Sales prices and discounts
The different price and discount agreements that apply when selling to different customers must be defined so that the agreed rules and values are applied to sales documents that you create for the customers.
For sales prices, you can set up Sparkrock 365 to have a special sales price inserted on sales lines when a certain combination of customer, item, minimum quantity, unit of measure, or starting and ending dates exist.
For sales discounts, you can set up and use the following types of sales discounts:
Sales Line Discount: An amount discount that is inserted on sales lines when a certain combination of customer, item, minimum quantity, unit of measure, or starting and ending dates exist.
Invoice Discount: A percentage discount that is subtracted from the document total when the value amount of all lines on a sales document exceeds a certain minimum.
Because sales prices and sales line discounts are based on a combination of item and customer, you can also perform this configuration from the item card of the item where the rules and values apply.
Note
Note:
If you do not want an item to ever be sold at a discounted price, leave the discount fields on the item card empty, and do not include the item in any line discount setup.
To set up a sales price for a customer
Choose
, enter customers, and then choose the related link.The Customers page opens.
Select the customer for which you want to set up a sales price, and then on the action bar, choose Actions > Prices and Discounts > Sales Prices.
The Price List Lines page opens.
Specify values as required.
Add a line for each combination that is to grant a special sales price to the customer.
To set up a sales line discount for a customer
Choose
, enter customers, and then choose the related link.The Customers page opens.
Select the customer for which you want to set up a sales ine discount, and then on the action bar, choose Actions > Prices and Discounts > Sales Discounts.
The Price List Lines page opens.
Specify values as required.
Add a line for each combination that is to grant a sales line discount to the customer.
For information about how to set up prices or line discounts for all customers, a customer price group, or a campaign, see To bulk update item prices.
To set up an invoice discount for a customer
Choose
, enter customers, and then choose the related link.The Customers page opens.
Select the customer for which you want to set up an invoice discount, and then on the action bar, choose Manage > Edit.
The Customer Card page opens.
In Invoice Disc. Code, specify the code for the relevant invoice discount terms to use to calculate invoice discounts for the customer.
Invoice discount codes are linked to existing customer cards. This design enables you to quickly assign invoice discount terms to customers by specifying the code of another customer who has the same terms.
To set up new sales invoice discount terms
Choose
, enter customers, and then choose the related link.The Customers page opens.
Select the customer for which you want to set up new sales invoice discount terms, and then on the action bar, choose Related > Sales > Invoice Discounts.
The Cust. Invoice Discounts page opens.
For each currency for which the customer is to receive a different invoice discount, perform the following steps:
- In Currency Code, specify the code for a currency to which the invoice discount terms on the line applies. Alternatively, to set up invoice discount terms in the local currency, leave the field blank.
- In Minimum Amount, specify the minimum amount threshold that an invoice must reach to be eligible for the discount.
- In Discount %, specify the invoice discount as a percentage of the invoice amount.
The invoice discount is now set up and assigned to the customer. If you specify this customer code in the Invoice Disc. Code field on other customer cards, the same invoice discount is assigned to those customers.
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