IdealWare Online Users Manual

IY4-08 I/Y MAINTENANCE
31012 Price Discounts

 

PURPOSE

 

The price discounts program enables you to set and modify price discounts from retail and/or markups from cost for up to 3 levels for each product. The price discount that is defined for a product becomes the discount code default value during price maintenance, which takes into account the associated discount code's percentage. This also affects the automatic price generation program.

 

Price Discounts is accessed from:

  • Inventory General Maintenance menu.

 

PROCEDURE

 

Select Price Discounts Maintenance at the Inventory General Maintenance menu. The Price Discounts Maintenance screen displays.

 

PRICE DISCOUNT CODE MAINTENANCE DISPLAY

┌────────────────────────────────────────────────────────────────────────────────┐
│12/19/07                    D E M O   C O M P A N Y                             â”‚
│                   INVENTORY PRICE DISCOUNT CODE MAINTENANCE                    â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│          PRICE DISCOUNT CODE           __                                      â”‚
│                                                                                â”‚
│       01 DESCRIPTION                                                           â”‚
│       02 RETAIL MARKUP% BASE                                                   â”‚
│       03 RETAIL MARKUP% ALT1                                                   â”‚
│       04 RETAIL MARKUP% ALT2                                                   â”‚
│       05 LEVEL1 DISC/MARKUP TYPE                     %                         â”‚
│       06 LEVEL2 DISC/MARKUP TYPE                     %                         â”‚
│       07 LEVEL3 DISC/MARKUP TYPE                     %                         â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘
PRICE DISCOUNT CODE

 

Enter discount code to access or create.

 

If you enter a code that does not exist, the program prompts you to add a new code; see PROCEDURE - ADD A NEW CODE. If you enter a code that is already defined, the program prompts you to modify or delete the code; see PROCEDURE - MODIFY AN EXISTING CODE.

 

 

[F2] to scan existing codes for selection.

 

[F5] to display list of discount codes for selection.

 


PROCEDURE - ADD A NEW CODE

 

If you enter a code which is not defined the following prompt displays.

 

** NOT ON FILE. DO YOU WANT TO ADD ? (CR=YES/F2=NO):

 

[Enter] to add a new code.

 

The program will step you through each field (see FIELDS below). Once all fields have been entered, the following prompt is displayed:

 

 

** OK TO UPDATE? (CR TO UPDATE; F2 TO MODIFY; F4 TO BYPASS):

 

[Enter] to accept and update.

 

[F2] to modify.

 

See MODIFY AN EXISTING CODE below.

 

 

[F4] to not add the code and return to CODE field.

 

[F2] to not add a new code.

 

You may enter a different NEW code, an existing code or press [F4] to exit.

 

 

 

PROCEDURE - MODIFY AN EXISTING CODE

 

If you enter an existing code you will be prompted whether or not you wish to modify or delete the code.

 

** 'M' TO MODIFY; 'D' TO DELETE; CR TO CONTINUE:

 

[Enter] to clear the display and return to the CODE field.

 

"M" to modify data fields.

 

** FIELD NUMBER (CR TO CONTINUE):

 

Enter the number of the field you wish to modify.

 

Once you have modified the field data (see FIELDS below) press [Enter] to return to this prompt where you may enter the number of additional fields to modify or press [Enter] again to end modifications.

 

 

[Enter] for modifications complete.

 

** OK TO UPDATE? (CR TO UPDATE; F2 TO MODIFY; F4 TO BYPASS):

 

[Enter] to accept changes and update the file.

 

The file is updated and you are returned to the CODE field.

 

 

[F2] to make additional modifications to the fields.

 

You are returned to the FIELD NUMBER prompt above.

 

 

[F4] to cancel all changes and return to CODE field.

 

"D" to delete the code.

 

** OK TO DELETE? (Y/N):

 

"Y" to delete the code.

 

"N" to not delete the code.

 

Example Price Discounts Maintenance display:

┌────────────────────────────────────────────────────────────────────────────────┐
│12/19/07                    D E M O   C O M P A N Y                             â”‚
│                   INVENTORY PRICE DISCOUNT CODE MAINTENANCE                    â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│          PRICE DISCOUNT CODE           A                                       â”‚
│                                                                                â”‚
│       01 DESCRIPTION                   DISC STRUCTURE A                        â”‚
│       02 RETAIL MARKUP% BASE              0.00                                 â”‚
│       03 RETAIL MARKUP% ALT1              0.00                                 â”‚
│       04 RETAIL MARKUP% ALT2              0.00                                 â”‚
│       05 LEVEL1 DISC/MARKUP TYPE       DISCOUNT%     %    5.00                 â”‚
│       06 LEVEL2 DISC/MARKUP TYPE       DISCOUNT%     %   10.00                 â”‚
│       07 LEVEL3 DISC/MARKUP TYPE       MARKUP%       %   20.00                 â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│** 'M' TO MODIFY; 'D' TO DELETE; CR TO CONTINUE; : _                            â”‚
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘
** 'M' TO MODIFY; 'D' TO DELETE; CR TO CONTINUE; : _

 

[Enter] to clear display and return to CODE field.

 

"M" to modify information fields.

 

"D" to delete code.

 

 

FIELDS

 

01 DESCRIPTION

 

Enter description of up to 20 characters.

 

02 RETAIL MARKUP% BASE
03 RETAIL MARKUP% ALT1
04 RETAIL MARKUP% ALT2

 

Enter markup from cost percentage for each unit of measure.

 

[F2] to set percentage to 0.00.

 

You can assign a percentage markup for each of the three units of measure of a product affected by the discount code. Typically, fields 01, 02 and 03 are left set to 0.00 and retail prices are set using the pricing maintenance program.

 


05 LEVEL1 DISC/MARKUP TYPE
06 LEVEL2 DISC/MARKUP TYPE
07 LEVEL3 DISC/MARKUP TYPE
D=DISCOUNT% FROM RETAIL, M=MARKUP% FROM COST
R=PRICES SAME AS RETAIL, N=NO PRICING

 

"D" to set discount percentage from retail price.

 

"M" to set markup percentage from product average cost.

 

"R" to set price same as retail price.

 

"N" to set no pricing.

 

When this option is selected, prices will be assigned during sale order entry.

 

 

Enter a percentage for each discount/markup level.

 

[F2] to set percentage to 0.00.