Option 3Product Discounts By Customer

The Product Discounts By Customer file is used only if the Order Entry application is part of your system. This file specifies special prices or price breaks that are given to particular customers.

Special prices for any quantity range can be specified in one of two ways:

• Using price breaks. The price breaks in this file can be used instead of the base sales prices in the Products By Warehouse file, or they can be added to or subtracted from the base sales prices.
• Using percentage breaks. The percentage is added to or subtracted from the base sales price in the Products By Warehouse file.

Quantity breaks specify the quantity ranges for each price or percentage break in this file. If no quantity breaks are specified, the quantity ranges in the Products By Warehouse file are used.

If desired, this file can specify an additional percentage to be subtracted from or added to the base sales price. This percentage can be applied by itself, or it can be applied in addition to the price or percentage breaks. An ending date can be given for special pricing for any customer.

When you use this option, a record of all entries will be printed. For additions, all new field contents are printed; for deletions, the deleted record’s contents are shown; for changes, both old field contents and new field contents are shown; and, in all cases, the User ID, date, and time are printed.

Select “Product Discounts By Customer” from the File Maintenance menu. The Product Discounts By Customer entry screen is shown on the next page.

This screen presents information about Product Discounts By Customer.

Product Discounts By Customer screen

When the key value for a particular record is requested, you can review all the records in the file by selecting the Scan option. The records will be presented on an “Access” screen, and you will be allowed to scan the available data until you find the record you want. Then, position the cursor by that record and press RETURN; the record will be displayed for editing.

Data items for the preceding screen are described below.

Product

Enter the number of the product for which the customer will receive discounts. You can use the Scan option to find an appropriate entry. The product number must be on file in the Products file. The system displays the corresponding description so that you can verify your entry.

Customer

Enter the number of the customer who will receive the discounts. If the Accounts Receivable application is part of the system, the customer number must be on file in the Accounts Receivable Customers file; you can use the Scan option to find an appropriate entry. The system displays the corresponding description so that you can verify your entry.

Pricing Expires

Enter the date the discounts on this record expire. If these discounts are good indefinitely, leave this field blank.

If the Order Entry application is part of the system, and if the current date is after the date in this field, any sales orders that are entered will use the pricing on the Products By Warehouse record and will not apply these discounts.

Override?

Enter ‘Y’ or ‘N’ to specify whether or not the price breaks you enter in this file will override those in the Products By Warehouse file.

Y: The price breaks in this file will override those in the Products By Warehouse file. These prices will be used instead of the prices in the Products By Warehouse file for the given quantity ranges.

N: The price breaks in this file will not override those in the Products By Warehouse file. These prices will be subtracted from or added to the prices in the Products By Warehouse file for the given quantity ranges.

Quantity Break

If you do not want to use the quantity breaks specified in the Products By Warehouse file, enter a quantity break of up to 5 digits and 2 decimals for each price or percentage break.

If you do not enter quantity breaks, the system uses the quantity ranges stored on the Products By Warehouse record in applying the price or percentage breaks that you enter here.

Price Break

You can specify special prices for the customer as dollar amounts for each quantity range. In this case, enter up to 6 digits and 3 decimals for the price break associated with each quantity break.

If the Override? field (see above) is ‘Y’, these prices will override the base sales prices in the Products By Warehouse file for each quantity break.

If the Override? field is ‘N’, these prices will be used to adjust the base sales prices. A positive Price Break is a discount amount and will reduce the base price. A negative Price Break will increase the base price.

If you make entries in Price Break fields, you cannot make entries in the % Break fields.

% Break

You can also specify special prices for the customer as percentage decreases or increases of the base sales prices in the Products By Warehouse file for each quantity range. In this case, enter a positive or negative value of up to 3 digits and 2 decimals for the percentage to adjust the base price for each quantity break. A positive Percent Break is a discount percentage and will reduce the base price; a negative Percent Break will increase the base price.

If you make entries in Percent Break fields, you cannot make entries in the Price Break fields.

Additional Discount %

If an additional discount percentage will be applied for this customer, enter up to 2 digits and 3 decimals for the additional discount percentage.

The additional discount is applied to each of the sales prices and quantities stored on the Products By Warehouse record for each product/warehouse combination.

The entered data is validated. Press RETURN to save the information on this screen.

Select Next Record to go to the next Product Discounts by Customer record.

At this screen the use of the MODE keys—ADD, DEL, CHG, or INQ—pertain to those records in the Product Discounts by Customer file.