Set Up Client Price Breaks

*New fields added for AV2015* ➤ scroll down to Step #3.1

Price Breaks are used to apply item-level discounts on Sales. When entering a Sales Order, Acctvantage will match the Price Break Type field on the Client (or Shipping Address) record to the Price Break Type on the Product record to establish the pricing for each item. The price will appear on the Sales Order as the Unit/Sell Price. You can define as many Price Break Types as you need.

1. Set Up Price Break Types

First, you must establish a list of Price Breaks. This list is simply a name for the price level.

  1. Navigate to Administration ➤ System Configuration ➤ Custom Lists tab.
  2. Click into the Price Break field to display the Price Break list.
  3. Select Modify to edit this list (see next screenshot.)

1.1. Modify the Price Break Type List.

See the article on Modifying Pop-up Lists for more detail on this step.

  1. Select Insert or Append to add a new Price Break Type.
  2. To edit an existing Price Break Type, highlight it and then click it. (This action is confusing to a lot of people as it's really neither a double-click nor a single-click. The click is similar to a double-click, but slower. I call it a slow-click.)
  3. Select OK on this list and then OK again on the System Configuration window to save your changes. Now you can assign Price Break Types to Clients.

2. Assign Price Break Types to Client Records.

  • Clients are assigned to the Price Break via the Account Information tab of the Sales Master/Client record.  
  • You can assign a Client to multiple Price Breaks if needed.
  • The order in which the Price Breaks appear on the Client screen denotes the priority for each Price Break Level.
    • In this example below, the Client belongs to the Wholesale and then the A1 Price Break Types (in that order of priority).
      • AcctVantage will price Products at the Wholesale level as first priority. In this instance, if both Wholesale and A1 are defined for a Product, A1 will be ignored since Wholesale has first priority.
      • If a Wholesale price is not defined for a Product then AcctVantage will price the item at the A1 level.  
      • If an A1 price is not defined for a Product then AcctVantage will price the item at its default Sell Price.

This structure allows you to assign a Client to a broad pricing category for the majority of Products and make special pricing available on a smaller selection.

2.1. Select a Price Break Type.

 

Select a Price Break Type.

3. Establish Price Break Definitions on Product Records

There are 4 methods available for managing (i.e. creating, editing or deleting) Price Break Definitions:

  1. For a specific Product by using the Price Break tab on the Product record.
  2. For a group of Products by using the Global Replace feature. Select the Products in the Product window, go to the List Menu -> Global Replace -> Price Break & Components.
  3. For Products belonging to a specific Product Class by using the Default Price Breaks tab on the Product Class record. (Note: this method will only affect Products added after the Price Break is defined, NOT existing Products that already belong to the Product Class.)
  4. By using the Price Break Import Template.

3.1. Price Break Field Definitions

Once you have determined which of the above methods of establishing Price Break Definitions will work best for you, use the following definitions to understand each field. These fields have the same behavior for all the methods.

  1. From Date: The first date on which the Price Break is active, in MM/DD/YY format. If the Price Break is not date-sensitive, either leave this field blank or at 00/00/00.
  2. To Date: The last date on which the Price Break is active, in MM/DD/YY format. If the Price Break is not date-sensitive, either leave this field blank or at 00/00/00.  
  3. From Quantity: The minimum order quantity for quantity-level Price Breaks. If a Client orders an amount between the From Quantity and the To Quantity amount, they qualify for the Price Break discount. You can define multiple quantity-level price breaks for each Client Price Break Type (although you want to be sure that the quantities do not overlap.) You are not required to use a quantity-level delimiter. If the Price Break is not quantity-sensitive, either leave this field blank or at 0.  
  4. To Quantity: The maximum order quantity for quantity-level Price Breaks. If a Client orders an amount between the From Quantity and the To Quantity amount, they qualify for the Price Break discount. You can define multiple quantity-level price breaks for each Client Price Break Type (although you want to be sure that the quantities do not overlap.) You are not required to use a quantity-level delimiter. If the Price Break is not quantity-sensitive, either leave this field blank or at 0.
  5. *NEW for AV 2015* - Max Quantity: This is used when you have a Price Break defined by a date range. This is the maximum quantity that can be sold at the Price Break price within the defined date range.
  6. UM: Use this field to indicate which Unit of Measure associated with the Product is assigned this Price Break. This field is required unless you are using the Price Break Import Template. If this field is left blank on the template, the default Unit of Measure for the Product will be used.
  7. Price Break Type: The Price Break name. Click into this field and select a Price Break Type from the pop-up list. You can add as many Price Break Types as you need.
  8. Sell Price: Use this field to set a fixed unit price for this Price Break level. Leave this field blank if a Discount % or a Markup % will be used.
  9. Discount %: Use this field to set a Discount % off of the default Sell Price or List Price (depending on your System Configuration setting.) Leave this field blank if a fixed Sell Price will be used. For these Price Breaks there is a System Configuration setting that allows the user to choose whether the Discount % is based on the Product’s List Price or the Sell Price that appears on the Product record.
  10. Markup %: Use this field to set a Markup %, relative to the Product's Default PO Cost. Leave this field blank if a fixed Sell Price will be used.
Price Break Field Definitions

4. For a specific Product...

  1. Navigate to the Product record ➤ Price Break tab.
  2. Click the + symbol to open the Price Break Definition dialog.
  3. Enter the pricing data based on the criteria listed above and click Save to add the Price Break Definition to the Product.

5. For a group of Products...

  1. Navigate to the Product window.
  2. Highlight the group of Products for which you want to modify Price Break Definitions.
  3. Go to the List Menu and select Global Replace... (see next screenshot.)

5.1. For a group of Products...

  1. Once you are in the Global Replace window, select the Price Breaks & Components tab.
  2. Enter the pricing data based on the criteria listed above and check the ADD box.
    • Or, use the Delete row to remove a Price Break that was previously established for the selected Products.
  3. Click OK to save the Price Break Definition for the selected group of Products.

Note: You should receive a message confirming that the changes were made successfully.

6. For Products belonging to a specific Product Class...

Notes:

  • This method will only affect Products added after the Price Break is defined, NOT existing Products that already belong to the Product Class.
  • If you want to affect ALL current Products belonging to a specific Product Class you should use the method detailed in Step 3.2.
For Products belonging to a specific Product Class...

7. The Price Break Import Template

In some cases, it may be easier to manage Price Breaks using an import template rather than using the methods mentioned above. Basically, you will populate a spreadsheet with the Price Break Definitions then (using a script) you will import the file into Acctvantage. The Price Break Definitions indicated in the template are assigned to the appropriate Products.

Please see the Price Break Import article for details on how to use this method.