Price Level Alternative - Accounting Software Secrets
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Price Level Alternative

Price Level Alternative

Price Level Alternative


The Price Level feature permits increasing or decreasing the sales price of an item by a flat percentage, flat dollar amount (version 2001-2003) or setting specific prices for the price level by item (version 2004).  This field, however, does not appear on the invoice so it is not obvious to the customer how much they are saving based on the special pricing they have been given. 


One alternative is to create a custom field for the discount or price level name in addition to the one already on the customer record.  This method will permit adding the custom field to the invoice template so it will be readily apparent to the customer.

Another alternative is to use discount item rather than a price level.  A discount item will calculate an amount as a percentage of the line immediately above it on an invoice.  This method requires an additional line of detail on the invoice that the data entry person must remember to enter, but the savings are obvious to the customer.  This was the only alternative for versions 2001-2003 if different percentages were used for different items.  With versions 2004, the ability to assign the custom price by item (and thereby automating the invoicing process) will serve to reduce data entry errors over this method in the future.

List Limits Expanded

For most QuickBooks users, the list limit for the QuickBooks Pro and Premier products of 14,500 is sufficient.  For some, however, that is not the case.  We have been seeing increased list size for a variety of reasons.  One of the most common is the increased number of customers as the result of web site sales.  For version 6 and prior, the list limit was doubled for the Enterprise Solutions Product.  New with version 7, the Enterprise Solutions limit has been removed.



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