Special Pricing
Customer Special Pricing
For every product in the database, a price can be set for each individual customer. This gives you complete flexibility if you need it. Special Pricing overwrites all price bands and discount breakdowns that have been attached to the customer or a product. The special prices can only be put as an amount and not a percentage.
To create a special price for an item you must go into Jobs & Orders > Special Price Management.
Where it says account, enter the customer’s number or click on the magnifying tool to select the customer you wish to give special prices to:
Once selected you can start to insert the products via the Insert button. Using the magnifying tool you can select the product and then amend the box headed price to the new amount that will be charging the client. On the right it shows how much it is selling for at the moment:
When you have entered the new price, click OK. The box will appear blank again ready for you to enter the next product is you so desire. If you have finished what you wanted to re-price then just click cancel and it will bring you back to the main screen, showing the prices that you have amended and when they were done.
All prices will now be displayed as Customer Special in the customer record. Go to Customers > *select customer* > Change Customer > Customer Pricing tab. The list of the special prices can be printed out for each customer using the Print button at the bottom and selecting Special Price Products Only:
Customer Pricing Bands
You can set up different prices for various products and tag them to several companies that you choose. This basically means that all the companies that you have chosen will get the same prices for the products selected in that pricing band. If however a special price has been set up (see above) then cheapest price will be used. As before these prices can be only set as an amount, not a percentage. Please note that only one band can be used per customer.
You create the pricing in the same menu that special prices are created ( Jobs & Orders > Special Price Management) but this time you be using the Promotion Pricing tab. As you can see the box below has now changed to Reference.
Now in order to add a pricing to customer you must first create it by clicking the magnify tool and hitting Insert, this will bring up a screen saying Pricing Band/Promotion:
Start by entering the reference for which the band will be known and then a description of the band, e.g. DEAL1, First Price Band Deal. Now set the expiry date for when the pricing band runs out, using the calendar button. Next to the date you will see two headers (Pricing Band & Promotion), select the first by putting in a black circle. Finally the notes section is for any extra information that you might want to add to this band. Now Click OK.
In order to start entering the products for discounting highlight the deal and press Select. Using the Insert button you can now select the product and enter the new price for them in the same way for special pricing. You can insert multiple products from this screen by just hitting OK. It then blanks itself for entering the next product. You can also copy an old band or existing one by hitting Copy and selecting the band. If you have finished putting all the products that you need in, click Cancel.
The next stage is assigning the bands to the customers, which is done in Customer Database > Select Customer > Customer Pricing. In order to add the band click the Magnifying tool and select the price band you wish to have. Now all the products within that band will have Customer Band next to it.
Promotional Pricing
In theory, Promotional Pricing is similar to a Pricing Band. The difference being that all the products that you have entered discounts on will affect all of your customers, so no matter who is purchase the product they will receive a discount for it. As before these prices can be only set as an amount, not a percentage & the price will end when the promotion runs out.
You create the Promotions in the same way as you set up the Pricing Bands (Jobs & Orders > Special Prices), click on the Promotion Pricing tab and click the magnifying tool, then click Insert in order to create the new promotion. Start by entering the reference for which the Promotion will be known and then a description of the Promotion, e.g. PROM1 First Promotion. Now set the expiry date for when the Promotion runs out, using the calendar button if you choose. Next to the date you will see two selectable fields (Pricing Band & Promotion Pricing), select the second by putting in a black circle, & finally the notes section is for any extra information that you might want to add to this Promotion. Now click the tick button.
In order to start entering the products for discounting highlight the deal and press the insert button. Using the magnifying glass icon you can now select the product and enter the new price for them in the same way for special pricing. You can insert multiple products from this screen by just hitting OK & it then blanks itself for entering the next product. You can also copy an old promotion or existing one by hitting Copy and selecting the promotion. If you have finished putting all the products that you need in, click Cancel.
Now all the products within that Promotion will have Promotion next to it in Customer Database > Select Customer > Customer Pricing.
Global Pricing
Global Pricing is set for each individual customer and gives them a discount of the percentage entered for the whole product database.
This is simply set-up in the Customer Database > Select Customer > Customer Pricing & just enters the discount percentage that you would like to give. After you have entered this it will then show all the products as saying Standard + Global.
N.B The Special Prices however will still override the Global Prices.
Discount Break Points
A product can be set so that when someone buys a certain quantity of a product then they receive a percentage discount. This is a great way to get people to buy larger amounts to reap the benefits. However, The discount breaks can be only set as a percentage, not as an amount and works for all the customers not just a select few.
The individual breakdowns are entered on the products within Stock Database > Select the Product > Prices. You will see a row of boxes under 3 headers (Quantity, Price & Gross Margin).
In the first row you enter the quantity break points e.g. 10, 20, 50. Then you put in the discounted price that will apply for between those amounts bought. Once these two field have been populated the Gross Margin field will appear showing the amount of profit made on that product:
Price Increase
Within the Stock Database there is a price increase button. This feature allows you to increase the price of individual products or by category, in the event of a price rise in raw materials for example. It allows the increase to affect four of the following options.
Standard Selling Price
Customer Special Price
Customer Band Price
Promotion Price
