Changing Prices Using the Profit Wheel

The Profit Wheel window lets you quickly compare different selling prices for an item see how the different prices impact your gross profit. This can be useful when creating bids, where the ability to instantly determine different price and profit combinations is essential. When you select a new selling price using the profit wheel, the price automatically gets updated in the order's Last Price Verification window.

The top of the Profit Wheel window displays information about the current item, including its cost to you and its current selling price to your customer. The extended price calculation displays are useful for small items, such as fasteners or fuses, that are normally sold in quantity.

The bottom of the window displays all of the different selling price and gross profit percentage combinations. The gross profit information is displayed as a percentage, a dollar amount, and as an extended dollar amount for the quantity shown. You can navigate within the profit wheel to see other combinations of prices and percentages.

To change a price using the Profit Wheel:

  1. Create or open a sales order and display the order's Body tab.

  2. With the cursor on the desired item, select Line Item > Quick Price to display the Last Price Verification window.

  3. With the Price field selected, press F10 to display the Profit Wheel window.

  4. To specify a new price, do either of the following things:

  1. When you are satisfied with the selected price/profit combination, save your changes and exit the Profit Wheel window. The Last Price Verification window displays, with the new price applied.

  2. Save your changes and exit the Last Price Verification window to return to the order's Body tab. The new price displays on the order.

See Also:

Changing Sales Order Prices