Price levels allow you to define how selling prices are formed for price list items or their groups, applied to specific business partners or their groups.
Each price level, similarly to an individual price, can be assigned a validity period.
The method of selling price formation is divided based on the base price:
Purchase price – margin; markup
Selling price – discount
Additionally, a quantity discount can be specified from the price level:
Based on purchase price – by adjusting the margin or markup from a certain quantity
Based on selling price – by applying an additional discount from a certain quantity
On the Selected Groups tab, you can configure additional key settings — specifying whether the level should be applied to all product groups or all companies, or whether a document discount should be applied.
When assigning a price level to specific records, it is important to remember that at least one value must always be filled in on each side (provided the level is not applied to all companies or product groups).
For demonstration purposes, we will set the price level for just one price list item and one price list group. Both can be done using the Add/Remove button and checking the relevant record.
With the above settings in place, on an invoice for a company belonging to price list group A, item POLOŽKA_1 will have a 20% margin applied (i.e., the selling price formation method defined in the price level).
The same settings available within a price level can also be configured directly on a specific price list item on the Pricing tab.
Or within a product group on the Base Price Level tab.
