Price management of sales item

Disclaimer

All screenshots in the article were taken in the Dutch version of Yuki.

You can view the price history for a sales item as soon as it is added to a price list or whenever the price (including or excluding VAT) and/or the VAT rate for the sales item is changed.

Effective date of price changes

Only the effective date of the price change(s) is automatically entered and processed in the price management of the relevant item.

Access to Price management sales item

To access:

• click on the Sales icon in the navigation bar
• click on Sales items
• click on the description of the item whose price history you want to view
• then under the heading Price lists, click on the price list line.

Price management sales item

On this screen, you can view all the details of the sales item's price history, including the end date of the old price and the start date of the new price.

AVAILABLE USER ACTIONS

From this screen a user can:

• enter a start date (new price) or end date (old price) 
• change the price or VAT rate of the sales item
• add a new price for the sales item
• update the prices of sales item in bulk.
  
  

Enter start date (new price) or end date (old price)

Start date new sales item price 

To enter a new price for the sales item from a certain date:

• click on the line of the corresponding price
  
  The following screen is opened:
  
  
  
• in the Valid from field, select the correct start date of the item price. If required, you also record the end date of the new item price.
• check that all entries in the remaining fields are still correct
• click on the Save button to record the changed start or end date
• then clcik on the Save button to record the new price of the sales item. 

End date old sales item price

To enter the old price to a certain date for the sales item:

• click on the line of the corresponding price
• in the Valid until field (see screenshot above), select the correct end date of the sales item price
• then click on the Save button to record the end date of the old item price.
  
  

Change price or VAT rate of sales item

To change the VAT rate or price of the sales item:

• click on the line of the corresponding price
• in the VAT rate or Price field, enter the correct VAt rate and/or price
• check that all entries in the remaining fields are still correct
• then click on the Save button to record the changed VAT rate or price.
  
  

Add new sales item price

To add an entirely new price for the sales item, click on the Add a new price button.

For a detailed description, see article Add sales item (with new price) to price list.

Update prices of sales item in bulk

To update the prices of a sales item at once, click on the Update prices button.

For a detailed description, see article Update prices of sales item in bulk.