Where a price and its tax came from · presentation 2 of 5 · for the whole-system operator — you run the books Read the transcript · Back to the series

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Where a price and its tax came from · presentation 2 of 5

Which price list the document opened with

You can trace, in order, how a sales line decided which pricing scheme to use, why the drop-down offered what it offered…

Which scheme was proposed

Step 1 — Start with the branch, not the applet

You will check the right setting first.

Screen capture pending the demo tenant

Organisation applet, the branch edit form, with a Default Pricing Scheme selector

Step 2 — Know when neither default is consulted at all

You will recognise the case that skips both.

What this step names

If the item is priced on exactly one scheme
The picker applies that one and disables the drop-down
No default is looked at

Which rows the picker was given

Step 3 — See why the drop-down offered what it offered

You will understand a list that sometimes looks arbitrary.

Screen capture pending the demo tenant

A sales invoice line, the Pricing Scheme drop-down listing one entry per scheme

Step 4 — Learn where the role permission really bites

You will stop relying on a control in a place it does not apply.

Where this step sits

    flowchart TD
  s1["1. Start with the branch…"]
  s2["2. Know when neither default is consulted…"]
  s3["3. See why the drop-down offered what…"]
  s4["4. Learn where the role permission really…"]
  s5["5. Expect the till and the back…"]
  s6["6. Read what selecting a price actually…"]
  s1 --> s2
  s2 --> s3
  s3 --> s4
  s4 --> s5
  s5 --> s6
  classDef here fill:#1e40af,stroke:#1e40af,color:#ffffff,font-weight:bold;
  class s4 here;

Step 5 — Expect the till and the back office to disagree

You will know why scanning and searching can give different prices.

Where this step sits

    flowchart TD
  s1["1. Start with the branch…"]
  s2["2. Know when neither default is consulted…"]
  s3["3. See why the drop-down offered what…"]
  s4["4. Learn where the role permission really…"]
  s5["5. Expect the till and the back…"]
  s6["6. Read what selecting a price actually…"]
  s1 --> s2
  s2 --> s3
  s3 --> s4
  s4 --> s5
  s5 --> s6
  classDef here fill:#1e40af,stroke:#1e40af,color:#ffffff,font-weight:bold;
  class s5 here;

What the line kept

Step 6 — Read what selecting a price actually stamped

You will know what to look at on a finished line.