Pricing (sales account)
Open: Sales Ledger > Sales Accounts > Enter New Account
Open: Sales Ledger > Sales Accounts > Amend Account Details
Use the Pricing tab to choose the price bands a customer belongs to and to set the discounts a customer receives. You set up your price bands, selling prices and discounts using the options in the Price Book module. If you've used the price book options to link customers to price bands and discounts, this will be shown here.
Any changes made here to the discounts or price bands only apply to future customer transactions and don't affect any that already exist.
Set discount options
Use these options to set the discounts that the customer receives by default. You can set these per invoice or order and per stock item.
These options apply to both the Invoicing and SOP modules.
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If you want this customer to get the same discount on all sales orders and invoices, enter a default percentage on their account. The discount percentage will automatically be entered each time an order is entered for the customer.
This is deducted from the net value of the whole sales order or invoice.
If you're only going to add an invoice or order discount occasionally, you can leave this blank and enter it manually on the Delivery and Invoicing tab of the sales order or invoice.
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This is deducted from the net value of an item line (stock or free text).
If you want this customer to get the same discount on each line of sales orders and invoices, then set a default on their account. This discount is then automatically entered on every stock and freer text line on an order or invoice.
If you're only going to add a line discount occasionally, then leave this blank and enter the discount as required. Remember, line discounts can only be changed by users who have the correct permissions.
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This is only shown if you're using customer discount groups (you've selected Use customer discount groups in the Price Book settings).
Once selected this customer receives the discount set up for this discount group when they order a specific product (or group of products).
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If you're not using discount groups, you must link the customer to individual stock item discounts using the Link customers to discounts screen.
This is only shown if you're using order value discounts (you've selected Use order value discounts in the Price Book settings).
Once selected your customer receives a discount based on the amount that they order.
- A line discount is applied to every line on the invoice with a value.
- A manually entered discount on a line overrides other line discounts.
- An invoice discount is applied in addition to any line discounts.
- A surcharge overrides all discounts except a special price (stock items only)
- Using stock? :
- If an invoice
- If a line, stock item and product group discount are all applicable - the best discount is applied to the line.
- A special price overrides all other levels of discount on the line.
- A mark up price will override all other discounts.
- An invoice
- If an invoice
Set selling prices
Here you set the price the customer received for each stock item. Prices are set in the Price Book module as Price Bands.
The Price Band box shows the Universal price band the customer is linked to.
You can set this here or use the Price Book > Price Bands > Link Customers to Price Band option.
All customers must belong to at least one universal price band. This is because a universal price band contains prices for all stock items, so this ensures that a price is set for all stock items for every customer.
Every customer is linked to the Standard price band by default.
When you select a different price band, the customer is removed from the previous price band and added to the one you select.
This is only shown if you you're using Limited price bands (you've selected Enable limited price bands in Price Book settings).
Limited price bands can be used for promotional and special prices. They only contain prices for selected stock items and can have time limits set. You choose which stock item to include and which customers receive these prices.
Customer can be linked to multiple limited price bands.
To do this:
- Click Add Price Bands or Edit Price Bands.
- Select the price bands required.
- Click OK.
Steps in this task
How prices and discounts are applied to orders and invoices
How to set up your price bands
Invoice and order value discounts
Enter selling prices per stock item
Enter selling prices and link stock items to price bands
Set up individual customer discounts
Set up customer discount groups