Price List

Owned by Stephen Juliano (Unlicensed)
Last updated: Feb 08, 2022 by Colleen Juliano
3 min read

Overview

The Price List report prints the item, description, quantity on hand, and selling price of items. Criteria allow for choosing items based on a range of item numbers, warehouse locations, categories, classes or even selling price. A checkbox also controls whether only items that are on hand will be printed on the price list.

Detail

By checking the Use price rules for selling price box you are able to get a listing.
This is a very versatile report that has many uses:

  • Verify margins and make sure you are not selling items below cost. The option to print costs allows additional fields of cost, margin, and markup to be printed. The cost is the cost specified by the GM Cost Indicator on Order Entry Setup. The margin and markup also use that cost in their respective calculations.

  • Confirm AQ price updates – Choose to include the last price change date; and any price change that does not equal the last AQ update date is an obsolete item that is no longer in the AQ update file or at the very least a potential update problem

  • List items on hand by category – several ways to see what you have in inventory and what the margin for them is.

  • Confirm pricing on the Sales Floor – By checking the use Price rules for selling price the default POS Customer price rule will be applied so you can verify margin in the showroom.

  • Create a file for excel spreadsheet – Choose your parameters and then press the "Export Report" icon to get .txt a file that can be open in Excel for data manipulation and specialized reporting. A link will appear below the icon to let know where the file that was created was stored.

INV > Reports > Price List

  • Starting and Ending Item – You can choose an item or range of items to report on

  • Starting and Ending Warehouse - You can choose a warehouse or range of warehouses to look in for reporting.

  • Starting and Ending category – This report can be pulled by a items category or you can make a list of categories with the list function

  • Starting and Ending Class - This report can be pulled by a items category or you can make a list of categories with the list function.

  • Starting and Ending Price – you can choose a price range of items to print.

  • Manufacturer – this report can be run by manufacturer

Note: one would usually run this report by manufacturer with the "include last price change date" checked after an AQ price update to see which items have be discontinued. 

  • Price not changed since – we allow you to add a date in this box so you can see the items that have not had a price increase over X amount of time. Good for making sure items do not go to long without a price increase, this can be caused by discontinued items or bad price rules

  • Include costs – checking this box will include the item cost, margin and mark up. You have your choice of which cost calculation you would like to choose.

Note: this report should be printed with costs on a regular basis and examined if you have items in your inventory that have a zero cost you generally will have an issue to deal with.

  • On Hand Only – checking this box will only print out items in your inventory that are on hand and will not print zero quantity inventories.

  • Include last price change date – prints the report and includes the last time this items price was updated.

  • Use Price rules for selling price – When this box is checked any price rules that were created to a default POS cash customer will be applied to the selling prince and factored into the margin calculations.