Sales price or discount can be setup for the specific customer or customer price group for an item.
Setup discounts can be use for handle the consignment rate for the customer. (e.g. HKTVMALL)
Table of Contents
1.
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Steps if you want to create Sales Price for a customer
Steps Steps for create sales price or discount in item card
1 - Go to the item card
2 - In Prices & Sales tab, click Create New... in Sales Prices & Discount field.
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3 - Option dialog prompted, select the choice Create New Special Price... then click OK
4a) - To Create Sales Price for specific customer or customer price group
(1) Sales Type - default Customer, user can select customer price group or all customer.
(2) Sales Code - if sales price for specific customer, select Sales Type is Customer, then select the customer no,
(3) Unit of measure default base unit. If the customer buys the product use another unit of measure, user need to select the unit of measure.
(4) Unit Price - enter the sales price it specific for the customer
(45) Starting Date - enter the starting date if the price only effective on specific date.
(NOTE: Blank the field for Starting Date and Ending Date if the special price is always valid)
(56) Click OK to close the page after finished
2. Steps if you want to create Line Discount for a customer
Steps
1 - Go to the item card
2 - In Prices & Sales tab, click Create New... in Sales Prices & Discount field.
3 - Option dialog prompted, select Create New Special Discount... then click OK
4 4b) - To Create Discounts for specific customer or customer discount group
(1) Sales Type - default Customer, user can select customer price group
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or all customers.
(2) Sales Code - if Sales Type is Customer, then select the customer no,
(3) Unit of measure default base unit. If the customer buys the product use another unit of measure, user need to select the unit of measure.
(4(1) Line Discount - enter the Line Discount %
*please refer to 4a) for other fields.
% for the customer
(5) Starting Date - enter the starting date if the price only effective on specific date
(NOTE: Blank the field for Starting Date and Ending Date if the special price is always valid)
(6) Click OK to close the page after finished
3. Update Sales Price by use of
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Sales Price Worksheet
Use sales price worksheet to apply changes to the unit price for an item for a customer, customer group or all customer
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5- Once the new price is reviewed and confirmed. Click Actions => Functions => Implement Price Change for update the prices in the system.
3. Create Customer Discount Group
1 - Go to customer discount group
2 - Enter the Code for the discount group (e.g. HKTVM) and the Description
3 - Select Navigate => Sales Lines Discounts
4 - Setup Sales Line Discount
(1) - select sales code for the customer discount group or or customer
(2) - select Type and Code for the discount apply for
- Item - for specific item
- Item Discount Group - a group or item
(3) - Enter Line Discount %
