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Quantum VS Help: File Maintenance |
This Special Price Type involves entering a single percentage figure that is applied to the cost price of the product. This is then used to calculate the selling price (i.e. cost price + percentage mark-up = selling price). Two discounts may also be added, but all other discounts/breaks will be ignored. It can be applied to a range of products.
To create a Type 4 Special Price record:
1. Follow the steps described in Creating A New Special Price Record to:
create a new blank Special Price record; and
use the Special Price Type field to select Cost Plus Percentage (Type 4).
2. Enter information in the various upper fields as necessary, using the following as a guide:
Note: You may use your [Tab] key to move from one field to the next.
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Definition (* = mandatory field)
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Account *
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Enter either the customer's Account Number (e.g. BA/0000010) or Short Name (e.g. Barker).
If you do not have either to hand you may use the Finder to locate and select the customer. Place your cursor in this field, click [F3] to make Customers active in the Finder, then double-click on the customer to select it. See Finding Customers for further details.
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Branch *
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Select the customer Branch at which the Special Price will apply. Use the default setting of All if you want the Special Price to apply to all branches, or use the drop-down menu to select a specific branch.
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Site Code
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If necessary, you may apply the Special Price to a specific customer site.
The All field is checked by default, meaning the Special Price will apply to all sites for the selected customer.
To apply the Special Price to a particular site, uncheck the All field then use the drop-down menu to select the customer site.
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From / To Product Code *
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Use these field to define the range of products the Special Price will be applied to.
If you do not have it to hand you may use the Finder to locate and select the Product. Place your cursor in this field, click [F3] to make Products active in the Finder, then double-click on the product to select it. See Finding Products for further details.
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Note: * = mandatory field |
3. Enter details in the lower section, using the following as a guide:
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Field |
Definition (* = mandatory field)
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Cost Plus Percentage *
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Specify the percentage figure to be added to the cost price. This figure is used to calculate the basic selling price (before other discounts are applied). For example, if the cost price is 10 pounds and the Cost Plus Percentage is 20, then the basic selling price is 10 + 2 (i.e. 20% x 10) = 12 pounds.
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Cost Type *
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Use the drop-down menu to select the cost type to be used in the overall calculation, from the following options:
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Discount Matrix 1 & 2 (Discount Surcharge 2 / 3)
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If required, you may enter up to two additional percentage discounts which will apply to the product.
This will override the Discount Matrix 1 and 2 percentages applied on the Discount Matrix for this customer/price group combination.
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Absolute?
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Check this field if you wish to force the system to use this special price for this product and customer combination, regardless of whether it is actually the 'Best Price' that Quantum VS can calculate.
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Apply Collection Discount?
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Check this field if you wish to allow Collection Discount to be applied in addition to the Special Price.
The amount of Collection Discount is specified in the Collection Discount field under the Main tab of the Product Record. For further details see Product Maintenance.
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GPM %
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This field is for information only. When you save this particular Special Price record Quantum VS will calculate the actual Gross Profit Margin that will be made on this Special Price.
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Net Flag *
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This field controls how the sale price is shown on sales documents for the customer when they buy products for which that Special Price applies. There are four available options:
0 = Show all discounts 1 = Hide Regulator and Break Discount 2 = Hide Regulator and Break Discount and Discount 2 3 = Hide Everything
If this field is left blank then the setting of 0 = Show all discounts is used by default.
For further details and examples see Discount Matrix Maintenance.
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Date Effective
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Specify the date on which the Special Price is to become effective over the normal selling price. Today's date is used by default but you may select an alternative using the drop-down calendar.
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Date For Review
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Specify a date on which the Special Price can either be deleted or reviewed. Today's date is used by default but you may select an alternative using the drop-down calendar.
The Price Book Period End process can be used to delete special prices which have passed their Date for Review Date.
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Note: * = mandatory field |
4. To save the new Special Price record, click Save on the Toolbar - Sub Menu.
The Special Price criteria will be applied when the specified Customer buys the specified Product, overriding existing discounts and prices which apply to that Customer and Product(s).
NEXT: Discount Against Regulated Sell (Special Price Type 5)