Price Matrix - Wizard (Whole Order Discounts)
This window is for Whole Order Discount Methods
This screen allows you to set the discounts and the order levels required to qualify for the discounts. When you have entered the appropriate details, click Finish to save your options and generate the price list.
Whole Order Discount Methods
Qualification Type
Order Value
Select this if the whole order discount is to be based on the order value. First enter the qualifying value in the Qualifying (£) field, then enter the Discount value or Discount %.
Order Quantity
Select this if the whole order discount is to be based on the order quantity. First enter the qualifying quantity in the Qualifying Qty field, then enter the Discount value or Discount %.
Offer Type
Discount
Select this if the offer is to be a discount on the total.
Free Item
Select this is the offer is to be a free item on the order.
Discount Type
Price Line
When selected, a price line is added for each whole order discount matrix that is applied to the order
Price Discount
When selected, the discount specified in the matrix is added to the stock lines where the Whole Order Discount matrix applies. This can be useful to avoid undesirable rounding differences when small price values are involved.
Method
Single
When Method is set to Single, additional fields are shown:
Qualifying Currency - enter value. This field is disabled where Qualification Type is set to Order Quantity.
Qualifying Quantity - enter quantity. The quantity cannot be less than zero. This field is disabled where Offer Type is set to Discount.
Discount £ - This field is only shown when Offer Type is Discount. Enter value.
Discount % - This field is only shown when Offer Type is Discount. Enter percentage.
Discount Price Code - This field is only shown where Offer Type is Discount. Enter or lookup from the Price Record List; however, you will need to create a Price Record with which to record this entry. The Whole Order Discount will be applied as an extra (text) detail line on the order. The Sales and Purchase Analysis codes from the Price record will be used to post the discount to the Nominal Ledger accounts.
Free Item (unlabelled) - This field is only shown where Offer Type is set to Free Item. You must choose whether to select the Free Item based on Stock Code (default), Sort Key, or User Sort 1 - 3. Enter or lookup from relevant list.
Free Quantity - This field is only shown where Offer Type is set to Free Item. Enter quantity. The quantity cannot be less than zero.
Multiple
When Method is set to Multiple, an editable grid is shown. Using this grid, you are able to add multiple rows to the grid. The grid contains the following fields:
Qty From - enter a quantity
Qty To - enter a quantity
Discount £ - Only displayed where Offer Type is Discount. Enter a value. .
Discount % - Only displayed where Offer Type is Discount. Enter a percentage.
Discount Code - Only shown where Offer Type is set to Discount. Enter or lookup from Price Record List.
Item Type - Only shown where Offer Type is Free Item. Select from Stock Code, Sort Key, or User Sort 1 - 3.
Description - Only shown where Offer Type is Free Item. Enter or lookup to relevant list (based on Item Type).
Free Quantity - This field is only shown when Offer Type is Free Item. Enter a quantity. The quantity cannot be less than zero.