On the page Settings > Prices and discounts, you can add and adjust different prices. In Orderry, a price is a markup to the cost price of the products that you indicate when posting to the stock.
For example, you buy an item at a cost price of 200. There is a 100% markup for the retail price and 15% for the wholesale price. The retail price of such items will be 400 and the wholesale price will be 230.
You can also use a particular type of price as a personal discount for the customer on goods during the sale or on materials in work orders and invoices.
For example, you have regular customers for whom the markup is lower for all items. You can create a price for regulars with a lower markup and set this type of price as a discount in the profile of those customers.
Prices can be calculated automatically when posting or set manually in the product profiles. Prices can be selected when adding products to work orders, sales, or invoices, as well as during the printing of price tags and labels.
How to Create a New Price
1. Click + Price.
2. Enter the title and sale margin in percentage value (this can be a value with minus if needed)
3. Choose the roles of employees who will have access to reviewing this type of price.
4. Click Create.
After creating a new price, it will be automatically applied to all existing products in the inventory.
How to Edit a Price
All created prices are displayed in a table with the name and amount of the markup. To edit the price, double-click on its name. Make changes and save them.
Important: When you edit the value of the current markup, the new value is applied only to the new products purchased. If you want to change the value of the markup so that it is applied at once to all the goods in your stock, then you have to remove this price and create a new one with the markup value you need. In this case, this price is applied to all products because it is created as a new one.
You can find more information about the mass price change (price review) in this article.
To delete the price check one or several prices and click the delete button.
Please note that you will not be able to delete the price if it is set by default in the work order, sale, or invoice. You can change the default price on the page “Settings > Prices and discounts” under the table with the list of prices.
Features and Use of Prices in Orderry
You can adjust the use of default prices for work orders, sales, and invoices:
Default price for Work Orders. When you add a product to the work order, a specified price will be set.
Default price for Sales. The specified price will be set when you add products to sales.
Default price for Invoices. When you add products to the invoice, a specified price will be set.
For example, if you always add items at a repair price to work orders, you can set the price “Repair” in the field “Default price for Work Orders”.
You can also set up the price rounding when you post products or when you add money to the cashbox. To do this, enable the relevant checkbox and indicate to which digit to round the sums. More information on how the price rounding works is here.
There are two types of discounts in Orderry — Discount and Company discount. The difference is in how they affect the calculation of employees' wages.
Discount. Employees' wages are calculated including the discount. That is, such a discount reduces the wage amount.
Company discount. Employees' wages are calculated without taking into account the discount. Thus, this discount type does not affect the amount of the employee's wage.
You can choose a particular type of discount and it will be set for work orders, sales, and invoices. To prevent employees from being able to change the discount type, you have to check the “Can set the discount type” option in the settings of the employee role.