Pricing, Discounts, Taxes, Adjustments, Promotions (5.x)

How to Add or Modify Net Cost Surcharge Pricing in SalesPRO
Summary In SalesPRO, you can add a margin to any Net Cost Surcharge items.   As a reminder, Net Cost items are added to the product price at your cost.  By...
Fri, 8 Jun, 2018 at 10:20 AM
How to Add or Modify Sales Tax Rates in SalesPRO
Summary This article explains how to setup new sales tax rates and modify existing sales tax rates in SalesPRO.  Please note that if you have Roaming Works...
Wed, 11 Jul, 2018 at 1:12 PM
Criteria examples for additional charges
This article will provide examples for creating a variety of automatic additional charges and vendor/customer promotions. How these examples should be u...
Fri, 8 Jun, 2018 at 10:45 AM
How to change the order in which Additional Charges and Customer Promotions are listed in Order Entry in SalesPRO
Summary Beginning with SalesPRO version 5.0.227, users can easily change the sequence in which Additional Charges and Customer Promotions are listed in Ord...
Fri, 8 Jun, 2018 at 10:48 AM
Setting up PLCodes for Customer Promotions
More Information These navigation and entry instructions may not be the only way to complete the desired task.  For more in-depth explanations, any related...
Wed, 11 Jul, 2018 at 1:35 PM
How to identify products with missing discounts using the Pricing Center in SalesPRO
Summary SalesPRO's Pricing center allows you to verify your discount setup and  see which products may be missing either Vendor (cost) or Standard (ret...
Fri, 8 Jun, 2018 at 11:46 AM
How to correct or cancel a payment in SalesPRO
Summary There may be times when it is necessary to make a correction to a payment in the SalesPRO system.  This may happen when a payment is entered incorr...
Fri, 8 Jun, 2018 at 11:52 AM