The Price List Enquiry is a comprehensive inventory report that provides a centralized view of your product pricing, stock levels, and costs. This tool allows you to review current purchase prices, sale prices, and sell price tiers for all products while monitoring stock quantities and Average Landed Costs (ALC). Whether you're conducting pricing reviews, analyzing inventory value, or preparing for supplier negotiations, the Price List Enquiry delivers the essential data you need in one convenient location.
To open the Price List Enquiry, go to Reports > Inventory > Price List Enquiry. You can use the Run button to generate your report, taking into account any applied filters. This refreshes the data and ensures you're viewing the most current information based on your selected criteria.
Located in the top right corner, the Export button provides multiple format options for sharing or archiving your report data: PDF, CSV and XLSX.
Filter the Price List Enquiry
The Price List Enquiry offers several filter options to help you focus on specific products or suppliers.
Price List Enquiry filter | Description |
Product Code | Enter specific product codes to narrow your view to particular items. |
Product Description | Filter by product descriptions to find relevant products. |
Product Group | Select from the dropdown to view products within a specific Product Group. |
Supplier Code | Filter by the product's default supplier's code. |
Supplier Name | Filter by the product's default supplier's name. |
Understanding the Price List Enquiry
The Price List Enquiry presents your product data in a structured grid format, making it easy to compare pricing, inventory levels, and costs across your entire product inventory. Each row represents a single product, while the columns provide different data points to help you make informed pricing and inventory decisions.
Price List Enquiry grid column | Description |
Image | Displays the product's default image. Hover over the image for an enlarged view. |
Code | Displays the product's code. |
Description | Displays the product description. |
Qty On Hand | Displays the product's current total Stock On Hand (SOH) quantity across all warehouses. |
Purchase Price | Displays the product's current default purchase price. |
Sell Price | Displays the product's current default sell price. |
Sell Price Tiers 1-10 | Each Sell Price Tier will have it's own column, where the column's name matches the Sell Price Tier's label. Each Sell Price Tier column will displays the product's sell price tier's price. |
Hidden Columns
You can customize your view by adding these hidden columns through the Show Toolbar's Hidden Columns feature.
Price List Enquiry hidden columns | Description |
Average Landed Costs | Displays the product's current Average Landed Cost (ALC). |
Default Supplier Price | Displays the product's default supplier's price. |
Last Cost | Displays the product's current Last Cost. |
Product Group | Displays the Product Group the product is assigned. |
Best practices
The Price List Enquiry serves as your central hub for pricing and inventory oversight, providing the transparency needed for informed decision-making across purchasing, sales, and inventory management activities.
Regular price reviews: Use the Price List Enquiry to conduct periodic pricing audits, ensuring your purchase and sale prices remain competitive and profitable.
Inventory valuation: Combine quantity on hand with ALC data to assess total inventory value and identify slow-moving or high-value stock.
Supplier management: Filter by supplier to review pricing arrangements and identify opportunities for better terms or alternative sourcing.
Multi-Tier pricing strategy: Review tier pricing structures to ensure they align with your customer segmentation and volume discount strategies.
Customising your view
Drag any column header into the grey area above the grid to group your data by that field. Add multiple grouping levels and use the +/- icons to expand or collapse sections. This is particularly useful for analyzing data by price tier, product group, or supplier.
Reorder columns by dragging headers, resize columns by dragging borders, and sort data by clicking column headers - first click for descending order, second click for ascending order.
To add a Hidden Column to the Price List Enquiry's grid:
Go to Reports > Inventory > Price List Enquiry.
Click Show Toolbar.
Click Hidden Columns.
Drag a column header from the Hidden Columns list and drop it into the grid.
To remove a Hidden Column from the Price List Enquiry's grid:
Go to Reports > Inventory > Price List Enquiry.
Click Show Toolbar.
Click Hidden Columns.
Drag a column header from the grid into the Hidden Columns list.
Grid Layouts
After customising your column layout, save it for future use:
Click on the Show Toolbar tab.
Select New.
Enter a unique name for the new layout.
Click Add.
The layout will now be saved to your user profile, only available to select from the Show Toolbar's Grid Layout drop-down menu.
Edits can be made to your custom grid layout at any time; just click Save in the Show Toolbar options after you've made the necessary adjustments. Similarly, custom grid layouts can be removed by clicking Delete in the Show Toolbar tab.
Default grid layouts
Initially, whenever you navigate to the Purchase Enquiry, the default grid layout "None" will be displayed.
To make one of your custom grid layouts the default view:
Click on the Show Toolbar tab.
Select the layout from the Grid Layout drop-down menu
Tick the Default checkbox.
Click Save.
Share grid layouts
If you've created a grid layout that other users in your account would benefit from using, you can make it available to their user profiles too:
Click on the Show Toolbar tab.
Select the layout from the Grid Layout drop-down menu
Tick the Shared checkbox.
Click Save.
The layout will then be available to select from the Show Toolbar > Grid Layout menu when other users open the Price List Enquiry page.
Shared layouts cannot be a default for another user's profile, but they can save the shared layout as a new layout in their own profile, then set that as their default. Any edits you make to your shared layout will not apply to their saved default version.