Customer Class Product Group Discounts

Overview

Customer Class-Product Group “discounts” can be utilized so that a given “grouping” of Customers (Customer Class) can be set up to receive “discounts” on Sales Order price and discount calculations for a “group” of Rootstock Products (Product Group).

  NOTE There are two “categories” of discounts – a ‘SO Line Discount’ and a Price Calculation Discount.

• The  'SO Line Discount’ appears in the SO Line ‘Discount’ field but does not change to Unit Price itself – it is a discount off the Unit Price displayed on the SO Line.  These discounts appear on the SO and print on the SO Acknowledgement as a “traditional” discount type.

• A “Price Calculation Discount”(aka “price modification discount”) whereby a price is initially derived, but then reduced by this type of discount, so that the price on the SO Line has already been reduced by said discount.  This type of discount is really better characterized as a “price modifier”. (after which a SO Line Discount may still be applied).  These discounts do not appear on a SO nor are they printed on the SO Acknowledgement as it is really an adjustment to the price itself.

See Price Discount Logic document for more details, which includes the hierarchy by which process and discounts are derived from the myriad pricing and discount mechanisms available in Rootstock.

Application

Within the many mechanisms available to derive Product pricing and discounts, this is specifically intended to provide a means to modify prices and/or apply SO Line discounts for a group (class) of Customers for a group of Products.

  NOTE In SO Entry,  when adding a SO Line, there is a “blue dot” adjacent to the Unit Price.  When a Customer Class-Product Group Discount is applied to the price, it will appear as ‘Price Discount Source’ and/or ‘Default Line Discount Source’ along with the values used to adjust the price and/or apply a line discount.

Terminology

Price Calculation Discount: Used in deriving the Unit Price (also referred to a “price discount” or “price modification discount”).

SO Line Discount: Used to set ‘Discount Pct’ field on SO Line; an additional discount after the ‘Unit Price’ is derived or set.
 

Prerequisite

Customer Class:  Customer Class records must first be defined
 

Navigation

Customer Class (to define Customer Classes)

Product:  Customer Class records must first be defined

Navigation

Product Group (to define Product Groups)

Processing

On the list view, the display can be sorted, ascending or descending by any column. 
List view subsets can be defined and saved and list view can be used ad hoc.

• To add a new record ‘New Customer Class Product Group’ button
• To edit and existing record, select ‘Edit’ in the Action column  
• To view select the Name in the ‘Name’ Column

Key Data Elements

Header Section

Customer Class: Customer Class for which, combined with a Product Group, these discounts apply. 

  NOTE Customer Class is a way of grouping Customers with similar attributes together, and serve as a source for initializing values when Customers are added.

Product Group: The Product Group for which, when combined with a Customer Class, these discounts apply.

Default SO Line Discount: When set, the given discount percent will be set as the 'Discount Pct' on applicable SO Lines added that use this Customer Class-Product Group discount.

Price Calculation Discount: When set, the given discount percent will be used in determining the Unit Price on applicable SO Lines added that use this Customer Class-Product Group discount.  Note that this is a "price modification" discount and not a SO Line discount.

Active:  When checked, this record is active and may be utilized.  Uncheck to deactivate.

Discount By Quantity Tab 

• This record is a child of the Customer Class Product Discount record.
• Discounts in this section are “price calculation” discounts and supersede any value that may be set in the “Price Calculation Discount” in the header section of the page.