DirectEnrol Agent Pricebooks
The purpose of this documentation is to provide assistance in the use and entry of the DirectEnrol Agent Price Books.
Index
Price Books are asimple means to enter a group of Net and Gross prices for one or more agents. All products listed in the price book must first be entered under the Products are with standard prices. In a price book the prices use the product definition, and the Gross price can be different from the stanrd product price.
The rule is before adding a price book, make sure the product is listed and entered under Product Search. For example the Standard Enrolment fee may be entered under Products as $200. In the South American Gold Agents price book, the Enrolment fee may be enetred as $120 net and $150 gross (no commission).
Display all Pricebooks
Opening the DirectEnrol Client version 1.6.3
Selecting FrmPriceBookEnquiry under Product on the Main screen you see:
To display the pricebooks already entered without filtering, press Search.
These are the Agent price books. To display price book details, double click the price book listed in the grid display.
The price book details includes price book name, price book type, date to use for the price book, status, price book vaild period and description.
Price Book Price List
To display the Price Book Price List, select the Price List button. These are the Net and Gross prices for this Price Book.
To add a new item to the price book, select New which displays the Product list. Select the product and save. The List (Gross) add Cost (net) price can be edited in the grid.