Price Check

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Price Check

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The Price Check in Insight Works Counter Sales allows users to easily look up the sales price for a specific item based on the customer and quantity. Additionally, the user can quickly view item availability by location and create a new sales order for the customer with the item, quantity, and sales price included.

You can access the Price Check page from the role center page for the Counter Sales Order Processor or Counter Sales Manager roles.

To use the Price Check page, simply set the Customer No., Item No., Quantity, and Unit of Measure Code fields and the Price will automatically calculate. Changing any of the fields will recalculate the Price. The Price calculation uses the same Business Central Sales Price logic found in the standard sales documents.

When all the fields are set you can click the Click To Add link on the Add to New Counter Sales Order field to quickly create a new sales order with the set details.

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