How do I add rules to a price list schema?

Overview

A price list schema in metasfresh can be used to copy existing product prices from one price list version to another or to update various customer-specific price lists with new prices in one go. In the price list schema, you can use rules to define which products are affected, for which product category and/or which business partner the schema shall apply, and whether the standard prices shall be increased by a surcharge amount.

Requirements

• Create a price list schema.

Steps

Add schema lines

1. Open “Price List Schema Line” from the menu.
2. Create a new entry.
3. In the field Discount Schema, enter a part of the name of the price list schema to which the schema line shall be assigned and click on the matching result in the drop-down list.
4. In case of multiple lines for the same schema you can specify their order via the field SeqNo.

   Note: The lowest number comes first.

Define rules

1. In the field Product, enter a part of the name or number of the product of your choice and click on the matching result in the drop-down list.
2. Pick a Product Category.
3. In the field Business Partner, enter a part of the name or number of the business partner of your choice and click on the matching result in the drop-down list.
4. Pick a Tax Category.
5. Enter a Std. Price Surcharge Amt. or leave it at 0.00.
6. The field Standard Price Rounding specifies the number of decimal places for price calculations.
7. Pick a Target Tax Category.

   Note: This will become the tax category of the new product prices.

8. metasfresh saves the progress automatically.

Next Steps

• Copy prices and products from one price list version to another.
• Update customer price lists derived from a base price list.