Sales Orders > Trade Promotions > Setup > Price Table Maintenance

Price Table Maintenance

You use this program to create and maintain trade promotions price breaks for selected stock items based on the mass, volume or quantity of the item sold.

Price breaks can be applied to individual stock items or to stock items in a specific product class, product group or department. These prices are then applied to customers in a specific geographic area, buying group or customer class.

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Field Description
New Enter a new price break.
Delete Delete the price break currently highlighted in the Price Breaks grid.
Save Validate and save the entries in the Price Breaks grid. Lines with errors are flagged in the grid and error messages are displayed as tool tips.
Type Price breaks can be applied to individual stock items or to stock items in a specific product class, product group or department.

The type displayed depends on your selection on the Price Types treeview of the Browse on Prices program.

OptionDescription
Stock codeSelect this to apply the price break(s) to a specific stock item.
Product groupSelect this to apply the price break(s) to a specific product group.
Product classSelect this to apply the price break(s) to a specific product class.
DepartmentSelect this to apply the price break(s) to a specific department.
Stock code Enter the stock code for which to maintain and apply the price breaks for a Stock Code price type.
Product group Enter the product group for which to maintain and apply the price breaks for a Product Group price type.
Product class Enter the product class for which to maintain and apply the price breaks for a Product Class price type.
Department Enter the department for which to maintain and apply the price breaks for a Department price type.

Price Breaks

Details of all the price breaks currently defined for the selected Type are displayed when you Tab or Enter off the relevant Key field (i.e. Stock code, Product Group, Product Class or Department).

This editable grid enables you to add and delete the quantity brackets and prices for the item(s).

[Note]
Field Description
Stock code This indicates the stock code to which you are applying the price breaks.
Product group This indicates product group to which you are applying the price breaks.
Product class This indicates product class to which you are applying the price breaks.
Department This indicates department to which you are applying the price breaks.
Description This indicates the description for the stock code, product group, product class or department to which you are applying the price breaks.
Selection type
Option Description
None Although this is the default selection for this option, you must indicate a Selection type before you can save your changes.
All Select this to apply the prices to all customers irrespective of geographic area, buying group or customer class.
Geographic area Select this to apply the prices entered only to customers belonging to the geographic area specified in the Geographic area field.
Buying group Select this to apply the prices entered only to customers belonging to the buying group specified in the Buying Group field.
Customer class Select this to apply the prices entered only to customers belonging to the customer class specified in the Customer Class field.
Selection

Indicate the Geographic area, Buying group, or Customer class to which the price applies depending on the Selection type you selected.
Selection description

This displays the description of the Geographic area, Buying group, or Customer class to which the price applies.
Currency Indicate the currency for which the prices apply. This defaults to the local currency, but can be changed.

Separate price breaks containing identical information can be defined, but the prices are determined by the currency entered at this field.
Delivery method

The Ship via code defined against the customer (Customers) is used to determine whether the delivered or pick up prices must be used when a sales order is processed for that customer.

Option Description
None Although this is the default selection for this option, you must indicate a Delivery method before you can save your changes.
Delivery Select this to indicate that the price breaks apply to the delivery of the item to the customer (i.e. the delivered price).
Pickup Select this to indicate that the price breaks apply to the collection of the item by the customer (i.e. the pick up price).

When a sales order is processed, the pick up price is used if the Ship via code defined against the customer for the order (Customers) is defined as a pick up price.
Basis

Indicate the basis on which the pricing applies. Threshold prices are applied based on the option you select here.

If you select Mass or Volume as the price basis, then you must ensure that the correct mass and volume is defined against each stock item to be sold (Stock Codes). If the mass/volume against the item is zero, then the price for the lowest threshold is always used.

Option Description
Mass Select this to define the thresholds for the price breaks in the unit mass of the items sold.

If the price basis is Mass, then the total mass for a line item is calculated as: Order quantity x unit mass per stocking unit of measure.
Volume Select this to define the thresholds for the price breaks in the unit volume of the items sold.

