Recalculating Pricing

How to update prices on a sales order

EBMS contains powerful pricing tools within the sales order to change pricing quickly. These tools can be used to update the pricing on an existing sales order to the most recent prices or change prices based on a different price level or formula.

Recalculate All Prices Menu Option

Update pricing on a sales order to the current inventory pricing by selecting Edit > Recalculate All Prices from the sales order menu as shown below:

The following dialog will appear only if the sales order contains a materials list (or multiple materials lists) with an inventory item located on the header line. The system offers 2 different ways to calculate pricing for a materials list:

1. Derive the pricing of the header line of the materials list.
2. Calculate the pricing of the header line by recalculating the price of each item in the materials list. The header line then becomes the total of each detail line.

Select the Yes button to calculate using option #1 or No to calculate using option #2.  
The dialog shown above will appear only if the sales order contains materials list with an inventory item on the header line. 

Change Price Level

The Price Level setting on the sales order is copied from the customer record. The following dialog will appear when the Price Level located on the header of the sales order is manually changed:

1. Enable the Change G/L code on invoice lines option to change the general ledger code on the invoice lines. Review the Default Pricing and Price Levels section of the inventory documentation for more details on the revenue financial accounts and price levels. 

2. Enable the Recalculate pricing to update prices to the new price level price. Prices will not change if this option is disabled.  

3. Enable the Change price level only on invoice lines with the same [selected] price level option to change only details lines that match the Price Level setting on the sales order header. For example, recalculating the pricing for Retail would only affect invoice lines with Retail as their price level. Uncheck this option to update all pricing, regardless of the original price level. (Review the Column Appearance section of the main documentation to make the Price Level visible for each sales order detail line.)

4. Click OK to update prices.

Pricing Tool Bar

The pricing tool bar setting for each sales order detail line: The pricing tool bar is displayed or hidden by selecting View > Price Tool Bar from the invoice menu. Review the Proposal Pricing section for more details on this tool that appears on both the proposal and the sales order dialog.

Change Customer

Pricing be changed from the Edit > Change Customer option in the sales order header menu.

Enable the Recalculate prices option.

Review the Pricing section of the inventory documentation to set prices for each inventory item.

Set the Price Level setting within the customer account record's General tab to permanently change the customer's default price level.