Re: Putting items "on sale"

On Wed, Aug 7, 2013 at 10:21 AM, Brian Wolf <..hidden..> wrote:

On 08/07/2013 11:25 AM, Erik Huelsmann wrote:

Hi Brian,

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.

Even though your workflow probably works, I'd say that the best architectural fit would be to add an extra criterion to the price matrix:

Can you define price matrix?

This is the ability to set temporary or permanent prices for parts to vendors and customers.

Does that refer to results of a product (parts) search?

Prices are looked up by customer (defaulting to the part's sell price) on the order and invoice screens.

currently products can be assigned prices or discounts based on the counter party (customer/vendor) and the product. It seems (to me) that adding an extra criterion would be the way to go. That needs a UI design though...

Dealing with legacy spaghetti code in LedgerSMB is painful.

This is true. I am thinking that the simplest way to go for now would be to have a simple way to administer the price matrix as we currently have it. This way the legacy code could be left entirely alone.

I cringe thinking about adding a button or checkbox to older code.

Come to think of it, I don't know how to assign a specific customer a 10% reduced rate on all products, but that should be possible.

Yes, and that's a basic POS function point LedgerSMB ought to have.

If you have customers who get this you can assign business types, and assign a 10% discount to the business type. This makes changing it globally a lot easier.

Another idea would be to assign all products of a given manufacturer to a specific parts group. That way, you could probably assign rebates on the entire price group. How exactly to go about doing that, I don't really know at this point (I'd have to find out).

For now my recommendation is a small module which would address bulk management of price matrix tables, so you could more easily assign the rest of this. I don't think it would be hard to put together. The key is understanding workflow requirements.

Best wishes,

Chris Travers

--

Bye,

Erik.

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Best Wishes,

Chris Travers

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

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