Setting multiple prices for a product

<p><span style="font-weight: 400;">From STEL Order you can add different prices to the same product through the rates functionality and display one price or another depending on the rate assigned to each customer. We also show you how to configure special prices per product, both for customers and suppliers. <p> </p> <h2 id="01GDJC29XHJK0WJ65CE06JQ2YQ"><strong>Create rates </strong></h2>. <p><span style="font-weight: 400;">Create a rate in: </span><strong>Settings &gt; Basic Settings &gt; Pricing Rates&gt; + New. </strong></p> <p><span style="font-weight: 400;">Once you have created a rate, you have a section in all the tabs of all your products that says <strong>Rates, </strong>where you must configure the prices for that rate. </span></p> <p> </p> <ol class="list-number"> <ol class="list-number"> </ol> </ol><ul> <li style="list-style-type: none;"> <ul class="list-check"> <li><strong>Assign price to rates manually:</strong></li></li>. </ul> </li> </ul> <p><span style="font-weight: 400;">To assign price to the tariff manually you must enter the product sheet, <strong>Rates tab</strong>, click on the tariff and in the "Price" tariff field indicate the price. </span></p> <p><span style="font-weight: 400;">It is important not to be in "Edit" mode, if you are in edit mode the <strong>Rates</strong> tab is disabled. </span></p> <p> </p> <ol class="list-number"> <ol class="list-number"> </ol> </ol><ul> <li style="list-style-type: none;"> <ul class="list-check"> <li><strong><a href="https://help.stelorder.com/hc/es/articles/7285570004893" target="_blank" rel="noopener noreferrer">Import</a> new product files with tariff prices: </strong></li> </ul> </li> </ul> <p><span style="font-weight: 400;">Once the tariffs are created, you must prepare an Excel file that includes all the information of the products to be imported with a column for each of the tariffs indicating the price of the products according to tariff. </span></p> <p><span style="font-weight: 400;">To make the import access the section: </span><strong>Settings &gt; Import/Export &gt; Import from file</strong></p>/p> <p><span style="font-weight: 400;">Attach the file you are going to import by clicking </span><strong>Select a file</strong><span style="font-weight: 400;"> or you can also drag it from your PC to the document drawing. </span></p> <p><span style="font-weight: 400;">Select the fields information type, reference, header lines, format and at the bottom select the additional information you require or leave on Ignore column if you do not want to map these fields. </span></p> <p class="noteES">Remember, in the "Reference" field you must indicate if your references are manual<br>or, on the contrary, some you have created in the program.</p> <p><span style="noteES">. <p><span style="font-weight: 400;">The first five rows of the file are displayed, it is here where you must match each column with the corresponding STEL Order field, indicate</span><span style="font-weight: 400;"> which column refers to the Base Sales Price, and which ones to the price of each of the rates.</span></p> <p><span style="font-weight: 400;">Once this is done, simply click on the </span><strong>Import</strong><span style="font-weight: 400;"> button at the top to start the import.</span></p><p>. <p></p> </p> <ol class="list-number"> <ol class="list-number"> </ol> </ol><ul> <li style="list-style-type: none;"> <ul class="list-check"> <li><strong><a href="https://help.stelorder.com/hc/es/articles/7286300678941" target="_blank" rel="noopener noreferrer">Update</a> product files with rates:</strong></li><li> </ul> </li> </ul> <p><span style="font-weight: 400;">You must prepare an Excel with all the information of the products to update, </span><span style="font-weight: 400;">with a column for each of the tariffs indicating the price of the products according to tariff. </span></p> <p><span style="font-weight: 400;">To make the update you must go to: </span><strong>Settings &gt; Import/Export &gt; Update from file</strong></p>. <p><span style="font-weight: 400;">Attach the file you are going to update by clicking </span><strong>Select a file</strong><span style="font-weight: 400;"> or you can also drag it from your PC to the document drawing. </span></p> <p><span style="font-weight: 400;">Select the fields information type, key attribute, reference, header lines, format, new elements and existing elements, at the bottom indicate additional information. The first five rows of the file will be displayed, this is where you must match each column with the corresponding STEL Order field, indicate</span><span style="font-weight: 400;">which column refers to the base selling price, and which ones to the price of each of the rates.</span></p> <p class="noteES">Remember that the key attribute you choose must be included in your Excel and must not change. This is the field that the program uses to recognize the items you are updating. In the Reference field you must indicate if your references are manual or, on the contrary, some that you have created in the program.