How to create discount and price rules?

The ERP allows to create different types of discount and price rules to apply to the items. However, you must analyze the most adequate type of rule and configure it. Later, you can apply these discounts as a sequence and change the type of rule at any time.

See types of discounts/prices

The application allows to define 3 types of discounts/prices rules:

The Discount/Price rule definition is applicable to Purchases and Sales.

Set up rules

The price and discount grid allows to define the exceptions to the calculation of discounts and prices to be suggested on the sales documents. These rules can be applicable to a series of objects or a set of objects, such as, Items, Customer, Families, Customer/Item and can be applicable to time intervals, which allows, for example, to create sales campaigns.

To setup sales documents price and discount rules, follow these steps:

1. Access [Marketing & Sales / Purchasing] | [Sales / Purchasing] | Prices | Discounts and Prices;
2. Select the rule being created;
3. Define the currency. By default, the currency defined on the Administrator is suggested as being the price management currency (Company Configuration | Sales | Prices);
4. Specify the discounted object;
5. Define if there is an expiration for the rule;
6. Specify if it includes VAT;
7. Insert the Unitary Price;
8. Insert the discounts applied to the unitary price, if there are any;
9. Specify the applicable brackets, if there are any;
10. Finally, click Save.

When inserting in the sales document rows, an item subject to price and discount rules, the unitary price suggested will be based on this rule and not based on the item file.

When creating a sales document, if the defined rule complies with the inserted information and there is no other rule or precedence defined on the Administrator, the Price/Discount defined on this rule will be applied.

Change rules

It is frequent that when writing a contract, specific prices and discounts are associated. These rules can be defined on the ERP on the sales or purchase discounts/prices rules windows.

To specify or change the discounts/prices rules, follow these steps:

1. Access a [Marketing & Sales / Purchases] | [Sales / Purchases] | Prices | Discounts and Prices;
2. On the sales window rules, define the conditions for Contract/Item, Contract/Family and Contract/Brand;
3. On the purchase window rules, define the conditions for Contract/Item, Contract/Family, Contract/Brand and Contract/Family/Brand;
4. Specify the contract (as well as the posterior elements) and define the desired rules;
5. Click Save;

On the contract maintenance context menu, you can access directly to the corresponding window, whether it is a purchase or sales contract.

Apply rules in items with dimensions

Regarding discount/price rules applicable to Purchase and Sales documents, the application searches according to the precedence defined on the Administrator. When handling items with dimensions, the rules are determined as follows:

1. The application searches by precedence order, the rules for the child item until it finds one applicable;
2. If no rule applicable to the child item is found, the application will search again using the parent item.

Example:

Parent Item - POLO007 Child Items - POLO007.AZUL.L

Apply successive discounts

Successive discounts allow toapply discounts sequentially on an item's unitary price, with a maximum of three.

To apply successive discounts in a sales or purchase document, follow these steps:

1. Access Purchases | Purchases | Documents;
2. Select the type and series of the document;
3. Select the Entity;
4. Insert a row on the editor;
5. Access the context option Other Row Fields;
6. On the fields Successive Discounts specify the discounts applicable.
7. Finally, click Confirm.

The row and document total are updated accordingly.

Create Discount and Price Tiers

During the purchasing process, there are situations in which agreements are in place with suppliers to apply volume discounts based on the quantity purchased.

In these scenarios, it is possible to create rules by quantity or value tiers, where specific prices and discounts are defined based on quantity or value.

To create a rule with price tiers, follow these steps:

1. Go to [Marketing & Sales / Purchasing] | [Sales / Purchasing] | Prices | Discounts and Prices;
2. Add a new configuration specifying the corresponding Rule;
3. Specify whether it applies to prices and/or discounts;
4. Indicate whether there is a Validity;
5. Enable the View Tiers option;
6. Specify the required attributes in the top grid (according to the defined rule);
7. Indicate in the top grid whether the tier is by Value or Quantity;
8. In the lower grid, define the price tiers along with their respective prices and discounts;
9. Click Confirm.