Special Pricing - Customer Discounts
Description
This document explains how to create special price schedules (SPS) for Customer Discounts.
- This feature requires the optional Special Pricing module for WMS.
- Ensure the SPS tag is switched on in Prefs.xml <WMSAsSPSSource>True</WMSAsSPSSource> (done by Datapel Support)
- Ensure that SPS is also switched on in Preferences (Sales tab) under "Use Special Pricing Schedules (SPS)"
- Special price uses best price , lowest price.
- If the same Item involved in two or more SPS setups then if any setup price set to 0 price and/or 0 discount then WMS will default to Base Sell Price. To resolve this issue please amend/delete zero value line or put 100% discount to give for free to re-calculate correct price.
NOTE:
Tools > Preferences > Sales setting - "Always use Item Special Price if available".
When this option is ON, Best price is ignored and the priority is individual Customer in special pricing then Group pricing.
For examples:
Item Standard price = $800.00
SPS for the customer = $1000.00
SPS for the customer Group = $500.00
If "Always use Item Special Price if available" is ON, the customer sales will be charged $1000.00
If "Always use Item Special Price if available" is OFF, the customer sales will be charged $500.00
Related Information
Detail Steps
To create new Special Price schedule:
1. Login to WMS
2. Go to Sales Register
3. Select Actions > Special Pricing
4. Special Price List screen will Open
5. Select "New"
6. Select Customer, Date Range and add comment if required
7. Enter your Item/s or select Ctrl + Enter to open Stock Lookup Assistant and select from there.
8. Apply discount % for Item/s.
In Special pricing only can enter either discount percent in disc% OR price (after the discount) in the unit price column . It will reflect correctly when you create sales.
9. Record Special Prices
10. New Special Prices is ready for use
To apply Special Price discount on Sales:
- Open Sales register
- Create New Sales Order
- Select Customer and Items on special Discount
- Discount will automatically applied to these items as per Special Price Schedule.
