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The price book, and which price actually reaches the line · presentation 4 of 5 · for the whole-system operator — you run the books Read the transcript · Back to the series

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The price book, and which price actually reaches the line · presentation 4 of 5

Where the number came from, and what the line forgets

You can trace any discounted line back to the price set that produced it…

Three fields, two habits

Step 1 — Know which field the book writes on an invoice

You will read a sales invoice line correctly.

Screen capture pending the demo tenant

Sales Invoice, an item line showing Unit Price Std, Unit Discount and Unit Price Net with a description

Step 2 — Know why a till line can look like it was never discounted

You will stop trusting the discount column at a counter.

Where this step sits
    flowchart TD
  s1["1. Know which field the book writes…"]
  s2["2. Know why a till line can…"]
  s3["3. Accept that the line does not…"]
  s4["4. Make the name carry the weight…"]
  s5["5. Use the guard the sales invoice…"]
  s6["6. Answer the question in this order"]
  s1 --> s2
  s2 --> s3
  s3 --> s4
  s4 --> s5
  s5 --> s6
  classDef here fill:#1e40af,stroke:#1e40af,color:#ffffff,font-weight:bold;
  class s2 here;

The audit trail that is a string

Step 3 — Accept that the line does not remember the book

You will know why "which promotion priced this" is a hard question.

Where this step sits
    flowchart TD
  s1["1. Know which field the book writes…"]
  s2["2. Know why a till line can…"]
  s3["3. Accept that the line does not…"]
  s4["4. Make the name carry the weight…"]
  s5["5. Use the guard the sales invoice…"]
  s6["6. Answer the question in this order"]
  s1 --> s2
  s2 --> s3
  s3 --> s4
  s4 --> s5
  s5 --> s6
  classDef here fill:#1e40af,stroke:#1e40af,color:#ffffff,font-weight:bold;
  class s3 here;

Step 4 — Make the name carry the weight it has been given

You will have a policy that costs nothing and saves a great deal.

Screen capture pending the demo tenant

Pricebook applet, Price Set create, the Pricing Set Name field

Step 5 — Use the guard the sales invoice gives you

You will know which screen protects a promoted price and which does not.

  • Confirm, and the treatment is cleared rather than silently layered over
Screen capture pending the demo tenant

Sales Invoice, the Manual Price Override confirmation naming the applied treatment

Step 6 — Answer the question in this order

You will have the routine.

What you do
  1. Start with the line's description, which names the price set if a price book…
  2. Find that price set and read its treatment: the operator…

NarrationSlide 1 of 9

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