You wish to specify that a particular customer receive a particular price for a particular stock item.
Permit a certain percentage discount to pass onto your customers, on a range of goods from one of your suppliers for a certain period of time.
Allow an across-the-board discount for a particular category of customer, i.e., trade customers.
Apply a different sale price calculation for all stock invoiced from a particular department, i.e., your New Zealand branch office might always invoice in NZ dollars.
Allow quantity discount breaks for customers who purchase stock.
Discount a certain range of your goods for a short period of time as part of a product promotion.
Determine different sale prices dependent on the rates of tax applied to stock.
Establish different prices for selling in different units of measure (packs or packages).
These seven examples touch on only a few possibilities. The total number of combinations are very large.
Customer Special Pricing - Setup
In order to apply special pricing to your customers you must enter a series of rules into the Special Price Table. Your customer account must be assigned the same discount Price Group code as that of the rule or the rule may be set as global and apply to all customers regardless of their Price Group designation.
The first matched (fully valid) rule is applied. Order of entry in the table is therefore important, and this is determined by the Rule No (number) of the rule.
As mentioned, rules can be global or they may apply to a particular Price Group only. This is determined by the Price Group code assigned to each rule. If no Price Group code is specified (it is left blank) then the rule may apply to any customer you invoice, quote or enter orders for.
When a Price Group code is assigned to a customer's Discount, only rules belonging to that Price Group plus global rules are checked and applied by Special Pricing.
Price Group Code: How it is applied
Example: Blank
The rule is always checked by Special Pricing to see if it applies. Since rules without Price Group codes are considered global to all customers, every one must be checked by CAPITAL each time an item is placed on a transaction. This will slow down system processing so global rules should be strictly limited.
Example: ABC
This rule is only checked by Special Pricing if the customer account's Discount field has also been assigned the discount code of ABC.
Price Group codes can be up to 8 characters long and must be made up of letters of the alphabet only. For example, "A", "ABC", "BB" and "SPECIAL" are valid Price Group codes.
To assign a customer to a Price Group, enter the Price Group Code in the Discount field under the customer's account.
The ordering of special price rules is important. This is determined by the Rule No. Rules with the lowest Rule No values are checked first. This is particularly important when setting up quantity discounts.
The correct way to set-up a series of rules for quantity discounts for Price Group M is illustrated below:
Price Group Rule No Quantity Break Discount Formula
M 1 100 D - 15%
M 2 50 D - 10%
M 3 10 D - 5%
In the above example, if the customer purchases 100 units or more, the discount is price D minus 15 per cent. If 50 units or more are purchased, the discount is 10 per cent, and so on. Had the rules been entered as below:
Price Group Rule No Quantity Break Discount Formula
M 1 10 D - 5%
M 2 50 D - 10%
the desired result would NOT have been achieved. CAPITAL will find that Rule No 1 (10 or more purchased) is matched first, even if 50 or more is purchased. This would result in CAPITAL terminating at this point (because the rule was valid) and applying only a 5 per cent discount.
CAPITAL
ends the Special Price Rule search as soon as the first matching rule is found.
If there are no matching rules, the default customer discount or standard sell price is applied.
If you do not wish to default to the standard sell price, add a rule at the end of the Price Group without matching conditions. This rule will always be "true" and can act as the default or standard price when special pricing is not applicable.
____________________________
Related Topics:
