|
Quantum VS Help: File Maintenance |
This Special Price Type is used to apply up to two Special Prices/discounts for a given Customer Class and Product - or Product range - which will replace the price criteria set up in the Discount Matrix for the given Customer Class and Price/Product Group combination.
To create a Type 7 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 Product Matrix Discount By Customer Class (Type 7).
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.
|
Field |
Definition (* = mandatory field)
|
|
Customer Class |
Select the Customer Class the Special Price will be applied to.
|
|
Branch *
|
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.
|
|
Site Code
|
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.
|
|
From / To Product Code *
|
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.
|
|
|
Note: * = mandatory field |
3. Enter details in the lower section, using the following as a guide:
|
Field |
Definition (* = mandatory field)
|
|
Use Sell Price As At |
A product's price may be defined as price driven or date driven. If you are using Date Driven pricing, the product's price is determined by the dates set up against the price bands in the product record. For further details see Price Maintenance (Price Bands).
If you are using date driven pricing, you may enter a date in this field. This refers to a date specified on the product record. Therefore, when a product from the specified range is purchased by this customer, the 'special' price (i.e. the price which applies to the specified date) will be used instead of the price for the current date.
|
|
Break Table Allowed? |
Check this field if you wish (Quantity) Break Table discounts to be used when calculating a Special Price for this product/range and customer combination.
Break Tables are set up in the Product Record's Quantity Breaks tab. The Break Table holds up to 12 quantity, weight or value bands (or 'breaks'). Depending on the quantity, weight or value of the product being purchased, the Break Table determines the amount of Break Discount which will apply. See Creating Quantity Breaks.
Use the Break Band field (below) to define the starting band in the breaks table which will be used in calculating the special price.
|
|
Discount Matrix 1 & 2 (Discount Surcharge 2 / 3)
|
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.
|
|
Price Band * |
A product's price may be defined as price driven or date driven. If you are using Price Driven - or Standard - pricing, the product's price is determined by the various price bands which can be specified on the product record. For further details see Price Maintenance (Price Bands).
If you are using price driven pricing, you may enter a price band in this field. Enter a number from 1-12. This refers to a price band price specified on the product record. Therefore, when a product from the specified range is purchased by this customer, the 'special' price band (i.e. the price which applies to the specified price band) will be used instead of the 'normal' price band.
|
|
Break Band * |
If Breaks are allowed - see Break Table Allowed? above - specify the starting band in the Break Table that will be used to determine the Special Price for the applicable Customer Class/Price Group combination. Enter a number from 1-12.
|
|
Absolute?
|
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.
|
|
Apply Collection Discount?
|
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.
|
|
Aggregation Allowed? |
Check this field if you wish Aggregation discount to be available for this product/range (if the customer is allowed to take advantage of it via the Aggregation Discount field in the Customer record). For further details see Aggregation Product Maintenance and How Quantum VS Determines Prices.
|
|
Net Flag *
|
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.
|
|
Date Effective
|
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.
|
|
Date For Review
|
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.
|
|
|
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 a Customer from the specified Customer Class buys the specified Product(s), overriding existing discounts and prices which apply to that Customer and Product(s).