Price Level Advance  

Purpose: The Price Level Advance module allows you to create and manage price levels for items based on different states or branches. This helps you control which price level should be applied automatically during billing for each location.

You can also use advanced filters to find items by brand, supplier, or category. This makes it easy to update prices only for the required items instead of the entire item list.

With this screen, you can:Create new price levels, Map items to those price levels and Assign price levels to specific branches.All of this can be done from a single, easy-to-use screen, making the process faster, simpler, and more efficient.

For example, if you want to set a special price level for the Chennai branch where all Samsung mobiles are priced differently, you can create a price level named “Chennai Samsung Price level”, filter the items by Brand -> Samsung, and map this price level to the Chennai branch, so the updated prices automatically apply during billing at that location.

Prerequisite for applying Price level  

Before creating a price level, make sure you have enabled the configuration for applying the prices from price list for Sales order, Quotation and Sales bill.

Go to Tools -> Configuration -> Business configuration and choose Process Outward and set the Select Sell price for Sales order and quotation from as "Price List" and click on Save button.

How to create Price level and the steps followed in price Level Advance Procedure:

1.  Navigate to Inventory → Price Fixing → Price Level Advance.

2.  From the dropdown list, search for the price level you have already created in the Price Level Master. You can also create a new price level in the Price Level Master. For detailed steps, refer to the link Create Price Level.

To create a new price level in Price level advance screen itself , click the "+" button and enter the required details.

• Price Level Name – Enter a name for the price level.

• Branch Name – Select the branch from the dropdown, then click Save.

Once the price level is saved, select it from the list. All associated items will be displayed below.

3.Using the Branch filter, you can select the state, circle or Branch Area in which based on the branch filter it will display the branch details in the select branch field.

4.  Click on the Map Branches option. This allows you to map the selected price level to other branches.Enable the Applies To checkbox for the relevant branches and click Save. This will make the price level available in the selected branches.

5.Using Advance Filter option , you can filter the items which are based /mapped for Brands, Suppliers, and Categories which will filter and display the respective items.

6.  Use the Search Item Name option to filter items by name.

7.  Select  the parameter from the drop down

• Mark Up – To increase the prices.

• Mark Down – To decrease the prices.

• Price – To set a specific selling price for the item.

8.  Choose the basis for the price adjustment Cost Price,Selling Price,Landing Cost and MRP.

9.  Select how the adjustment should be applied using Percentage or Amount.

10.  Select a Round Off option based on your requirement: None, Lower, Nearest, or Upper
Also, set the rounding value (e.g., 0, 0.5, or 1).

11.   If required, enter the Start Quantity and End Quantity to apply quantity-based pricing.

12.  Set the price values for the quantity range. For example:

• 1–10 qty → Price ₹1000

• 11–20 qty → Price ₹1100

Click Save to apply the configuration.

How to apply the price level while billing the mapped items in sale bill  

1.Click Sales > Sale bill

2.Select the customer in the sales bill as attached in the below screen shot, if you need to map the desired price level for the customer and refer to the below link to set the price level or customer

Link: https://help.true-pos.com/Select-Price-Level-for-Customer.html

3.Also, Select the Item in the sales bill screen which is mapped under the respective price level in the Price level advance and you can check the price according to the price level which you have set

FAQ  

Q1) How to map bulk items to price level?

Answer -The migration "Price level Vs Item mapping" can be used. Refer to the link Migration Process to know about the migration process

Q2) Can Price level be mapped to the items, location wise?

Answer - Yes, it is possible by loading the price level by searching and then using map branches option, you can map the price level location wise and save it.

Q3) Can we change the value of the items mapped to the price level?

Yes, you can load the price level in the Price level advance screen, and the items associated with it will be listed. The value column will be edited and changes can be done.

Q4) Price level vs item mapped price was not getting applied in the sales bill?

Answer- Checklist

1: Go to Tools-> Configuration ->Business Configuration ->"Apply Price level" should be mapped to "Sales"

2. In  "Price level vs advance"- Item were mapped

3. Price level mapped to the "Customer" in the Customer master

4.In Item Master  "Item Open type " were mapped as "Open type" then the price level will not applied to the item, Please change it to "None" or "Non-Open".