</p> <p><span style="text-align"> </p> <p><span style="text-align">. <p><span style="font-weight: 400;">Once you have done this, just click on the </span><strong>Update</strong><span style="font-weight: 400;"> button at the top to start the import. </span></p> <p></p> </p> <ol class="list-number"> <ol class="list-number"> </ol> </ol><ul> <li style="list-style-type: none;"> <ul class="list-check"> <li><strong>Assign rate to customer:</strong></li></li>. </ul> </li> </ul> <p><span style="font-weight: 400;">You must assign each customer the corresponding rate, so that the prices associated with that rate are automatically charged when you create a sales document for that customer.</span></p> <p><span style="font-weight: 400;">Set up a sales document for each customer. <p><span style="font-weight: 400;">Go to the customer file, <strong>Commercial</strong> tab, in the "Rates" field you can indicate the rate assigned to that customer. </span></p> <p><span style="font-weight: 400;">You can also assign rates to your customers in bulk by means of a file update, you must prepare an Excel file for each group of customers according to rate. From: </strong><strong>Settings &gt; Import / Export &gt; <a href="https://help.stelorder.com/hc/es/articles/7286300678941" target="_blank" rel="noopener noreferrer">Update </a>from file</strong><span style="font-weight: 400;">. </span></p> <p></p> </p> <p></p> </p> <p>. <p> </p> <p>. <h2 id="01GDJCDJCD68WZGNX7B4R6W58YN06"><strong>Set special product prices on customers and suppliers</strong></h2>. <p><span style="font-weight: 400;">Special sale and purchase prices are used to indicate to a customer or supplier a different price for a specific product or service. </span></p> <p></p> <p></p> <p><span style="font-weight: 400;">To set special prices for Customers or Suppliers, we can configure it from the product file itself, as well as from the customer and supplier files.</span></p> <p></p> <p><span style="font-weight: 400;">Special prices for Customers or Suppliers, we can configure it from the product file itself, as well as from the customer and supplier files. <p></p> <p></p> <p><span style="font-weight: 400;">From the product file:</span></p> <p><span style="font-weight: 400;">From the product file:</span></p> <ol class="list-number"> <ol class="list-number"> </ol> </ol><ul> <li style="list-style-type: none;"> <ul class="list-number"> <li> <span style="font-weight: 400;">Go to </span><strong>Catalog</strong><span style="font-weight: 400;">and open the tab for a </span><strong>Product</strong><span style="font-weight: 400;">or </span><strong>Service</strong><span style="font-weight: 400;">.</span><li> </li> <li> <span style="font-weight: 400;">Go to the </span><strong>Rates &gt tab; Special Sale Prices</strong><span style="font-weight: 400;">for </span><strong>Customers</strong><span style="font-weight: 400;">, or </span><strong>Special Purchase Prices</strong><span style="font-weight: 400;">for </span><strong>Suppliers</strong><span style="font-weight: 400;">.</span> </li> <li> <span style="font-weight: 400;">Click on the </span><strong>+ New </strong></strong><span style="font-weight: 400;">button and select the </span><strong>Customer/Supplier</strong><span style="font-weight: 400;">and indicate the </span><strong>Special Price</strong><span style="font-weight: 400;">to be loaded for this product when creating a document for this Customer/Supplier.</span> </li> <li> <span style="font-weight: 400;">Click </span><strong>Save</strong></strong><span style="font-weight: 400;">.</span> </li> <li> <span style="font-weight: 400;">Repeat </span><strong>Steps 1, 2, 3</strong><span style="font-weight: 400;"> and </span><strong>4</strong><span style="font-weight: 400;"> to configure all </span><strong>Special Prices</strong><span style="font-weight: 400;">as needed.</span> </span> </li> </ul> </li> </ul> <p><span style="font-weight: 400;">From the Customer/Vendor tab:</span></p>. <ol class="list-number"> <ol class="list-number"> </ol> </ol><ul> <li style="list-style-type: none;"> <ul class="list-number"> <li> <span style="font-weight: 400;">Go to </span><strong>Customers </strong><span style="font-weight: 400;">or</span><strong>Purchases &gt; Suppliers </strong><span style="font-weight: 400;">and open the tab of a </span><strong>Customer </strong><span style="font-weight: 400;">or a </span><strong>Supplier</strong><span style="font-weight: 400;">, respectively</span><strong>.</strong> </li> <li> <span style="font-weight: 400;">Go to the </span><strong>Special Prices</strong><span style="font-weight: 400;">tab</span><strong>. </li> <li> <span style="font-weight: 400;">Click on the </span><strong>New</strong><strong><strong> + </strong><span style="font-weight: 400;">button and select the Product/service and indicate the Special Price to be charged for this product when creating a document for this Customer/Supplier.</span> </span> </li> <li> <span style="font-weight: 400;">Click on </span><strong>Save</strong></strong><span style="font-weight: 400;">.</span> </li> <li> <span style="font-weight: 400;">Repeat </span><strong>Steps 1, 2, 3</strong><span style="font-weight: 400;"> and </span><strong>4</strong><span style="font-weight: 400;"> to configure all </span><strong>Special Prices</strong><span style="font-weight: 400;">as needed.</span> </span> </li> </ul> </li> </ul>