New - Guide - Pricing Setup

In this guide we run through the setup involved with the Pricing module in Cybake

For how to use Price Lists, please see the following: 
Guide - How to use the Price Lists screen

1. Company Pricing Setup
2. Customer Pricing Settings
3. Customer Discounts
4. Customer Special Prices
5. How Head Office affects pricing
6. Customer Price List Assignment
7. Using Price Lists

Company Pricing Setup

Settings / Pricing

Ensure you have all items below setup before you process any orders in Cybake:

 

Head Office Stock Costing
for Cybake users using the Stock and Retail modules

 

Here you can select which Cost Price List to use:

Navigate to LINK Recipe Cost Price List to create a different Price Lists

Apply Discount to Special Prices

This will apply a discount to any Special Prices that are setup for the Customer in the
Discount Category Group:

Company Discount Category Group

Head to products/categorygroups to create and configure your Discount Category Group
Guide - Product Groups, Categories & Category Groups

Next head to admin/myCompany/ Categories and select the recently created Category:

 

You can then set the Discount Percentage for each customer in their profile under:
Customer Discounts

Restrict Orders to Price List Setting

To template all customers Daily Order screen in Cybake, you can enable Restrict to Price List.
This will allow a head office user to only add products from the customers assigned Price List. 
Please contact [e-mail] to discuss further and enable this setting.

Restrict Shop to Price List Setting

Like the Restrict Orders to Price Lists setting, this will apply to all Cybake Shop users that will only see products assigned to their Customer Price List without the need to configure Screen Layouts

Please contact [e-mail] to discuss further.

Tax Rate Override

This is intended for use with cross border Cybake users, where you are sending goods across the border.

 

Company Delivery Note unpriced/priced setting

 

Set the company wide setting for Priced/Unpriced Delivery Notes.

Customers individual settings will be defaulted from the the company setting but can be changed per customer.

 

 

Customer Pricing Settings

Settings

Price List

From here you can set the Price List your customer is assigned to.

Please see where else Price Lists can be assigned under Customer Price List Assignment.

Zero Tax Rate

This will set all products bought by this customer to be zero rated for tax purposes, regardless of the tax rate for the product. If this customer is outside your tax region, you need to ensure that their tax registration number is recorded.

Customer Discounts

Category Discounts

Set the amount to discount from the Categories of products that have been assigned

Head to the Customer profile, select Pricing, see Category Discounts then enter the amount you want to discount under Discount Percentage:

Overall Discounts
An Overall Discount can be set an invoice value threshold. Once the threshold is hit, the discount will take effect.

Head to the customer profile, select Pricing, see Overall Discounts then enter the amount you want to discount under Discount Percentage

How multiple Discounts work

If a customer has a Category Discount and an Overall Discount, then the discount starts at the Category Discount on the product line, and will then finish with the Overall Discount on the invoice:

How a Category Discount Looks on an Order Screen


A Category Discount Product will appear as normal on an Order screen in Cybake

Customer Special Prices

To set a Special Price, select +Add Products and continue to setup your Special Price.

Select an End Date if required:

How a Special Price looks on an order

Below we can see how a Special Price has been applied to an Order Line in Cybake.

The text will turn yellow, indicating that the Special Price has been applied:

Daily Order Screen Special Price

Weekly Order Screen Special Price

 

How Head Office affects pricing

For more on the Head Office Invoice setting, please see Head Office Invoicing

Special Pricing

A child company of a Head Office account will have Special Prices set at Head Office level:

 

Customer Price List Assignment

Customer Creation Wizard

When you create a customer, you can assign them to a Price List in the Customer Wizard.

Otherwise the Default Price List will be applied

 

 

Customer Price List

To assign a Price List to an existing Customer, head to Pricing / Customer Price Lists.

Choose you customer and select the Price List from the dropdown then hit Save:

 

 

 

You can also view an assigned Price List in the customer profile, under Pricing and change this:

 

Using Price Lists

When settings have been applied, you are now ready to use the Price List screens

Please see the following:
Guide - How to use the Price Lists screen