl,
If you really need to have those reports please let me know, I can build a tool that extracts data out of Reckon and generate those reports for you.
Let me know if you are interested.
Phuong Do / Reckon Developer Partner
phuong@cactussoftware.com.au
0
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