Re: Putting items "on sale"

On 08/07/2013 09:43 AM, Chris Travers wrote:

On Wed, Aug 7, 2013 at 5:48 AM, Brian Wolf <..hidden..> wrote:

Can someone explain the following terms?
Where would you use each and how they affect each other?

Group (Parts Group)

This is a way to categorize parts for searching or the like.

Price Group

A group of customers who get group pricing.

Break (on the Edit Part screen at the bottom; is this a percentage?)

Yes, it is a percentage off

Discount (dropdown list on Customer screen)

Account that early payment discounts go int.

How are discount accounts set up?

Discount (two text fields on the Customer screen)

field 1, % off, field 2, if paid in x days.

Basically there are three mechanisms for discounts.

The first are "business types" which can have across the board discounts on *everything.* This is a very broad tool and may be merged into the price matrix system at some point.

The second are customer and pricegroup pricing. Thats what is set on the parts screen.

It sounds like there currently isn't an easy way to discount products from a specific manufacturer for a set period. One way to implement an enhancement would be to add a "set price" button at the bottom of the product search results screen (eg, search by "make"/manufacturer). When clicked, the button would take the user to a screen which lets them set discount percentage and date range. How that's accomplished in the back-end and related screens (eg, sales order) I'm not sure.

The third is the early payment discount which is probably not what you are looking for here.

I am wondering about the best way to address your workflow from where we are. If nobody comes up with a solution, I will offer my thoughts on -devel tomorrow.
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Best Wishes,
Chris Travers

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Chris Travers

Efficito: Hosted Accounting and ERP. Robust and Flexible. No vendor lock-in.

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