Preconditions:
- You have opened the parts management: Utilities > Parts > Management.
- You have defined the currencies and currency codes in the settings (Options > Settings > User > Management > Parts).
Specify price information
- Select the Prices / Other tab for the selected parts.
- Enter the data.
Assume you want to order cables. The manufacturer sells the cables in lots of 4 rolls at 25 m each for 200 US dollars per lot. The minimum order amount is thus 100 m of cable. The price unit is "25", the quantity unit "m", and the quantity per packaging "4". So you enter the following values into the fields:
Price unit: 25
Quantity unit: m
Quantity/packaging: 4
Purchase price/price unit: 50 USD
Purchase price/packaging: 200 USD
Calculate purchase price
- Select [Extras] > Prices for the selected parts.
- Specify which purchase prices should be calculated by selecting the appropriate option in the Calculate prices dialog.
Note:
You can only select one option at a time for a currency, i.e., you can calculate either the "Purchase price/price unit" or the "Purchase price/packaging".
Assume that the purchase price per package is 200 US dollars for the cable, and the Quantity/packaging is "4". You can now calculate the other purchase price by selecting the option Purchase price/price unit for currency 1 in the Calculate prices dialog and clicking [OK]. The purchase price/price unit will then be displayed as "50 USD" for currency 1 on the Prices / Other tab.
There is no currency conversion via the options for the Currency 2 field in the Calculate prices dialog, but rather a purchase price calculation. For this to work, however, you must enter a purchase price in the field for currency 2 in the Prices / Other tab.
Converting currencies
- Select [Extras] > Currencies for the selected parts.
- In the Convert group box of the Convert currencies dialog, specify the direction in which conversion should be performed.
- In the Selection group box, specify which prices should be converted: Select the appropriate check box or check boxes.
Note:
In the Currencies group box of this dialog, the specified exchange rate configured under Options > Settings > User > Management > Parts > [Currency] is displayed.
See also