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Quantum VS Help: File Maintenance |
This Special Price Type is used to apply discounts to a single Product for a specified Customer (or Customer Site). This will override the standard selling price specified on the Product record for this Customer/Site.
Note: Fixed Price (Type 1) Special Prices may also be generated from within a sales document. See Creating Special Prices From A Sales Document: Overview.
To create a Type 1 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 Fixed Price (Type 1).
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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Product Code *
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Enter the Product Code of the Product the Special Price will apply 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.
On selecting the Product Code, the following information is displayed for comparison:
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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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Special Selling Price *
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Enter the new selling price which will apply to the product.
This will override the standard selling price specified on the product record (see Recording Price Details).
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Regulator
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If required, enter the new Regulator discount which will apply to the product.
This will override any Regulator discount specified on the product record (see Recording Price Details).
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Discount 1 Matrix & 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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Calculation Method *
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Enter the unit of measure to be used for this price/product; e.g. price per pair, ten, 100, kilo, square metre etc. |
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Show Regulator
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Check this field if you wish the Regulator discount to be displayed on sales documents.
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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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Allow Realignment?
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Sales staff may are able to manipulate prices and discounts for a product - see Viewing And Manipulating Prices And Discounts.
If the Allow Realignment? field is checked, when normal Selling Prices for this product are adjusted the Special Selling Price (which applies to this customer/product) will be adjusted by the same percentage.
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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 a 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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Enter 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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Enter 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).