You can configure price lists to automatically discount or surcharge price list items based on the following options:
- Seasonal - Apply a discount/surcharge based on a date range.
- Account - Apply a discount/surcharge when the order account matches the selected account for the discount/surcharge. You can only select a single account for this option.
- Price Class - Apply a discount/surcharge when the price class on the order account matches the selected price class for the discount/surcharge. You must assign accounts to a price class.
- Events That I Specifically Select - Apply a discount/surcharge for orders assigned to selected event(s).
- Events That Meet Specific Criteria - Apply a discount/surcharge for orders assigned to events that meet the selected criteria.
To configure a price list discount or surcharge:
- Click the Price Lists link from the Main Menu. The Price Lists page opens.
- Select the price list for the discount items.
- Right-click and select Tools -> Price List Discounts & Surcharges. The Price List Discounts & Surcharges window opens.
- Click the Add button. The Add Price List Discount & Surcharge window opens.
- Select the desired price list discount or surcharge from the Record Type drop-down: Seasonal, Account, Price Class, Events that I specifically select, Events that meet specific criteria.
- Complete the additional information for the discount/surcharge.
- Click OK.
Seasonal Discount/Surcharge
Seasonal discounts/surcharges allow you to discount/surcharge your item prices for specific dates during the year. The following information is available when configuring seasonal discounts/surcharges:
- Start Date - Start date for the seasonal discount/surcharge. The date applies to the date the item is used, not when it is ordered.
- End Date - End date for the seasonal discount/surcharge. The date applies to the date the item is used, not when it is ordered.
- Resource - The item to discount/surcharge during the entered date range.
- Percent - Percentage amount of the discount/surcharge. A positive (+) percentage indicates a discount. A negative (-) percentage indicates a surcharge.
Account Discount/Surcharge
Account discounts/surcharges allow you to discount/surcharge your item prices for a specific order account. You can only select one order account. The following information is available when configuring account discounts/surcharges:
- Account - The account the discount/surcharge applies to.
- Resource - The item to discount/surcharge for the account.
- Department - Items assigned to the selected department(s) are discounted/surcharged for the order account.
- Management Rpt Code - Items assigned to the selected management report code(s) are discounted/surcharged for the order account.
- Percent - Percentage amount of the discount/surcharge. A positive (+) percentage indicates a discount. A negative (-) percentage indicates a surcharge.
Price Class Discounts/Surcharges
Price class discounts/surcharges allow you to discount/surcharge your item prices for accounts assigned to a specific price class. See Price Classes for more information on using price classes. The following information is available when configuring price class discounts/surcharges:
- Price Class - The price class the discount/surcharge applies to. Any order account assigned to this price class receives the discount/surcharge on the selected item(s).
- Resource - The item to discount/surcharge for the price class.
- Department - Items assigned to the selected department(s) are discounted/surcharged for the price class.
- Management Rpt Code - Items assigned to the selected management report code(s) are discounted/surcharged for the price class.
- Percent - Percentage amount of the discount/surcharge. A positive (+) percentage indicates a discount. A negative (-) percentage indicates a surcharge.
Events That I Specifically Select
You can select specific events for discounts/surcharges. When an order is placed with the price list for the selected event(s), the selected items are discounted/surcharged as configured. The following information is available when configuring event specific discounts/surcharges:
- Events - The event(s) the discount/surcharge applies to.
- Resource - The item to discount/surcharge for the event(s).
- Department - Items assigned to the selected department(s) are discounted/surcharged for the event(s).
- Management Rpt Code - Items assigned to the selected management report code(s) are discounted/surcharged for the event(s).
- Percent - Percentage amount of the discount/surcharge. A positive (+) percentage indicates a discount. A negative (-) percentage indicates a surcharge.
- Use relative date ranges - If checked, the discount/surcharge is only available within the configured relative date range(s).
- Relative dates from - Start of the date range. You can enter the number of days before or after the event move in, move out, start and end date.
- Relative dates through - End of the date range. You can enter the number of days before or after the event move in, move out, start and end date.
Events That Meet Specific Criteria
You can select specific events for discounts/surcharges. When an order is placed with the price list for the selected event(s), the selected items are discounted/surcharged as configured. The following information is available when configuring event specific discounts/surcharges:
- Type - Event(s) with types matching the selected type(s) receive the discount/surcharge.
- Resource - The item to discount/surcharge for the event(s) that meet the criteria.
- Department - Items assigned to the selected department(s) are discounted/surcharged for the event(s) that meet the criteria.
- Management Rpt Code - Items assigned to the selected management report code(s) are discounted/surcharged for the event(s) that meet the criteria.
- Percent - Percentage amount of the discount/surcharge. A positive (+) percentage indicates a discount. A negative (-) percentage indicates a surcharge.
- Use relative date ranges - If checked, the discount/surcharge is only available within the configured relative date range(s).
- Relative dates from - Start of the date range. You can enter the number of days before or after the event move in, move out, start and end date.
- Relative dates through - End of the date range. You can enter the number of days before or after the event move in, move out, start and end date.
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