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Setting Item Default Prices

In e-automate, cost refers to the amount of money you pay for an inventory item while price represents what a customer would pay for an inventory item. There are a variety of methods you can use in e-automate to set prices for inventory items. The following are ways you can set pricing:

Allowing e-automate to set the price

Enabling the default price

Setting the price using Price Levels

Setting the price using customer pricing

All of the above methods are not covered in this topic; however, you can review each method by reviewing the Inventory topics mentioned here. To understand how you can use e-automate's pricing levels to set inventory items prices, see the Setting Item Price Levels topic. To understand how e-automate can set a specific price for each item for each customer, see the Setting Item Prices - Customer Pricing topic.

This topic will help you understand how you can set an item’s price by enabling the default price, or by choosing not to do anything and allowing e-automate to set the item's price.

Getting to the TransactionGetting to the Transaction

On the e-automate toolbar, click [Items] to open the Items window.

Double-click on the item for which you want to set the price to display the Edit Inventory Item window.

Basic InfoBasic Info

In the Edit Inventory Item window, click on the Prices tab to bring it forward.

Do ONE of the following:

To establish a default price, do the following:

Check the Use Default Price checkbox.

In the Default Price field, enter the default price.
Note: This is the price that is assigned to the item unless the price is overridden by a Price Level or a customer price.

To allow e-automate to set the price for this inventory item:

Verify that no Price Levels are displayed on the Prices tab. If there are no Price Levels listed, skip to Step d.

If there are Price Levels listed, select the Price Level and click [Delete].

If there are multiple Price Levels listed, select each one and click [Delete] until you have removed all Price Levels.

Verify the Use Default Price checkbox is unchecked. If the checkbox is checked, uncheck it.
Note: By telling e-automate to do nothing, it will automatically double your system cost when it adds the item to an invoice.

Completing the TransactionCompleting the Transaction

Click [OK] to save the inventory item changes.