Calculate the Selling Price of a Part

When an item is added with a cost in the Point of Sale, the system applies a series of rules and adjustments to determine the final selling price. Here are the steps followed automatically:

Selling Price Calculation Process

1.  Application of the Category Margin

The system uses the default margin defined in the part category (e.g., 40% margin → cost $10 → price = $16.66). To check the margin applied to the part, click on the menu on the left under Inventory > Products and Services and select the appropriate product.

In the Sales tab, you can check the Regular selling price.

2.  Price Matrix Surcharge (if applicable)

If a price matrix is defined for this type of part, it replaces the category margin and adjusts the price.

3.  Recording the Base Price in the Inventory

The calculated sale price is recorded in the inventory file.

In the Point of Sale, click on the magnifying glass next to the product description.

In the Sales tab, you can check the Regular selling price.

4.  Adding an Additional Margin

A fixed additional margin (e.g., 2%) can be added after registration.

Example: $16.66 + 2% = $16.99

In the Point of Sale, it is possible to add an additional margin. Click on the percentage sign in the lower right corner, next to the price of the selected product.

5.  Application of Client Discount Group

The system then applies the customer's discount rule, either as a percentage of the price or cost + %.

Example: price -10% → $16.99 → $15.29

Or: cost + 5% → $10 + 5% = $10.50

6.  If the Client Belongs to Several Discount Groups

The system automatically applies the most advantageous price for the client.

Practical Examples

Example 1 – Customer with a 10% discount

• Cost of the item: $10
• Category margin → $16.66
• Additional margin of 2% → $16.99
• Customer discount of -10% → $15.29

Example 2 – Counter sale (no discount)

• Inventory price: $16.66
• Additional margin of 2% applied on the fly → $16.99

Example 3 – Employee with special rule (cost + 5%)

• Cost of item: $10
• Discount group: cost + 5%
• Final price forced to $10.50, regardless of margins

Example 4 – Client in multiple price groups

• The system compares active rules (price - %, cost + %, etc.)
• Retains the lowest final price among the available options.