Define Supplier Pricing

OBJECTIVE

The Define Supplier Pricing function is used to automatically manage discounts granted to suppliers for a product, type of product, by type of supplier or for a specific project, at the time of an order.

 

PREREQUISITEs

• Supplier Management
• Catalogue Management
• Define Item Types
• Define Supplier Types

 

Steps

 

 

A - Enter a discount by product

1. Click on Product in the menu on the left.
2. Select a product from the Product tab.

The Product tab in the section on the right specifically identifies the selected product. You can assign the discount to all products by checking the All box.

3. Enter the required information in the Product tab:

These fields are generic fields for all discount types.

 

Field	Description
Start Date	Start date of the discount period.
End Date	End date of the discount period.
Min Qty	Minimum quantity required for purchase for the discount to apply.
Disc Rate*	Discount rate applied to the price. NOTE: The system applies the discount to the last price paid.
Disc Amt*	Amount of the discount applicable.
Price*	New price in effect. NOTE: The system does not keep a history of previous prices.

 

The * means that only one of the choices should be used at a time. The discount determined is a rate, discount amount or new price. At discount can be defined for a group of products in the Partial codes section.Simply enter the first characters for the desired codes. Example, 048 to group all codes starting with these three digits.

4. Click Save.

 

B - Enter a discount by product type

1. Click on Product Type in the menu on the left.
2. Select a product type from the Product Type tab.

The Product Type tab in the section on the right specifically identifies the selected type. You can assign the discount to all product types by checking the All box.

3. Enter the required information in the Product Type tab:

Refer to Section A. 3. for the definition of the fields.

4. Click Save.

 

C - Enter a discount by supplier type

1. Click on Supplier Type in the menu on the left.
2. Select a supplier type from the Supplier Type tab.

The Supplier Type tab in the section on the right specifically identifies the selected type. You can assign the discount to all supplier types by checking the All box. You can determine a discount for a product or product type linked to a specific supplier type by first selecting a Supplier Type and then clicking on Product or Product Type in the menu on the left.

3. Enter the required information in the tab starting with Supplier Type:

The name of the tab identifies the various choices.

 

Field	Description
Product Type	Product type from Define Item Types.
Product Code	Product type from Catalogue Management .

4. Click Save.

 

D - Enter a discount by supplier, with or without project

1. Click on Supplier in the menu on the left.

By default, inactive suppliers are not displayed. If necessary, you can see them by checking the Display Inactive Suppliers box in the Preferences option, View tab.

2. Select a supplier from the Supplier tab.

The Supplier tab in the section on the right specifically identifies the selected type. You can assign the discount to all suppliers by checking the All box. You can determine a discount to a product linked or not to a specific project by first selecting a Supplier and then clicking on No Project or With Project in the menu on the left. You can also associate this discount to a product or product type using the structure in the same menu.

3. Enter the required information in the tab starting with Supplier:

The name of the tab identifies the various choices.

 

Field	Description
Project	Project number on which the discount applies. NOTE: This column is only available if With Project is selected in the menu on the left.

4. Click Save.

 

See also

• Stock Order from Catalogue
• How to Display the supplier's discount price as the unit price

 

Last modification: September 20, 2024