Special Pricing By Account
Overview
Special Pricing is an opportunity to give an account or multiple accounts discounts on parts they buy. Price Matrixes allow for discounts on Categories of parts or individual parts. Special Pricing By Account is a unique pricing discount for a single account, which allows for unlimited personalized discounting.
Pricing Example:
Account #100 was setup with a default pricing level of Jobber price. However, the seller wants to give the account a discount on a WIX 51515, giving them an adjusted price of Cost plus 20% on this item. The discount will apply each and every time the account purchases the part, so no Job Number is needed. The special pricing will display as follows:
Step #1: Setup Matrix
Configure the Special Pricing By Account table by clicking:
TOOLS | SYSTEM TABLES | SPECIAL PRICING BY ACCOUNT
Account Number: Enter the account number receiving the discount.
Job Number: If applicable, enter a specific job number here to reference invoice numbers or customer transactions for a specific job. The field is not required.
Note: if this parameter is used, the Job Number must be entered in the Job Number field on the Account Record for the adjusted price to apply.
Mfg & Part Number: Enter the Mfg/Part Number or Pricing Category. If using Mfg/Part Number, enter the 3-digit manufacturer code and part number the price is being adjusted for.
Pricing Category 1, 2, 3: Enter the Pricing Category, if applicable. Pricing categories are not required.
Three pricing categories are allowed, in descending order (the 2nd pricing category will need to be within the 1st pricing category, and so on). The pricing categories that will be utilized in the Price Matrix screens will be assigned in Tools/System Setup/XRef Field Setup under Pricing Category 1, 2, and 3. Dependent on the category fields selected, those categories may need to be added to the category code listing under Tools/System Tables/Category Codes.
Price Field: Select the Price Field value to use for the adjusted price calculation.
Price Definition Code: Select $, %, or A (fixed value) to calculate the adjusted selling price.
Value: For $ and %, enter a positive or negative value to adjust the selling price by; for A (fixed value), enter the actual adjusted selling price. The resulting adjusted selling price is based on the Price Definition Code ($, %, A) selected above and the Value entered here.
For example, if the value of 10 is entered, the resulting adjusted selling prices are:
Final Price?:
Start Date: Enter first date adjusted price is available on.
Stop Date: Enter last date adjusted price is available on.
Ticket Minimum: Enter the minimum purchase number required on a single line item to obtain the adjusted selling price.
Maximum Qty: Enter the maximum purchase quantity allowed on a single line item at the adjusted selling price.
Quantity Price Breaks
Qty Price Def code: Select $, %, or A (fixed value).
Qty Break: Enter a numeric value to determine the quantities to be sold at the adjusted price points.
Qty Value: For $ and %, enter a positive or negative value to adjust the price by for each quantity break. For A (fixed value), enter the actual selling price to be used for each quantity break.
The fields noted in red (Price Def Code, Final Price, Start Date, and Stop Date) are required fields and can be used independently or in conjunction with any or all of the optional fields. The optional fields are Ticket Minimum, Maximum Qty, and the Quantity Break / Value fields.
Step #2: Enable part flag in Inventory
Enable the adjusted selling price by setting the Part Discount flag to Yes in the Inventory Record. Access the Inventory Record by clicking on:
FILE | INVENTORY MAINTENANCE | INVENTORY
Step #3: Enable the Qty Discount field in Accounting
Enable the adjusted selling prices for the specific quantity breaks by setting the Quantity Discount flag to Yes in the Accounts Record. Access the Accounts Record by clicking on:
FILE | ACCOUNT MAINTENANCE | ACCOUNTS
Note: If the Ticket Minimum field is used, the adjusted price will not be available until both the ticket minimum and start date conditions are met. The system will automatically stop using the adjusted selling price when it meets the stop date, or the maximum quantity allowed to be sold at the adjusted selling price is entered as a single line item whichever condition is encountered first.
See also