If the price basis is Volume, then the total volume for a line item is calculated as: Order quantity x unit volume per stocking unit of measure.
Quantity Select this to define the thresholds for the price breaks in quantities of the items sold.
Quantity Indicate the quantity of items to link to the price. This quantity is the upper limit for the price and reflects the quantity of purchase required to qualify for the bracket price.

For example: If you enter 10 in this field, then the price applies to quantities of 1-10 of the item inclusive (see Price Bracket Examples).
Mass Indicate the mass of items to link to the price. This mass is the upper limit for the price and reflects the mass of purchase required to qualify for the bracket price.

For example: If you enter 50 in this field, then the price applies to masses of 1-50 of the item inclusive (see Price Bracket Examples).
Volume Indicate the volume of items to link to the price. This volume is the upper limit for the price and reflects the volume of purchase required to qualify for the bracket price.

For example: If you enter 100 in this field, then the price applies to volumes of 1-100 of the item inclusive (see Price Bracket Examples).
Discount type
Option Description
Price Select this to define the price that must be charged for the items for each threshold.
Percentage Select this to define the percentage by which the selling price of the item must be reduced for each threshold.
Price Indicate the price to apply to sales of the quantity/mass/volume of the item entered in the Quantity field.
[Note]

The Price must be defined in the item's stocking unit of measure.

This only applies for a Discount type of Price.
Percentage

Indicate the percentage by which the selling price of the item must be reduced for sales of the entered Quantity, Mass, or Volume of the item.

This only applies for a Discount type of Percentage.

Price Bracket Examples

Different brackets can be defined to quantify items for bracket pricing. These reflect limits of purchase required by basis to qualify for bracket pricing. The quantity is an upper limit.

Example 1

The price basis is set to Quantity and the following price breaks are defined:

Quantity Price
50 95.0000
100 90.0000
150 85.0000
200 80.0000
300 75.0000

According to these price breaks, a price of 95.00 is applied to items of quantities up to and including 50. A price of 90.00 is applied to items of quantities up to and including 100. There is no price specified for 301 or more items, which means that these items are charged at 75.00.

Price brackets can apply across multiple line items within an order.

For example, if you defined a product group PIZZA, then all stock items within the product group PIZZA receive the price for the price bracket for the total quantity/mass/volume of the product group.

For example:

The following items belong to the product group PIZZA:

  • Pepperoni Pizza Bites
  • Cheesy Pizza Bites

The Basis is Quantity and the customer orders the following:

90 Pepperoni Pizza Bites

70 Cheesy Pizza Bites

The total quantity for the order and product group PIZZA is 160 (90 + 70). According to the above Price Breaks, each line item is charged at 80.00 (i.e. the customer is charged for 90 Pepperoni Pizza Bites at 80.00 and for 70 Cheesy Pizza Bites at 80.00).

Example 2:

Trade promotions pricing is cumulative.

For example, you defined the following price breaks for stock item A100:

Quantity Price
10 550.00
20 500.00

You process a sales order line for stock item A100 for a quantity of 10. The price on this order line will be 550.00.

You then process an additional line for stock item A100 for a quantity of 3. The price on both order lines changes to 500.00 as the sale is now for a total quantity of 13 which falls into the next price bracket.

Price Maintenance

This displays the price break information for the line currently highlighted in the Price Breaks listview.

Notes and warnings

Restrictions and limits

  • Trade promotions pricing is not applied to sales to customers who have contract pricing defined against them (see SO Contract Prices).

  • The price of a stock item is overridden by the price defined here for the threshold quantity if:

    • the customer is defined as using trade promotions pricing (Customers)

    • the customer belongs to a geographic area, buying group or customer class for which a trade promotions price is defined or a trade promotions price is defined that applies to all customers

    • a trade promotions price is defined for the stock item itself, or the stock item belongs to a product group, product class or department for which a trade promotions price is defined (Stock Codes)

    • the price type and price basis defined against the stock item (Stock Codes) matches the price type and price basis defined against the price break for that item (TPM Prices)