Rustler’s Quickbooks Tips

Sometimes you want to provide a discount for the number of items ordered. Kind of like order more than 10 and the price is lowered by x-percent, more than 20 and a different discount is applies. All of QB’s competitors do this but, as usual, QB does not.

The work around is to use price levels, and remember to select the price level list on the invoice when you need to.

Create a price level list called “>10″ (to use the above example of a discount applying to a quantity of 10 or more).

Price level lists are funny, all the ways to manipulate them are not in the help file.

Click the “Mark all” to select all the items in the list - that is pretty obvious.

Click on one or more of the items (you have to click in the check mark column to select an item) and you can do interesting things to only the items clicked:

Click in the custom price column and enter the price you want to put there for each and every item selected.

Use the adjust up/down by a percentage to change all selected items by that percent

Tell QB how to round the result. Click adjust and it does just that.

But then you can go back and set a check mark by other items (clear the check mark from items that you do not want to adjust) and do it all again using different percentages or just entering a price. In other words you are not confined to one adjustment on the screen, just one at a time.

When you are done entering the price changes for this list click OK and it will be saved. To use it, just select it on the invoice or sales receipt and the price from the price list will replace the normal retail price you have on the item screen.

You can also use the price list to give special prices to a specific customer(s) - in the customer screen, on the “Additional Info” tab is a drop down box where you can select the price level to always use for this customer.