Whether you are modifying an existing price list, editing a duplicate or creating a new price list, the wizard steps are the same.

This window is the first window of the wizard process and enables you to enter the base information for the price list.

The system does not make you enter a unique name, but you should enter something that makes it easy to identify the list.

Enter a date range for which the price list will be effective. It is not necessary to enter these dates, but it does enable you to prepare lists in advance of an offer coming into force and ensures that the offer does not overrun.

Select from Standard, Buy One Get One Free, or Whole Order Discounts.

Select the report that will be used to print this price list. The list will contain the names of the reports in the Price Matrix/Reports folder found in the folder in which Access Accounts has been installed.

Select the currency for the price list.

Enter a priority. 1 is the highest priority.

Tick this option if you want to include the product sub analysis as part of the qualification criteria for the price list.

Important Note: To use this option, the User Sort fields that make up your Sub Analysis must include at least one Lookup type field and lookup values must be entered.

Dimensions Only - This feature is not available in Dimensions Lite

Sub Analysis fields are defined on the Sub Analysis tab. The values for the lookups are entered on the Sub Analysis tab of the Stock record. This might be useful if you have a lot of items with one sub analysis value (for example lots of red items) and you wish to offer these at a discounted price to clear them.

Tick as appropriate.

You must set the price list to be active, however, it will only become effective for the date range entered. This option is to enable you quickly to stop price lists from being available.

When a Customer and Product is selected that qualifies for a price from a price list, a pop-up window will be displayed explaining the offer details and displaying the notes from the list.

Only available for Standard Price Lists. This enables you ignore the pricing held in the accounts.

For Fixed type prices from the matrix, if a price is found it will be used regardless of this option.

For Discount type prices from the matrix, ticking this option will cause prices, which are held in the accounts. to be ignored. The discount will be applied to the stock price from price line 1.

Tick as appropriate.

Tick as appropriate.

Enter notes of guidance for the purpose and use of the price list. These will be displayed as part of the Sales Order prompt when the Display prompt option is selected.

Click Next to choose the Customers to whom the price list will apply.