Other questions
Thank you for joining this thread, ireneybeenie.
The information shown in the Rate column of the invoice is pulled from the amount entered in the Sales Price section of the item. You can set price rules with conditions based on the customer, item, sales rep, and class. Override rules can also be used to exclude products from a pricing rule.
To add a rule:
- Launch QBDT and head to the Lists menu at the top and choose Price Rule List.
- Click the Price Rule drop-down to select New.
- Fill in the Price Rule Name field and type a brief description in the Description field.
- Click the Add or Plus icon to set up a condition.
- Select Item and choose any of the following: Item Name, Item Type, or Preferred Vendor.
- Repeat step 5 if you want to create more conditions.
- Key in the date when the price rule goes into effect in the From box and the date when the price rule expires in the To box.
- Enter a percent or amount to increase or lower the price based on the item's base price or cost.
- To make this price rule exclusive, select Exclusive Rule QuickBooks won't combine exclusive rules with any other rules.
- To set custom prices for specific items, tap the Price Overrides button and then click OK.
When you create an invoice, the amount in the Rate column will show in two decimal places.
Browse through this article for more in-depth information about the process: Set up and use Advanced Pricing. It discusses in detail how to automatically change the prices of items on sale based on the price rules you create.
Furthermore, these resources cover all the details of personalizing the look of your sales forms, troubleshooting template issues, and configuring the price level function:
- Set up custom rates or prices for employees, vendors, or customers
- Use and customize form templates
- Fix common issues when you use and customize templates
Reach out to me if you have other QuickBooks concerns or additional questions about sales-related transactions. I'll get back to assist you further.
