Sales price types are the fundamental setup that controls which price categories your products can have. Each sales price type represents one kind of sales price, e.g. a standard price, a campaign price, or a VIP price. On each product and each product variant, the system maintains one sales price per type and per organisational unit.
There are two basic variants: the Normal type, which is a fixed price with no time limit, and the Interval type, which is only active in specific time periods (from/to date). The Interval type is typically used for campaigns and temporary offers.
Open Financial and go to Setup, then Sales price types. You are now on the overview of all sales price types in the system.
If you cannot see the menu item, you probably do not have permission for it. Contact support.
The overview shows all defined sales price types as a table. Double-click a row to open the edit screen directly.
System name: The internal identification name for the sales price type. Used in integrations and internal processes.
Display name: The name presented to users in the interface.
Type: Indicates whether the type is Normal or Interval.
Active: Indicates whether the sales price type is active. Deactivated types can be hidden or shown with the "Show deactivated" / "Hide deactivated" button.
Intervals: Shows the defined time periods (From/To date) for Interval types as text. Empty for Normal types.
Priority: Only shown for Interval types. Indicates the priority with which this type applies when several interval price types are active at the same time. Possible values: Lowest, Low, Normal, High, Highest.
Update sales prices based on another sales price type: A checkbox that shows whether this type automatically mirrors the prices from another sales price type (source sales price type). If the column is checked, the prices are not maintained manually, but are calculated automatically based on the source type.
Interval price type scope: Only shown for Interval types. Indicates whether the interval prices apply globally (Global) or only to specific stock organisational units.
Setup changes are in progress: Shows whether a background job is currently running for this sales price type, e.g. a bulk calculation started by a setup change. While such setup changes are running, it is not possible to create, edit, or delete sales price types. The system shows a message with a list of the price types currently being calculated, and asks you to wait until the calculation is finished.
New: Opens the create dialog for a new sales price type. Always active, unless setup changes are in progress.
Edit: Opens the edit screen for the selected sales price type. Active when a type is selected and no setup changes are in progress.
Delete: Deletes the selected sales price type. The button is active when a non-system-defined type is selected. The system type "Default" cannot be deleted. Before deletion, the system checks whether the type is in use. If it is in use, an error message is shown with a list of usage locations, e.g. products, product variants, categories, override rules, label drafts, stock drafts, or other sales price types. If the type is not in use, a confirmation dialog is shown before it is deleted.
Clear sales price types: Clears the sales prices for all products with the selected type. The button is active when a type is selected, and requires the ClearAllSalesPricesOfType permission. The action affects all products that have a sales price defined for the selected type.
Clear sales prices defined on stock organisational unit: Clears interval sales prices defined on a specific stock organisational unit for the selected type. The button is only active when an Interval type is selected, and likewise requires the ClearAllSalesPricesOfType permission.
Show deactivated / Hide deactivated: Toggles whether deactivated sales price types are visible in the list. The text on the button changes depending on the current state.
The More menu contains two advanced actions:
Set up sales price type based on another price type: Opens a dialog that allows you to link the selected sales price type to a source sales price type. The prices for the selected type are then calculated automatically based on the source type's prices, optionally with a percentage surcharge or a discount. The action is active for all types except the system type "Default".
Disconnect update of sales price type: Disconnects the selected sales price type from its source sales price type, so the prices are maintained manually again. The action is only active when the selected type is currently set to update based on a source sales price type.
Click New to create a new sales price type, or select an existing type and click Edit (or double-click the row). The edit screen opens.
If the sales price type is set to update prices based on a source sales price type, an information banner is shown at the top of the edit screen with the text "Sales prices for this type will be updated based on [source name]", optionally supplemented with the configured percentage surcharge. In this state, the three checkboxes (Update price at the top level on change, Prices are only maintained at the top level, Support update of price from composite products) are not visible, since they are not relevant when the prices are controlled automatically.
