Price List Items

Price List Items are products and/or services that you use on Invoices or Credit Notes on a regular basis. Using Price List Items can greatly speed up the entering of transactions into AccountsPortal, as you do not have to manually key in the relevant information each time.

Price List Items can only be used in Invoices and Credit Notes.

 

VIEW PRICE LIST ITEMS

Navigate to the Settings tab and click on the Price List tab.

 

ADD OR EDIT PRICE LIST ITEMS

Proceed to enter the information as follows:

Price List Item

  • Item Code: This is a unique identifier that allows you to easily store and remember each price list item. It is limited to maximum of 10 characters.
  • Description: A description of the Item, which will be used for the transaction line item description. Can be left blank.
  • Quantity: The number of units that you usually sell for the Item.
  • Unit Price: The unit price for the Item.
  • Account: Optionally specify the default account from the Chart of Accounts.
  • VAT: Optionally specify the default VAT code for the Item.

 

Click the Save button to complete the creation of the Item.

Notes:

  • The only required field is the Item Code; all other fields are optional.
  • Even if you have specified values for all of the fields, these can easily be over-written in the transaction screen.