Hi all.
We use Quickbooks Desktop Enterprise Solutions: Manufacturing & Wholesale (23). We're migrating over from Sage 50 Accounting. In Sage, we have price levels set up alongside quantity discounts and this worked perfectly for us. From what I can tell, QB Desktop does not have this laid out in the same way, it's either price levels *or* price rules + qty discounts. It's been a bit perplexing to our team as to how to set these up to function in a similar way as Sage, without massive amounts of manual calculation + data entry.
Essentially, we have 3 price levels that we sell at: retail, wholesale, and distributor, on top of requiring the use of case/qty discounts for wholesale & distributors. All of our products have different prices/percentages over retail. For example:
Item A is $3 distributor, $5.50 wholesale, $10.99 retail
Item B is $2.50 distributor, $4 wholesale, $9.99 retail
The majority of our sales are wholesale. I figured using the "Sales Price" field for wholesale pricing, and price rules for retail and distributor would make more sense- less customer accounts to apply the rule to, less potential manual adjustments, able to export as a flat price in excel, etc.
In the end, we run into the same limitation: manually entering price rules for each individual product (again, since basically none of our items have the same percentage or amount under retail price). So, Item A would have to have its own price rule for retail customer accounts, Item B another, and so on for over 8,000 active and regularly used SKUs, with new ones always coming. This task is further compounded by the fact that all data on our existing pricing levels is at a flat rate in Sage, so we'd have to first export price levels in Sage to excel and use that to calculate the difference between retail and wholesale to be able to enter those price rules for retail. Quantity discounts would also have to be calculated manually and entered from Sage to QB for every single item.
Frequently, we have to send in-stock lists and pricelists that contain both wholesale and retail price levels. So on top of it all, we'd also have to manually re-enter the prices used as rules (in our case, retail), as a custom field in order to regain the ability to send item lists with both wholesale (single) and retail on them.
How have any of you worked around this? Price rules seem to work awesome for companies that sell wholesale at a set amount/percentage off retail, i.e. they sell most/all of their products wholesale at 45%, or 50% off of retail. Price levels would work perfectly for us if they worked in conjunction with quantity discounts (essential to us). Price Overrides removes the calculation bit, but they also don't work with quantity discounts.
Our set up/ port over for the company files was done by an independent individual third party- from what I understand, a Sage to QB conversion is able to convert price levels from sage into price rules in QB. I do not know if this is actually possible or how it could be done on our somewhat set up QB company file, which we are currently working fully out of (with Sage as a crutch). We are fairly comfortable with QB so far, so don't need step by step how to setup price rules or anything, just how best to implement QB's pricing structure with our existing one.
Is this just a matter of calculating and hand entering as we fear (with retail & distributor calculated w price rules), or is there something we're missing/ misunderstanding? Any and all help and advice would be greatly appreciated. Thank you all so much
