Price List

This option is used to view and print a price list of the items in your Stock list.

To access this option select Reports > Stock > Price List from the main menu or click the Reports button in the Stock and select Price List from the menu.

On the left hand side of the stock / product list you have the range panel which is common to all reporting options in Avanti. For this report the range panel involves specifying a range of stock items / product and/or a range of product groups that you want to see in the list and on the report. When you have defined the criteria you want, you can hide this panel to expand the width of the stock / product list by clicking the split-panel bar displayed between the range panel and the list. You can click the split-panel bar again to show the range panel.

Stock

StockCode From ... To ...

Select the range of items you want include in the list and report. The item range settings are always defaulted to the first and last stock codes. Enter the stock codes you want directly or enter a partial code or click the Look-Up icon (magnifying glass) in each box to find the stock item you want.

Product Group

Product Group From ... To ...

Select the range of product groups you want to include in the list and report. The product group range settings are always defaulted to the first and last product group references. Enter the references for the product groups you want or enter a partial reference or click the magnifying glass in each box to find the product group you want. Any items / products not included in the range of product groups you have specified here will not be included in either the on-screen view or the report.

Include Prices

The price list report enables you to include or exclude any price levels you want. To do this tick the boxes for the prices that you want to include in the price list using the checkboxes in the Include Prices panel. Alternatively you can right-click on the list and the three price levels are displayed on the pop-up menu. To include a price level select it from the menu and the relevant column will be removed from the list. Right-click again and you will notice it is displayed with a tick beside it. If you select it from the menu again it will be excluded. The printed report will also reflect your price level selections.

The price levels that you select to include in the price list will be saved and will be retrieved to show those price levels when you open this option again in the future.

Toolbar

The Toolbar provides several buttons which are used to carry out key tasks :

Lookup

The Lookup button is used to drill into the movement history of the selected item.

The Print button is used to produce the Price List report. The Print button provides a menu of options for you select how you want the report to be produced.

Select Report By Product Group if you want to display stock items / products grouped within their own product groups. Select Report By Stock Code to produce a straight list of items / products.

When you have selected the report that you want, the software will produce the report for you. By default the software will Preview the report it has generated on-screen first and you can then print the report from the Preview window. If you prefer that the software send reports directly to the printer when selecting a Print option then you will need to change the Preview All Reports Before Printing setting in the Reports & Documents page in Company Preferences. See Company Preferences for more information.

The Email button is used to send an email to a specified recipient with a PDF document of the report attached to it. In the same way as the above Print button, the Email button provides a drop-down menu for you to select how you want the report. See the information provided on the Print button for details. Once the report you require is selected and produced you will be given an email window to enter the recipient's email address and the message you want to send with the report. See the Sending Emails page for more information.

PDF

The PDF button is used to export a PDF document of the report. In the same way as the above Print button, the PDF button provides a drop-down menu for you to select how you want the report. See the information provided on the Print button for details. Once the report you require is selected and produced you will be given an export window which enables you to make settings about how the want the PDF document exported and whether you want to open it after it has been exported. You can then select where you want to save it and to save it under a specific file name. See the Exporting PDF Documents for more information.

Export

Click the Export button to export the report in the format of your choice. As with the above Print button, the Export button provides a drop-down menu for you to select how you want the report. See the information provided on the Print button for details. Once the report you require is selected you will be given a menu of export options to select the format you want to export the report to. See Exporting Reports for more information.

Refresh

The Refresh button performs a refresh of the information on the list. This is useful if you have left the report to enter or amend transactions (or you are using the multi-user edition and another user has made changes to the data you are viewing) you can use the Refresh button to retrieve the changed information and display it on the list. You can also refresh the data in the list by pressing the F5 button on your keyboard when the list is selected.

Setting the Report Order

You can define the order in which the information on the report appears in the same way as you do in the on-screen list. You simply click the header of the column you want to sort by and this will sort the information for you in the list. The order settings on the list are then picked up by the report to sort the information on the generated report accordingly.

Customising The List

You can customise the list in various different ways including moving columns, sorting the list by a particular column, filtering the list based on your own criteria and more. See the Customising Lists section for more information. Any customisation you carry out on the list is saved, specific to you, so it is displayed in the way you set it the next time you use the Transaction History option.

In the list the first column displays a Look-Up (magnifying glass) icon next to each item / product. This is used to drill-down to view a movement history for the item. When you click the Look-Up icon it invokes the same process as clicking the Drill Down button in the Toolbar.

You can also access additional options by right-clicking on the list and a pop-up menu will be displayed. This is just another way to get at many of the options available in the Toolbar. The options at the bottom of the right-click pop-up menu, starting from Group By This Field, are standard options for all lists in the software (see Customising Lists for more information). The option at the bottom of the menu is Export which enables you to export all of the information in the list in several formats including Excel, CSV and HTML.