Price levels allow you to define how sales prices are created for price list items or their groups, applied to specific business partners or their groups.
Just like an individual price, each price level can also have a validity period set.
⚠️ Price levels are part of the price list extension service. They are available in the Business and Premium plans.
Where to find price levels
You can easily find a price level using the search tool.
Ways of creating a sales price
Depending on the selected base price, the sales price is calculated using one of three formulas:
Base price | Method | Formula |
Sales price | discount (rebate on sales price) | SP − (SP / 100 × % discount) |
Purchase price | markup | PP / (100 − % markup) × 100 |
Purchase price | margin | PP × (% margin + 100) / 100 |
ℹ️ Both the margin and markup calculations are based on the Purchase price field listed on the price list item. The Purchase price field on a sales document item, on the other hand, shows the actual cost price from the stock card, i.e. the average or FIFO cost. These two figures may therefore differ, and it is the former that is decisive for pricing.
As an example, let's choose a 20% discount from the base sales price.
Quantity discounts
From within a price level, you can also specify a quantity discount:
From the purchase price - by changing the margin or markup from a certain quantity onward
From the sales price - by an additional discount from a certain quantity onward
Since we also chose a discount as the base method for creating the sales price, the quantity discount will likewise be based on a discount. We'll set a 25% discount from 50 pieces, and a 30% discount from 100 pieces.
⚠️ A quantity discount replaces the original discount - it is not an additional 25% or 30% discount on top of the original 20%.
Who and what the level applies to
In the header of the price level, you can select some of the key settings - whether the level should apply to all product groups or to all companies, or whether the document discount should be applied.
ℹ️ The option to not apply the document discount is especially useful when the customer has a percentage discount set in the address book. Without it, the price would be reduced twice - once by the price level and again by the discount carried over to the document.
Validity period
You can also set whether the price level's validity should be temporary.
Selecting items and companies
When setting up a price level for specific records, it's important to remember that at least one value must always be filled in on each side - both on the items side and on the companies side (assuming it is not applied to all companies or product groups).
There are two ways to choose which items and companies a price level applies to:
Validity for specific price list items (the "Price list" tab) or specific companies (the "Company addresses" tab)
Validity for a group of products or companies (or price list groups)
These selections can of course be combined - for example, you can set a price level for two product groups, but at the same time for only one specific company.
Adding from the other side
You can also add an item to a price level "from the other side," i.e. from the detail view of a price list item.
The same applies to the company address book - a company can also be added to a price level from its own detail view.
How to tell that a price level has been applied
A price level is applied automatically once the conditions are met on both sides - the item side and the company side. You never select it manually.
You can find out which level was used in the detail of the document item. There's a Price level field there, which will show the level that was applied. If it's empty, no price level was applied, and the price came from elsewhere.
ℹ️ A price level never changes the price listed on the price list card. The calculation always takes place on the specific document into which you insert the item. You'll find an overview of all pricing layers and their priorities in the introductory hub article.
⚠️ If you change the company on a document that has already been created, the price level for previously inserted items will not be recalculated. The items must be inserted again.
💡 If you need an overview that clearly shows which layer a given document's price was calculated from, we can prepare such a custom query for you. Write to us at podporaflexi@abra.eu.