Shop Sales Prices¶
The pricing in the POS Base extension is based on the standard Microsoft Dynamics 365 Business Central, though we have prepared some basic funcionalities to help the shop employees track the changes in the prices that is essential for maintaining the correct labels on the products.
Using standard pricing tools¶
From the standard pricing tools in the business central mostly two tools are used:
- customer price groups
- customer discount groups
For each shop you can set up specific customer price group and customer discount group on your shop card.
The customer price group is used to set up the general unit prices that will be used for the products sold on your shop. If the bill is created for the Default POS Customer, this customer price group will be transfered to the bill. If you select a customer with a specific customer price group, the customer price group will be rewritten by the customer price group from the customer card.
The possibiliy to assign customer discount groups to your shops is available from the application version 1.4 and above. This group should be used to set up pricelist for default line discounts for your shop. Again if the bill is created for the default POS customer, the customer discount group set up on your shop card will be used for the bill. If you select specific customer, the customer discount group will be rewritten by the customer discount group from the customer card.
In both cases the number of groups depends on your needs. If all your shops share the same pricing, one customer price group and one customer discount group is sufficient. If each one of your shops has its own pricing policy, you should have one of each groups for every one of your shops.
Managing sales price changes¶
We have prepared a new page that tracks the sales prices changes for the price lists that are assigned to the customer price group that is set up on your shop card. Only the changes of unit prices are tracked.
Tracking changed prices¶
The shop sales price changes list is available from the menu by entering the key words "Sales Price Changes". When entering those key words two menu items will be found as shown in the following picture.
The list with the changes shows a list of the price lists changes.
| Field | Meaning |
|---|---|
| Price List Code | Code of the pricelist in which the price has been included |
| Price List Description | The description of the price list in which the price has been included |
| Price List Start Date | The starting date from the price list header |
| Item No | Number of the item that has a new price |
| Variant Code | If you use variants with your items, the list will also show the variant code |
| Manufacturer Code | It will show the manufacturer of the item |
| Shop No | It will show the ID of the shop for which the price have changes so that different users can filter changes relevant only to their shops. |
| Location Code | It will show the location that is assigned to the shop as it´s shop location. |
| Unit Price | The new unit price that has been assigned to the item |
| Currency Code | The currency code for which the unit price is relevant |
| Inventory on Location | It will show the inventory of the bespoken item on your shop location so that you can print respective amount of labels |
| Labels Count | Number of labels to be printed. The value in this field is automatically filled based on the current inventory on your shop location, but the user can adjust it´s value manually |
| Labels Printed | Shows whether labels for this line have already been printed |
| E-Mail Sent | Show if the notifaction e-mail has already been sent based on the setup. |
The list only shows price changes for which the labels haven´t been printed yet. To view records for which you have already printed out the labels, you must use the action "Show Printed Labels Yes/No" that is available on the Sales Prices Changes List.
Sending notification e-mail¶
A new report has been prepared for sending out notification e-mail for each shop. The number under which you can find the report is 4069738 and the report is called "Sales Prices Changes Notification".
The e-mail addresses to which the e-mail notifications should be sent should be set up on the Shop Card. There are two fields that are relevant for price changes notifications. Those fields can be found on the Address tab.
| Field | Meaning |
|---|---|
| Price Change Notification E-mail | The e-mail of the recepient of the notification e-mail |
| Price Change Notification Period | The period in which the e-mail notification should be generated. |
In the request page of the report you might select a filter for a certain shop.
Note
It is possible to set this report into the job queue and have it run automatically. To perform any e-mail sending from business central, you must finish the standard e-mail sending setup.
Printing the sales price labels¶
A report has been created to print the labels for your shop items. The report can be found under the number 4069737 and is called "Sales Price Labels". To run this report select the lines in the sales price changes list for which you want to print the labels and use the action "Print Selected Labels" that is available from the sales prices changes list.
The report will print one label per each unit entered in the column Label Count and mark the record as Label Printed therefore it will get hidden from the changes list.
