Special Prices

The special prices file allows you to maintain discounts, markups and quoted prices for Individual Customers, Clubs and Sales (Promotions). Prices can be specified for individual products, Groups and the default group (which applies to all products not otherwise entered).

When the special prices file is searched the system uses the following precedence and considers ONLY the first entry found:

• A product specific entry.

• A Group entry for the group in which the product belongs.

• A Group entry for the default '.' (Dot) group.

Each entry is considered only where it is for the branch specified on the sale document or is specified for all branches. Also the entry must have a start date on or before the current date, and where the expire option is set it must have a review date on or after today. Entries must also match the type of document the price is specified for (eg. Cash only entries apply only to Cash Sales and Refunds).

A special prices entry can be defined as a discount or markup from any of the category prices mentioned above. In addition a special price can be nominated as fixed, meaning that the actual dollar value is recorded and used irrespective of changes in the category prices.

As an example let us take the following three events:

• Customer 'Big Smoke Pty Ltd' has been offered some special prices. This customer receives an extra 2% off trade price for all Commercial Cleaning equipment and has been quoted $20 on sponge mops, and $12 on Window cleaner.

• Customer VIP cards have been issued offering a discount of 5% off retail price on all products except Power tools. Also these customers can buy our 'How To' books at 5% on cost price.

• We have a sale coming up offering 20% off everything in the city stores, all day Sunday only. However our country store is not included in the advertising as it is only offering 15%.

To enter these events into our Special prices files we would do the following:

• Setting the Customer viewpoint we would then select 'Big Smoke Pty Ltd' as the customer using the pop up list, the customer code, or name. Using the Add Group button we would select the 'Commercial Cleaning' group from the group list. We would then set the entry created to 2% Discount off a base price of Trade.

• We would then use the Add Product button to select Sponge Mops and Window Cleaner from the product list. We would enter $20 and $12 respectively against these lines and we would set both lines to Yes for Fixed prices.

• Now we would set the viewpoint to Club and select the VIP club. If we do not have such a Club we would double click the Club prompt (to zoom in) and use the Club screen to add the VIP club. We would then go to the customer screen and set this club against those customers who are a member.

• Once the Club is established we can use the Add Group button to select the default '.' (Dot) group and the Power tools group. On the default group entry we would enter 5%, Discount Off , and select Retail as the base price. On the Power tools entry we would enter 0%, Discount Off and select List (the highest) price as the base. This Power Tools group entry will then take precedence over the default group for power tool products and will prevent the default discount from applying.

• Next we would use the Add Products button and using the search facility we would find and select the first 'How To' book. Against this entry we would select 5%, Markup and select Cost as the base price. Making sure the cursor is on this line we can then use the Add Products again. This time we will select all the other 'How To' books we can find. When we load these items they should all receive the 5% markup from the first book entry we made.

• Lastly we set the Sale viewpoint. As described for creating a Club we can zoom in to the sale screen and add the Sunday sale record if needed. Using the Add Group button we can select the default group and establish the 20% discount off List as the base price. We also want to set the start and review dates to next Sunday (+Sun) and to set the Expire option to Yes. Finally using the Add Branch button we can select the Country store. This will generate another default group entry that only applies at the Country store. On this record we adjust the discount to 15%.