Display name: The name presented in the interface. Should be clear and descriptive, e.g. "Campaign price" or "VIP".
System name: A unique internal name without spaces, special characters, or æ, ø, å. Locked for editing on existing sales price types.
Active: Indicates whether the sales price type is active and can be used in the system.
Type: Select Normal or Interval. Locked for editing on existing sales price types.
Update price at the top level on change: When checked, the price at the top organisational level is updated automatically if changes are made at underlying levels. Only shown for Normal types that are not in source-updated state.
Prices are only maintained at the top level: Ensures that the sales price is only maintained at the top organisational level. Only shown in non-source-updated state.
Support update of price from composite products: Allows the prices to be updated automatically when the prices of products that are part of a composition change. Only shown in non-source-updated state.
If you select Type = Interval, an extra set of fields is shown in the edit screen.
Scope: Indicates whether the interval prices apply globally for all stock organisational units (Global), or only for selected stock organisational units (Stock org. unit).
Stock org. units: Only shown when Scope is set to "Stock org. unit". Here you select, in a multi-select list, which stock organisational units the interval prices apply to. The system validates that the current stock organisational unit is included in the selection. If saved units are not available to the current user, a warning about this is shown.
Priority: Indicates the priority with which this interval price type applies relative to other active interval types. Possible values: Lowest, Low, Normal, High, Highest.
As discount: Tick this if the interval price should be used as a discount rather than as a replacement price.
Intervals: A list that shows the defined time periods for this interval price type. Here you add, edit, and delete intervals with the plus icon, the pencil icon, and the x icon respectively.
Click the plus icon in the Intervals list to add a new interval, or click the pencil icon to edit an existing one. The "Sales price interval" dialog opens.
From: Start time for the interval (date and time). The interval is active from and including this time.
To: End time for the interval (date and time). The interval is active up to and including this time.
The system validates that From and To form a valid date interval, and that the defined intervals do not overlap each other.
In the right-hand column of the edit screen, the "Override sales price rule" panel is shown. Here, for each node level in the org. unit tree, you can add an override rule that specifies that another sales price type should be used under certain conditions.
Select an organisational unit in the tree. If no override rule exists for the selected node, the button Add override rule is shown. If a rule already exists, the edit fields and the button Remove override rule are shown.
Type: Specifies the condition for the override. The only available condition is "Not in stock in org. unit". The field is locked for editing after creation.
Check stock org. unit: Specifies which stock organisational unit is checked for the "not in stock" condition.
Override sales price rule type: Specifies which other sales price type should be used when the condition is met.
Select a sales price type in the overview and open the More menu. Click Set up sales price type based on another price type to open the configuration dialog.
Sales price type: Shows the display name of the sales price type being configured. The field is for display only and cannot be edited.
Source sales price type: Select the sales price type the prices should be calculated from. The selected source type must not itself be an Interval type.
Percentage surcharge (write minus for discount): Specifies a percentage surcharge that is added to the source price amount. A positive number gives a surcharge, a negative number gives a discount. The field can be left blank if the prices should simply be copied directly from the source type.
Save the dialog to start the calculation. The system then starts a background job that updates all relevant sales prices based on the source type and the specified percentage surcharge.
Sales price types are the central setup used across the system:
At product level: Each product and each product variant can have a sales price defined per sales price type and per organisational unit. The current sales price type for a product determines the price that is presented and used.
At product category level: Each product category can have a default sales price type that is inherited by products in the category.
In the point of sale system: The point of sale system uses the current sales price type to determine which price is taken at a sale, including any customer-related sales price adjustment.
In labels: Label drafts (LabelDraftEntry) use a sales price type to determine which price is printed.
In stock drafts: Stock draft entries (StockDraftEntry) reference a sales price type.
As a source for other sales price types: A sales price type can act as a source for the automatic price calculation of other sales price types.
In override rules: Override rules on sales price types reference another sales price type to be used under certain conditions.
If you have any questions, you are welcome to contact support.
Want to know more?
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