Recalculate price or cost on sales order line items based on preconfigured Customer Category, Price Group, Product Line, or Vendor. Recalculate and apply the changes after all products have been added to the order, but before the order is complete.
- Create a sales order.
- In the Detail section, do either of the following:
- Right click a product, and select Recalculate Cost to recalculate cost.
Recommended: Recalculate cost first, if you are planning to recalculate both cost and price.
- Right click a product, and and select Recalculate Prices to recalculate prices.
Note: CTRL+click to select multiple products.
- Right click a product, and select Recalculate Cost to recalculate cost.
- Select the Include Overrides check box to recalculate costs or prices that have overrides in place (optional).
- On the recalculate window, select the Recalculate For method.
- Customer Category: The Category list displays the customer's current category. In the Category box, click and choose the new category pricing that you want to apply.
Note: If you use Customer Category, skip to step 7.
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Price Group: The Recalculate S/O Prices list displays a list of the Price Groups represented by the products in the order.
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Product Line: The Recalculate S/O Prices list displays a list of the Product Lines represented by the products in the order.
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Vendor: The Recalculate S/O Prices list displays a list of the Vendors represented by the products in the order. You can set formulas for as few or as many Vendors as you like.
- Customer Category: The Category list displays the customer's current category. In the Category box, click and choose the new category pricing that you want to apply.
- From the C/L list, choose the cost or list price that you want to change.
- In the +/- cell, type + to increase the cost or a - decrease the cost.
- Do either of the following:
- Type a percentage by which to modify the cost or price in the Amount column.
- To calculate the percent that belongs in the Amount cell, click the drop-down arrow in the Calculator column beside the Amount column.
- Type the gross profit percent for the sale, based on the markup percentage for Enter Desired Gross Profit Percent. For example, if you want to make a gross profit of 25"%, type 33.33 into this box. This number should be entered as a whole percent, not a decimal value (i.e. 25 for 25%, not .25). When you enter a desired gross profit, the correct discount is calculated and appears in the Amount. Press the Tab key after entering the value.
- Calculate a Desired Multiplier based on a multiplier. For example, to calculate 3 times the cost, type 3 to calculate a 200% markup. Press the Tab key after entering this value.
- Specify CHAIN DISCOUNT percent amounts, separated by slashes. For example, 15/10/2-5 means take 15% off total, n 10% off that, then 5% off that total twice. When you specify these amounts, the corresponding amounts are calculated and appear in the table. Press the Tab key after entering this value..
- Click Recalculate.