Special Item Pricing for a customer - Very Cumbersome

OfficeQuipAPS
OfficeQuipAPS Member Posts: 12 Reckoner Reckoner
edited October 1 in Accounts Hosted

Hi,

The ability to add special pricing via Price Level List is very cumbersome.

In fact it is so hard to find Items from the tiny little application box. Their is No Item Search Function on it, and the application box is tiny. C

Certainly I have found here on the community site that some people export it to Excel & import it back after adjusting the prices of products.

But that is not worth doing if only 1 item needs a change of price due to a cost of Item increase.

The “Item List” in Chart of Accounts is very easy to use. It would be good if that same plat form could be used to add special pricing for a customer or group.

In my case I have Reckon supplying item information to my website. But I need different pricing for my website than I have for each product in Reckon.

We have a Customer call “Web Site” and Reckon gets that customers Item / Product pricing. This would be great if we could put special pricing in the < Price Level List> for the Customer named “ Web Site” but because it is so hard to find products we have almost 1,000 products on that application, we have now chosen to create duplicate Items/Products for all our product range with the 1st character of their product code being “W” for Website and then only allowing those products to be seen by the WebSite.

A cumbersome way of getting around the problem and a huge duplication of products but what else can we do.

It is unfortunate that Reckon has chosen not to increase the functionality of the Reckon program such as Xero etc have. Reckon has chosen to use 3rd parties which have to be purchased separately to increase functionality. This is not something most of us in small and medium business want to do.

Best Regards

Mark

Comments

  • Rav
    Rav Administrator, Reckon Staff Posts: 13,959 Reckon Community Manager Community Manager

    Hi @OfficeQuipAPS

    This post has been created in the Reckon One category, however based on some of the content of your post it sounds like it may related to a different Reckon software. Is this for Reckon Accounts Hosted?

  • OfficeQuipAPS
    OfficeQuipAPS Member Posts: 12 Reckoner Reckoner

    Yes, I am referring to Reckon Accounts Hosted

    It takes us over 3 mins to scroll from our 1st product to our last product (Item) and because it is such a small window with only 8 items showing, an item can easily be missed while scrolling through.

    Yes you can use the mouse on the scroll bar to get further down the list quickly, but once again the Item / Product being sought can be missed, then you try again.

    As I mentioned the Item List which is used for adding Items, Changing Item pricing etc is great.

    a) it is large enough to see on our screens 70+ items at a time.

    b) The "Look For" (Search) facility is great

    It would be brilliant if this same style screen could be used for the "Price Level List" function

    then the "Price Level List" could actually be used effectively. Whereas the current function is basically un-usable when separate Item special prices are required, as it is simply too time consuming.

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