EN pricelist

in Arbeit IN ARBEIT 

Preamble

If the invoicing and/or the exporting shall be used in Autopoll, it is necessary to administrate pricelists in Autopoll. The Autopoll pricelist can be combined with the extra, separate and with costs tool "price monitoring". Details under price monitoring. Price monitoring offer on request.

Menu call up

The pricelist administration is being opened over Data-Price lists or with the icon .

Pricelist list

The meaning of each icon is being explained under general handling.

Pricelist administration

Master data

Desc.: unique name of the pricelist

Selection net or gros pricelist

left side "Products": display of the products in this pricelist with the corresponding actual price

right side "Price": display of the price history of the chosen product on the left side

Left side: administration of products in the pricelist

Product: Selection of the needed product. Selectable are all products which have been stored under Data-Products. See products

VAT rate: Selection of the needed VAT rate. Selectable are all VAT rates which have been stored under Settings-VAT. See VAT

Right side: administration of prices respectively price history

valid from: Date and time from which the price should be valid

Price: product price per unit

NO deleting and NO changing of prices. This would lead to wrong values in case of re-allocations and re-calculation of fillings (e.x. during an invoicing) and to the loss of the price history.

Allocations

There are two options to assign a pricelist to a company or a card reader. The assignment can be done via the folder "Allocations" directly in the pricelist or via the company in the field "Price list", (in the card reader in the field "Price table").

via the pricelist

via the company

The pricelist should be only assigned to companies OR card readers, not to companies and to card readers. Sollte eine Preisliste sowohl Tankautomaten, als auch Firmen zugeordnet sein, kann und wird es zu unklaren Berechnungen während des Exportes und/oder der Faktura kommen, wenn der neu eingestellte Preis nicht sofort zum Tankautomaten übertragen worden ist oder der Preis nachträglich verändert oder eingetragen wurde. Der Preis gilt dann sofort ab dem eingestellten Zeitpunkt, auch wenn er noch nicht in der Tankung steht, denn als Firmenpreisliste bekommt dieses dann Vorrang.

Quick price change function

If the pricelist already exists, then the prices can be changed by using the quick price change function.

valid from: Date and time from which the price should be valid

With the arrow keys on the left side the prices of all (fuel-)products can be increased and decreased in Euro Cent steps.

With the arrow keys on the right side the price of all products can be increased and decreased in Euro Cent steps separately.

Hints

• By storing the prices with three decimal places and calculating amounts with only two decimal places, e.x. while doing a filling lists or invoicing, rounding differences could occur. See gross net
• If possible all prices, rebates, charges and invoicing profiles should be set all to net or all to gross. If net and gross settings are mixed, rounding differences could occur during the calculation of amounts, e.x. while doing a filling lists or invoicing. See gross net
• The changed prices (in case of a card reader pricelist) first have to be transmitted successfully to the card reader/s before they are valid. With a card reader pricelist the price displayed at the card reader in the moment when the filling is done is valid.