It's unlikely you will be able to do that in full unless you set up recurring entries for each customer with all the items they might purchase, then when you post an invoice, delete the lines from the invoice that they are not purchasing this time. The next time you use the recurring entry, the original invoice with all the lines will show up again.

Premium allows you to use 100 price lists, Quantum allows 1000. Pro only allows three. You can set each customer to use a specific price list, so if you can set up several customers to the same pricing level, then you can set them all to use the same price list. But if you use Pro and have more than three customers etc., you are out of luck.

I made a second user name because I couldn't log in with banks_no925.

Thanks Richard. I will try that, The Owner is going away for a week and me and the Manager are going to try and simplify things more.

It must be premium because he did mention he could add 100 price lists but he is 70 and has no clue how.

The Manager is not much better and has been using it this way for 7 years Ha ha.

I never used this software before but I am younger and know computers. They told me when I get a order, Go check the

customers previous invoices for the correct price for that customer. If one of the products was ordered 3 years ago, I might

have to go through 100 invoices searching for that one item and the price. All this while learning the product codes. It takes

me 20-30 mins some times to do a simple purchase order , and that makes no sense to me at all. So I am trying to find a

way to make it work. I really appreciate you taking the time to help.

Reports, Receivables, Customer Sales.

It's a good report to get to know. You can select the customer, item code and date range and find out if the customer ever bought it. Select all the items for the customer and you will get all items they bought.

Same reports are on the Purchase side under Reports, Payables, Vendor Purchases.

From the Inventory perspective eg. Which customers purchased which items, is under Reports, Inventory & Services, Sales.

Have a look through the Reports menu, it's pretty good.

Your version is in the Title bar of the program or under Setup, About Sage 50....

Richard,

Thank you so much. Today I created a new price list and added a customer to it.

Only 270 customers so looks like this will take me some time , But so worth it in the end.

I just want to thank you for your information and help, this is going to make things so much easier once it is all done.

Hi Richard,

Do you know of a way that I can be editing price lists while the other co-workers can still use the system ?

I found the only way I can edit price lists is using Sysadmin in single user mode.

Which is real hard to do all day when others need to use Sage to do invoices/purchase orders.

Prices on individual items for individual price lists can be changed while in multi-user mode but you cannot change price lists or do the mass update of pricing unless you have full access to the file. Sorry, but the only way around it would be to create some utility to do it outside the program or to export the price lists to spreadsheet, make changes and then import back in again. The staff would only be off the system for a few minutes during export and import, not for the entire time it takes to change the prices. If you've never done this, test on a copy of your file first.

I had a utility program that I released to work with Simply 2003, but ACCPAC put the mass update into the program the year after I released mine so I have never updated it to work with versions after 2005. So it is possible to do but it takes some time and effort. I don't know of anyone else who has created one.

Richard S. Ridings said:

I had a utility program that I released to work with Simply 2003, but ACCPAC put the mass update into the program the year after I released mine so I have never updated it to work with versions after 2005.

Richard, I think there's still a market for a utility like that, especially if it could do some of these things:

 - Work in multi-user mode, perhaps updating from a list of prices singly / in small batches, or with a delay between updates.

 - Update continuously (perhaps running in the background, periodically checking for cost changes from purchases or other inventory changes.)

 - Be more flexible in calculation- i.e. calculate based on Last Purchase instead of Last Average Cost, etc, or apply various markup rates based on per-item cost, or even based on the contents of one of the 'Additional' item fields, the (Quantum) preferred supplier name, etc.

 - Display an Excel sheet for formatting and directly import from it 

 - Be more sophisticated in selection - i.e. filter / select all items beginning with 'POR', 'DEW', and 'B&D', or sort the list in various ways. 

 - Display / filter based on the last time the price was updated.

 - Display / filter only items with a quantity on hand.

Just some thoughts...

Randy

RandyW said:

Richard, I think there's still a market for a utility like that, especially if it could do some of these things

Thanks for the vote of confidence, but I had a lot of consultants behind the program originally and I only sold about a dozen.  It was originally done with software that was created around 1995 so to update it would mean almost a complete rewrite (from VB6) if I could find the code again.  I created it when I was working on a lot of POS stuff and at the conference I was releasing it, ACCPAC also announced the soon-to-be released ACCPAC POS product for Simply Accounting and they told me with the interest consultants were giving, they were going to design and put the mass update software in the software.  Interest dried up after that with everyone waiting for the release of the POS software, so about 5 months of programming down the drain.

RandyW said:

 - Work in multi-user mode, perhaps updating from a list of prices singly / in small batches, or with a delay between updates.

 - Be more flexible in calculation- i.e. calculate based on Last Purchase instead of Last Average Cost, etc, or apply various markup rates based on per-item cost, or even based on the contents of one of the 'Additional' item fields, the (Quantum) preferred supplier name, etc.

 - Be more sophisticated in selection - i.e. filter / select all items beginning with 'POR', 'DEW', and 'B&D', or sort the list in various ways. 

 - Display / filter based on the last time the price was updated.

It did most of this as well as based on linked asset, revenue or expense account.  It didn't do Last Purchase price and vendor specific inventory didn't exist then.  It was also designed to allow for companies who wanted to do a weekend sale, cut the price by 30% or 50% etc. then put the regular price back in again Monday morning for those items put on sale.  It could also do a rounding to any decimal places.

RandyW said:

 - Update continuously (perhaps running in the background, periodically checking for cost changes from purchases or other inventory changes.)

 - Display an Excel sheet for formatting and directly import from it 

 - Display / filter only items with a quantity on hand.

The Sage 50 program already does imports from Excel but these other ideas are interesting.

So I can change the prices on a price list in multi user mode, just not create a price list ? If that is the case then that would be cool.

It is a small company with only 2 other user of sage and now me. But if a order comes in I have to log out of single user and its a pita.

But I like the spread sheet idea. Then I could take it home to to edit the prices.

How do I go about doing this ? I am pretty computer savy but I have never used any accounting software before.

Thanks a lot for your time , I really appreciate it.

Yes, prices of individual items can be changed in multiuser mode. The mass update of prices lists under the Setup menu requires single-user mode.

To export to a spreadsheet, just hit File, Import/Export and follow the prompts. When in Excel, don't change the format, save it back to a text file and import back in again. Price lists can only be up to 4 decimals, not just rounded to 4 decimals.