- Training
- Reporting
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- Admin
- Credit Control
- Calculating Landed Costs
- PDF and Email Template system preferences
- Quote Form Templates
- PDF Templates
- Invoice Settings
- Managing Connections
- Creating Email Templates
- Creating Letter Templates
- Using Letter Templates
- Using SMS Templates
- Setting up Teams
- Using Email Templates
- System Quote Preferences
- Service Reports
- Regional Settings
- Payment Methods
- Payment Terms
- Sales & purchase settings
- Setting up Teams
- Pricing settings
- System security
- Setting up Users
- Activate a new User account
- Log into a User account
- Couriers
- Creating SMS Templates
Pricing settings
From Admin > General > Pricing you can control a number of system preferences related to pricing.
Pricing settings in Admin > General
Remember that if you make any changes on this page you need to scroll to the bottom and click on Update to apply them.
You can choose whether prices in your system are displayed Ex-Tax or Inc-Tax by default.
You can also manually amend this setting when working with sales and purchasing by selecting or deselecting the Show Prices Inc Tax box.
The following example shows this box on a Purchase Order.
If you are using Location-based Price Breaks, you can configure whether the price is calculated based on:
- None – Location-based pricing is not enabled in CRM.
- Sell From – This option is only applicable if you have several Locations you sell from as it will allow you to set different prices for each Location.
- Sell To – This option will allow you to set prices for each of the Sales Regions you sell to.
All customer records (Company and Contact) have a Customer Tax Rate field, allowing you to set different rates for your customers.
You can specify both a Default Customer Tax Rate and also determine whether or not to Use Customer Tax Rate when working with sales.
Enabling this function means that when you manually adjust the price of an item when working with sales, the system won’t override this if you change the item quantity.
If the function is not enabled, if you manually update an item price and then modify the quantity of items in future, the system will perform a lookup to get the current price and will override the price you manually input.
Once you have configured your Price Types you can select which one will apply to all customer (Company and Contact records) by default.
Price Type field on a Company
Where tax is not being applied to an item, you can choose specifically which rate will be applied in this case e.g. No GST (0%).
If you are connected to an accounting system you can then specify which Tax Rate should apply to all customer (Company and Contact records) by default.
Customer Tax Rate on a Company
Enabling this function means that when you manually adjust the price of an item when working with purchasing, the system won’t override this if you change the item quantity.
If the function is not enabled, if you manually update an item price and then modify the quantity of items in future, the system will perform a lookup to get the current price and will override the price you manually input.