Price change for sold items

Price change for sold items

Promjena cijene za prodatu robu (12E)

Procedure of price change for sold itemsxists in two types. Price change for goods sold (12D) does not take into account the discount granted to customers, while Price change for goods sold (12E) in addition to change in price, also takes into account the discount.

Before START of using these procedures, please chack carefully the instructions !  Careless use of the procedure on incorrect data will IRREVOCABLELY change the data, important for trade ledgers and posting stocks at retail price!

1. Recommended use

If we use sales price on the issued invoices, which differs from the sales price in the sales calculation of the Item at the moment of the sale, then :

• automatic posting of goods for the issued invoice debits the value of stock at the price at which they are placed on stock, which is always the price from the Sales calculation from Item Register. This price form the Sales calculation from Item Register is written at the tab Sales calculation on the document. 
• Trade ledgers will for the printing method "Price from the document position" the differences in price print in the column "Receipt" . (see the detailed description in the chapter Price from the document position ).

2. What does and what requires the Procedure for changing the price from issued invoice

For some users, the recommended way of working does not suit them, but they would like a document to be created for each issued invoice, which was issued with a different selling price. They would  make price change document for the quantity sold. The value of the price change is then the value by which the regular price is reduced (price change at the point of sale or the discount granted) or the value of the addition to the regular selling price.

In such a case we will :

• for issued invoices from the selected type of sales document (because we invoice the sale of goods, where the values at retail prices appear in the Trade ledgers) select the Wizard to create the Price change document. There will be created as many documents as there are combinations of the warehouse and the date of issue (the entire daily turnover of an individual warehouse is then shown on an individual document). The procedure simultaneously CHANGES the sales calculation, which will be written on the tab Sales calculation on the issued invoice (which in the recommended mode is always the price form the Sales calculation of the Item register, which was valid at the time of creating the issued invoice).

You will IRREVERSIBLY change the information about the selling price from the price list, which was valid at the time of sale. These are data which are directly used in Trade ledgers and to post stock at retails prices, so it is necessary to be CAREFUL here, especially if we correct the data backwards.

• automatic posting of goods will charge the value of stock for the price change document and also for the difference between the price from the sales calculation on the issued invoice and the actual sales price 
• it is need that the automatic posting of goods is done AFTER we have started the wizard to create the document for price change. This changes the sales calculation, which is written in the sales calculation on the issued invoices and which is directly used as data for posting the value of goods sold. 

Date from	we select the start date for chacking the sales price in the document and the price in the sales calculation of the Item register. The program offers the current date by default.
Date to	we select the end date for checking the sales price in the document and the price in the sales calculation of the item register.  The program offers the current date by default.
Document type	we enter the types of documents, where the procedure within the given date limits check the compliance of the sales price in the document and the price in the sales calculation of the item register. If there are several types of documents, we can use multi-select option.  It is possible to select only issue documents (wholesale and POS).
Price change	we can select the type of the document for price change.
	click on that button we start creating a document for price change. Each document thus confirmed is automatically given the status "Confirmed", but (unlike the usual document for price change) such confirmation will NOT be written in the sales calculation of the item register, because the purpose of the document is to change prices only for the issued quantity. Any attempt to confirm a document, which was created by this procedure, will report an error instead of the usual window for confirming the price change document (see Document already approved! Prices cannot be approved anymore!)  The price change document will be created for each delivery warehouse and for each date separately! The price change document will be created for the same warehouse from which the items were issued (data from issued invoice).
	click on that button ends the procedure, and the documents will not be created

Related examples:

• Example for printing a Trade ledger when using a special procedure (12E) 
• Comparison of automatic postings of goods