Introduction
This article guides you through the steps of adding and updating product prices and tax rates associated with Centegra Plus price levels.
In Centegra Plus, you have the flexibility to assign product prices and tax rates to Centegra Plus price levels. However, it's important to note that assigning prices and tax against POS price levels within Centegra Plus is not possible, as these are inherited from the POS system. Consequently, any adjustments to POS prices and tax must be made directly through the POS system.
For a comparison between Centegra Plus and POS price levels, Click Here.
Contents
There are various areas within Centegra Plus where prices can be seen and updated where applicable:
Using The Price List Report
The most efficient method for updating prices and tax for products against Centegra Plus price levels is through the Price List report. This allows you to make changes across multiple products and multiple price levels within a single page.
For details on managing prices via the Price List report, Click Here.
Within The Product Setup
Prices can be added and updated against Centegra Plus price levels within the product setup page of each individual product. To do this, head to Product Management > Products, locate the product and then select [EDIT] then [PRICES & COSTS] to see all prices and tax associated with the product. Here you can:
Add New Price & Tax
If a price does not already exist for the product on a Centegra Plus price level, you can add one by selecting [NEW PRICE].
In the New Price window:
- Price Level Type: Select the price level type that the price level belongs to.
- Price Level: Select the price level that the price should be assigned to.
- Price Type: Select Price. (For open price products, select: Open Price.)
- Price: Enter the unit price of the product on this price level.
- Tax Rate: Select the tax rate of the product on this price level.
- Price Excludes Tax: Select if the price excludes tax.
Select [SAVE].
Edit Existing Price & Tax
If a price already already exists for the product on a Centegra Plus price level and needs to be updated, select [EDIT] against the price level. The following can be updated:
- Price: Edit the price.
- Tax Rate: Edit the tax rate.
- Price Excludes Tax: Select if the price excludes tax.
Remove Existing Price & Tax
If a price already already exists for the product on a Centegra Plus price level but is no longer required, select [EDIT] and change the Price Type to Disabled:.
Against The Price Level
You cannot directly add new prices for products to a price level. However, if the price already exists, it can be edited within the price level setup page.
Furthermore, within a price level, there is an option to copy the price and tax setup of all products from another price level to the current one. Exercise caution when using this feature, as it cannot be undone.
Edit An Existing Price
To access price level prices:
- Head to Product Management > Price Setup > Price Levels, and select [EDIT] against the price level.
- Then, select the Prices tab.
Then, against the existing product price select [EDIT], and the following can be updated:
- Price Type: Change the price type, if required.
- Price: Edit the price.
- Tax Rate: Edit the tax rate.
- Price Excludes Tax: Select if the price excludes tax.
Copy Prices Feature
The Copy Prices feature allows you to replace all existing price and tax rate settings for products on the current price level with the price and tax rate settings from another selected price level. This feature should be used with caution, as changes made in this way cannot be reversed.
To do this, head to Product Management > Price Setup > Price Levels and select [EDIT] against the price level that is to be updated. Then, to copy prices over:
- Select [COPY PRICES FROM PRICE LEVEL].
- Select the price level that you want to Copy Prices From.
- Select [COPY PRICES] and confirm.
Any price and tax settings against the current price level will be removed, and the current price level will be updated with product prices and tax as per the price level being copied from.
Within A Menu
For organisations using the Menu Management module within Centegra Plus, product prices and tax can be updated directly within the menu. Changes made here update the price and tax against the price level(s) associated with the menu. For more information on this process, Click Here.