Exact Globe+

Creating and maintaining item discounts in sales orders and sales invoices price list

You can see this screen by clicking Add or Edit in the Maintain Sales Price Lists screen (go to Order/Price management/ Price lists or Invoice/Price management/ Price lists, select the relevant price list, and then click Open). This screen allows you to create and/or edit discounts or prices of the selected item in the price list.

Description

Pricelist

The name of the selected price list is displayed. This cannot be edited.

Item

The description of the selected item is displayed. This cannot be edited.

Sales price

Type the sales price of the item. By default, the sales price of the item displayed is based on the Sls. price defined at the item maintenance (go to Order/Items/Maintain or Invoice/Items/Maintain, select the relevant item, and then click Open), under the Basics tab.

Unit

Select or type the unit, and type the quantity per unit for the item. By default, the unit of the item displayed is based on the Sls. unit defined at the item maintenance (go to Order/Items/Maintain or Invoice/Items/Maintain, select the relevant item, and then click Open), under the Basics tab.

Valid

Type the date range of the validity period for the item. By default, the start date displays the current date, and end date displays "31/12/2299".

Discount type

You can select the type of discount for the item. Select any of the following:

New price – Select this to fill in a new price for the item. The New price column will be enabled once this option is selected.
Amount – Select this to fill in a discount amount for the item. The Discount amount column will be enabled once this option is selected.
Percentage – Select this to fill in a discount percentage for the item. The Discount % column will be enabled once this option is selected.
Markup – Select this (Calculated sales price = Current cost price + Markup %) to fill in a markup percentage for the item. Type the markup percentage for the item in the Markup box.

Note: The markup option is available only if Markup is selected in Profit calculation defined at System/General/Settings, under Order settings in the Entry section. However, if Margin is selected in Profit calculation, the discount type will be based on margin, and the Margin column will be displayed.

Quantity

Type the quantity of the item the debtors have to order to be eligible for the discount. For example, if the quantity is 5 and the discount is 10%, the debtor will only get the 10% discount if the debtor orders 5 or more units of the item.

Note: This box is available only if New price, Amount, or Percentage is selected in Discount type.

Insert icon

Click this icon to insert a new line to the price list.

Note: This icon is enabled only if 3 or more lines are created.

Remove icon

Click this icon to delete a line in the price list.

Note: This icon is enabled only if 2 or more lines are created.

Button

Round off

Click this to round up or round down (depends whether round up or round down was selected when the item group was created at System/Logistics/Item groups, under the Extra tab) the new price of the item. For example, if the new price for the item is $999.50 and round up was selected when the item group was created, the new price for the item will be rounded up to $1,000 once Round off is clicked.

Note: This button is enabled only if Percentage in Discount type is selected, and the price list is saved.

Advanced/Simple

Click Advanced to display more criteria.

Click Simple to hide the criteria.

Save

Click this to save the price list.

Close

Click this to exit.