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Quantum VS Help: Sales Desk |
When you add a Product line to a Sales Order, Quote, Sales Enquiry, Sales Contract or Credit Note, the system automatically adds the line price. This 'best price' is worked out based on a number of factors, such as stored price details taken from the Product Record and Discount Matrix records. For further details see Price Maintenance.
However, users with sufficient privileges may manipulate the line price and/or the discount offered at the Product line-adding stage. There are many possible reasons for doing so - to generate a sale, boost Customer loyalty, or adjust profit margins, for example.
Quantum VS offers various ways of adjusting line prices and discounts. The first two methods are relatively simple:
Lump Summing Product Lines: You may group together certain selected Product lines on the sales document and assign a single price for those Products.
Re-pricing Product Lines (Cost Plus Mode): Once you have added all Product lines to the sales document, you may re-price them at Cost price PLUS any percentage you enter, effectively providing a discount on the list price.
Note: You may adjust your Lines View Mode to view Product prices and discounts - and also view stock details. See Lines View Modes.
You may click the price hyperlinks available on Product lines in the various Lines View Modes to manipulate Product prices and discounts using the following methods, which allow for more complex price/discount manipulation:
Line Pricing - Negotiation View: Clicking the Nett Price, Unit Price or Gross Price hyperlinks on the Product line displays the Line Pricing window. This allows you to view past prices paid by the Customer and manipulate a range of price/discount variables, including the Gross Price, the Margin and the Line Discount.
Manual Pricing: Clicking on the Discounts or Total hyperlinks on the Product line presents the Manual Pricing window. This allows you to manipulate a range of price/discount variables, including the Regulator, Break Discount and Matrix Discounts.
Note: These options may or may not be available to you, depending on your assigned Role/User Permissions.