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manoracandy
Sep 11, 2020 9:30 PM UTC
Solved

Price Levels

Hi,

I purchased the premier version to do per item price levels. The problem I’m having is when I go in a price level to customize the prices, the item list is only showing the barcodes. I need it to show the names of the items. 

Rejeil_O
Rejeil_OAnswer
Sep 12, 2020 9:06 PM UTC

These numbers are my barcodes. My items won’t scan if I edit them. Does the price level only show the item number field? Can I make it show the description instead? 


Hi there, @manoracandy.

 

In QuickBooks Desktop, the description will not show in the price level window. Only the Item name or number field. But, you can use the Item Price List of Price Level report as a basis when updating the price level.

 

You can follow these steps on how to pull up the report:

 

  1. Go to the Report menu.
  2. Click List.
  3. Choose the Item Price List of Price Level tab.
  4. Select the price level in the field.
  5. Hit the OK button.

 

Once done, you can export the report so that you have a statement on your item when you edit or update your price level.

 

You may use these articles to learn more about the reports in QuickBooks Desktop:

 

 

If you have other concerns, please don't hesitate to leave a message in the comment section. I'm always around here in the Community to help. Take care, and have a great day.

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16 replies

JasroV
JasroV
Sep 11, 2020 10:53 PM UTC

I can guide you through to the steps in showing the name of your price level items, @manoracandy.

 

You’ll want to customize the column list of your price item and add a name column. This way, it’ll show the name of the item. Let me show you how in your QuickBooks Desktop (QBDT) software.

 

  1. Navigate to the List menu.
  2. Select Price Level List.
  3. Click the Price Level drop-down menu and select Customize column.
  4. Select Name under the Available Columns and click Add to add it in the Chosen Columns.
  5. Then click OK. 

For more details on managing your Price Level List, you can read through this article for guidelines: Use Advanced Pricing.

 

You might also want to utilize this article for future reference in case you need to add data or personalize your invoices in QBDT: Use and customize form templates.

 

I’ll be around if you have other concerns with price rule or with your QBDT software. Post a reply with more details and I’ll get back to you as soon as possible.

manoracandyAuthor
Sep 12, 2020 3:57 PM UTC

Hi,

 

Thank you for your reply. The fix you suggested adds the name of the price levels itself, not the items inside. 

@JasroV wrote:

I can guide you through to the steps in showing thename of your price level items, @manoracandy.

 

You’ll want to customize the column list of your price item and add a name column. This way, it’ll show the name of the item. Let me show you how in your QuickBooks Desktop (QBDT) software.

 

  1. Navigate to the List menu.
  2. Select Price Level List.
  3. Click the Price Level drop-down menu and select Customize column.
  4. Select Name under the Available Columns and click Add to add it in the Chosen Columns.
  5. Then click OK. 

For more details on managing your Price Level List, you can read through this article for guidelines: Use Advanced Pricing.

 

You might also want to utilize this article for future reference in case you need to add data or personalize your invoices in QBDT: Use and customize form templates.

 

I’ll be around if you have other concerns with price rule or with your QBDT software. Post a reply with more details and I’ll get back to you as soon as possible.

 

GraceC
Sep 12, 2020 5:57 PM UTC

Thanks for trying the steps shared by my colleague, @manoracandy.

 

Allow me to provide the steps on how you can edit the name inside the items in QuickBooks Desktop (QBDT).

 

You can go to the Items List page and manually edit each item. From there, you can customize the items you want. Let me show you how to do it.

  1. Go to the List.
  2. Click Items List.
  3. Under Name, click the item.
  4. In the Type section, edit the name under the Item Name/Number.
  5. Hit OK, once done.

Once done, you can go back to the Price Level list and take a look for changes to the item to edit.

You can also refer to the article about Advanced Pricing which is also previously shared above.

 

If I can be of help with something else, just leave me a reply below. I'm always around to further assist. Take care and have a good one.

m22
Jan 6, 2021 3:45 PM UTC

I have an issue.  My client has a price level at cost * 1.77 + $1.  

 

I understand that you can do a percentage increase or decrease but not add a $1.  Is there a mathematical workaround?

 

 

Jessica_young
Jessica_young
Jan 6, 2021 5:57 PM UTC

This is a great idea, @m22.

 

Unfortunately, there's nothing that I can see that would accomplish this within the product right now. The best way to accomplish this would be to use the Custom Price Per Item option and manipulate each price individually. Of course, we can leave this forum open for anyone that may have workarounds to share!


I'm more than happy to send this feedback to our Product Developers so they can consider adding a Percentage + Fixed option to Customer pricing.

We're always trying to add and improve the app's features for every customer's needs. 

 

A great way to stay updated with changes and new features within our product is to visit our QuickBooks Blog.

 

Thank you for taking the time to share your thoughts with us! Let me know if I can assist with anything else, I'm just around to help.

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