In my company, we’re trading hardware on a per project basis. This means the selling and buying prices both change for each project.
In order to acheive that:
- I emptied the default selling and buying price lists.
- In Selling Settings, I checked
Allow user to edit Price List Rate in transactionsand unchecked
Maintain Same Rate Throughout Sales Cycleand
Validate Selling Price for Item against Purchase Rate or Valuation Rate.
- In Buying Settins, I unchecked
Maintain same rate throughout purchase cycle.
When doing a quotation, I enter the buying price in the Price List Rate field, and the selling price in the Rate field.
After a quotation is submitted, a Sale Order (SO) is made. In it, the gross profit is OK, so I conclude ERPNext and me are talking about the same thing!
However, when creating a Purchase Order (PO) from that SO, the prices (so buying prices here) are set to 0. Specifically, the Rate and Price List Rate are set to 0.
I guess I’m doing something wrong. Can you help me to figure out what?
Especially, did I modeled correctly the process in ERPNext?
Thanks a lot for your help!