Description of the Menu Prices
From Metis Documentation
(→Customer Prices) |
(→Price Types) |
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== Price Types == | == Price Types == | ||
| - | Price | + | Price Types are defined as the different possible variations of prices that can be encountered when creating an offer or placing an order; for example: the '''Sales Price''' and '''Cost Price'''. The three main price types '''Sales Price''', '''Cost Price''' and '''Transfer Price''' found in the Price Types sub-menu are all default price types and cannot be modified or deleted. But from this sub-menu, the User has the possibility to define additional ones based on the business' needs and requirements. |
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=== Creating a Price Type === | === Creating a Price Type === | ||
| - | + | In the '''Price Types''' sub-menu, the "Add" button [[File:MetisSmartModelingAddButton.PNG|link=]] located above the main list allows the user/administrator to create a new Price Type. When it is clicked, the '''Price Type''' creation window opens, it allows to define all related information. The user must enter a name for the price type in the '''Price Type Name''' field having 50 or less characters. | |
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| - | + | {{Note | |
| + | | Mandatory fields are displayed in '''bold''' or with a red triangle in front of the field. | ||
| + | }} | ||
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| + | Once all related mandatory and optional information have been set, the new Price Type can be saved by validating the '''Price Type''' window using the [[File:MetisSmartModelingOKButton.PNG|link=]] button at the bottom of the window. | ||
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=== Modifying a Price Type === | === Modifying a Price Type === | ||
| - | + | In the '''Price Types''' sub-menu, the "Edit" button [[File:MetisSmartModelingEditButton.PNG|link=]] located above the main list allows the user/administrator to apply modifications to all properties related to the selected Price Type. Selecting a Price Type and clicking on it opens the '''Price Type''' edition window where all related properties and information can be edited. | |
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| - | + | For detailed descriptions of all information available in this window please refer to the section dedicated to the creation of a new Price Type. Modifications applied to the selected Price Type will only be saved once the Price Type edition window is validated using the [[File:MetisSmartModelingOKButton.PNG|link=]] button at the bottom of the window. This will update the list displayed on the main screen. Using the "Cancel" [[File:MetisSmartModelingCancelButton.PNG|link=]] button discards all changes and closes the window. | |
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[[File:MSM-Prices--Price-Types-Edit.png|center]] | [[File:MSM-Prices--Price-Types-Edit.png|center]] | ||
}} | }} | ||
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=== Deleting a Price Type === | === Deleting a Price Type === | ||
| - | + | In the '''Price Types''' sub-menu, the "Delete" button [[File:MetisSmartModelingDeleteButton.PNG|link=]] located above the main list allows the user/administrator to delete the selected Price Type. Selecting one or more Price Type and clicking on it displays the following confirmation window. | |
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| - | + | Once the warning is confirmed, the selected Price Type is removed from Metis Smart Suite and deleted from the Metis Database. | |
== Currencies == | == Currencies == | ||