You use this program to create and maintain trade promotions price breaks for selected stock items based on the mass, volume or quantity of the item sold.
Price breaks can be applied to individual stock items or to stock items in a specific product class, product group or department. These prices are then be applied to customers in a specific geographic area, buying group or customer class.
In addition, you can define delivered prices and collect (pick up) prices for the stock items. The Ship via code defined against the customer (AR Customer Maintenance - Contact tab) is used to determine whether the delivered or pick up prices must be used when a sales order is processed for that customer.
| Field | Description |
|---|---|
| New | Select this icon to add a new product price break. |
| Delete | Select this icon to delete the product price break currently displayed. |
| Save | Select this icon to save the information you entered. |
| Type | Price breaks can be applied to individual stock items
or to stock items in a specific product class, product group
or department. The type displayed depends on your selection on the Price Types treeview of the Browse on Prices program. |
| Stock code | This indicates that you are applying the price break(s) to a specific stock item. |
| Stock code | Enter the stock code for which you want to maintain and
apply the price breaks. This field is displayed if you selected the Stock Code option from the Price Types treeview of the Browse on Prices listview. |
| Product group | This indicates that you are applying the price break(s) to a specific product group. |
| Product group | Enter the product group for which you want to maintain
and apply the price breaks. This field is displayed if you selected the Product Group option from the Price Types treeview of the Browse on Prices listview. |
| Product class | This indicates that you are applying the price break(s) to a specific product class. |
| Product class | Enter the product class for which you want to maintain
and apply the price breaks. This field is displayed if you selected the Product Class option from the Price Types treeview of the Browse on Prices listview. |
| Department | This indicates that you are applying the price break(s) to a specific department. |
| Department | Enter the department for which you want to maintain and
apply the price breaks. This field is displayed if you selected the Department option from the Price Types treeview of the Browse on Prices listview. |
Depending on the option you selected from the View menu of the Browse on Prices listview, you maintain prices for individual stock codes or for stock items belonging to a product group, a product class or a department.
| Field | Description | ||||
|---|---|---|---|---|---|
| Stock code | This indicates the stock code to which you are applying the price breaks. | ||||
| Product group | This indicates product group to which you are applying the price breaks. | ||||
| Product class | This indicates product class to which you are applying the price breaks. | ||||
| Department | This indicates department to which you are applying the price breaks. | ||||
| Description | This indicates the description for the stock code, product group, product class or department to which you are applying the price breaks. | ||||
| Delivery method | |||||
| None | Although this is the default selection for this option, you must indicate a Delivery method before you can save your changes. | ||||
| Delivery | Select this to indicate that the price breaks apply to the delivery of the item to the customer (i.e. the delivered price). | ||||
| Pickup | Select this to indicate that the price breaks apply to
the collection of the item by the customer (i.e. the pick up
price). When a sales order is processed, the pick up price is used if the Ship via code defined against the customer for the order (AR Customer Maintenance) is defined as a pick up price |
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| Selection type | |||||
| None | Although this is the default selection for this option, you must indicate a Selection type before you can save your changes. | ||||
| All | Select this to apply the prices to all customers irrespective of geographic area, buying group or customer class. | ||||
| Geographic area | Select this if you want the prices entered to apply only to customers belonging to the geographic area specified in the Geographic area field. | ||||
| Buying group | Select this if you want the prices entered to apply only to customers belonging to the buying group specified in the Buying Group field. | ||||
| Customer class | Select this if you want the price entered to apply only to customers belonging to the customer class specified in the Customer Class field. | ||||
| Currency | You use this field to indicate the currency for which
the prices apply. This defaults to the local currency, but can
be changed. Separate price breaks containing identical information can be defined, but the prices are determined by the currency entered at this field. |
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| Geographic area | Indicate the geographic area to which the prices apply. | ||||
| Buying group | Indicate the buying group to which the prices apply. | ||||
| Customer class | Indicate the customer class to which the prices apply. | ||||
| Basis | This option enables you to indicate the basis on which
the pricing applies. Threshold prices are applied based on the
option you select here.
These options are disabled once you have added at least one price break. |
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| Mass | Select this to define the thresholds for the price
breaks in the unit mass of the items sold. If the price basis is Mass, then the total mass for a line item is calculated as: Order quantity x unit mass per stocking unit of measure. |
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| Volume | Select this to define the thresholds for the price
breaks in the unit volume of the items sold. If the price basis is Volume, then the total volume for a line item is calculated as: Order quantity x unit volume per stocking unit of measure. |
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| Quantity | Select this to define the thresholds for the price breaks in quantities of the items sold. | ||||
| Type | These options are disabled once you have added at least one price break. | ||||
| Price | Select this to define the price that must be charged for the items for each threshold. | ||||
| Percentage | Select this to define the percentage by which the selling price of the item must be reduced for each threshold. | ||||
This section enables you to define the quantity brackets and prices for the item(s).
![[Note]](images/note.png)
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Trade promotions pricing is cumulative (refer to Price Bracket Examples). |
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| Field | Description | ||||
|---|---|---|---|---|---|
| Remove | Select this to delete the price break entry currently highlighted. | ||||
| Quantity | Indicate the quantity of items that you want to link
to the price. This quantity/mass/volume is the upper limit
for the price and reflects the quantity/mass/volume of
purchase required to qualify for the bracket price.
For example: If you enter 10 in this field and the Basis is Quantity, then the price applies to quantities of 1-10 of the item inclusive (see Price Bracket Examples). |
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| Price | Indicate the price that must be applied to sales of
the quantity/mass/ volume of the item entered in the
Quantity field. This field is only displayed of you selected Price at the Type field.
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| Percentage | Indicate the percentage by which the selling price of the item must be reduced for sales of the quantity/mass/ volume of the item entered in the Quantity field. This field is only displayed of you selected Percentage at the Type field. |
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Different brackets can be defined to quantify items for bracket pricing. These reflect limits of purchase required by basis to qualify for bracket pricing. The quantity is an upper limit.
Example 1
The price basis is set to Quantity and the following price breaks are defined:
| Quantity | Price |
|---|---|
| 50 | 95.0000 |
| 100 | 90.0000 |
| 150 | 85.0000 |
| 200 | 80.0000 |
| 300 | 75.0000 |
According to these price breaks, a price of 95.00 is applied to items of quantities up to and including 50. A price of 90.00 is applied to items of quantities up to and including 100. There is no price specified for 301 or more items, which means that these items are charged at 75.00.
Price brackets can apply across multiple line items within an order.
For example, if you defined a product group PIZZA, then all stock items within the product group PIZZA receive the price for the price bracket for the total quantity/mass/volume of the product group.
For example:
The following items belong to the product group PIZZA:
- Pepperoni Pizza Bites
- Cheesy Pizza Bites
The Basis is Quantity and the customer orders the following:
90 Pepperoni Pizza Bites
70 Cheesy Pizza Bites
The total quantity for the order and product group PIZZA is 160 (90 + 70). According to the above Price Breaks, each line item is charged at 80.00 (i.e. the customer is charged for 90 Pepperoni Pizza Bites at 80.00 and for 70 Cheesy Pizza Bites at 80.00).
Example 2:
Trade promotions pricing is cumulative.
For example, you defined the following price breaks for stock item A100:
| Quantity | Price |
|---|---|
| 10 | 550.00 |
| 20 | 500.00 |
You process a sales order line for stock item A100 for a quantity of 10. The price on this order line will be 550.00.
You then process an additional line for stock item A100 for a quantity of 3. The price on both order lines changes to 500.00 as the sale is now for a total quantity of 13 which falls into the next price bracket.
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Trade promotions pricing is not applied to sales to customers who have contract pricing defined against them (see Contract Prices).
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The price of a stock item is over-ridden by the price defined here for the threshold quantity if:
- the customer is defined as using trade promotions pricing (AR Customer Maintenance - Options tab)
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the customer belongs to a geographic area, buying group or customer class for which a trade promotions price is defined or a trade promotions price is defined that applies to all customers
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a trade promotions price is defined for the stock item itself, or the stock item belongs to a product group, product class or department for which a trade promotions price is defined (Stock Code Maintenance - Trade Promotions Pricing)
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the price type and price basis defined against the stock item (Stock Code Maintenance - Trade Promotions tab) matches the price type and price basis defined against the price break for that item (Price Table Maintenance)
Inserting Application Help
You would typically follow this procedure to display help for the current program in a customized pane that can be pinned to the program window.
Information includes step-by-step instructions for the various functions available within the program, including a brief overview of what the program does, what setup options are required and how to personalize the program.
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Open the program for which you want to insert application help into a customized pane.
This functionality is only available for a program that has panes.
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Right-click any form field.
You can also click the triangle menu icon that appears in the title area of a pane.
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Select Insert Application Help from the context-sensitive menu.
The application help appears in a pane within your program. You can reposition the pane using the docking stickers or pin it to the program window.
Removing the Application Help pane
If you no longer want to display application help in a pane for your current program, you can simply remove it.
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Select the Close icon in the right-hand corner of the application help pane.
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Confirm that you want to delete the pane.