Price Breaks Overview
Price Breaks are used to apply pricing at the line item level on sales orders. To use the Price Break system in AcctVantage, there are a few setup items:
FAQ
See below for answers to some commonly asked questions regarding price breaks.
How do price breaks work?
During sales order entry, AcctVantage will pull the Price Break Categories [that are assigned to either the Client or Ship To Address] into the sales order. The system will then match these categories with the Price Break Definition(s) for each Product that is added to the sales order, which will establish the pricing for each item.
The price will appear on the Sales Order as the Unit Price (not as a discount from the default sell price.)
Which price break level will be used?
Basically, whichever price break qualifies first is the price break that will be used.
When assigning price breaks to a Sales Order, the system will first look at the Ship To address assigned to the Order or Quote.
- If the system encounters an alternate Ship To address with a price break category assigned, then the price break on the Ship To address will be used.
- If the system encounters a Ship To address from the Client record, the system will follow the logic explained below.
Client
The order in which the Price Breaks appear here on the Client screen denotes the priority for each Price Break Level. The first price break in the list is considered to be the Client's "default" price break.
In the example below, the Client belongs to the Wholesale and the Retail price break categories (in that order of priority).
- The system will begin by pricing products at the Wholesale level as first priority. If both Wholesale and Retail price breaks are defined for the same product, Retail price breaks will be ignored since Wholesale has first priority.
- If a Wholesale price break is not defined for a product then the system will look for price breaks at the Retail level.
- If neither Wholesale nor Retail price breaks are defined for a product then the system will price the item at its default Sell Price.
Product
Following the example above -- here we have a Product with both Retail and Wholesale Price Breaks. Since Wholesale has the priority for the above Client, Retail will be ignored even though it's listed first.
If the date and order quantity does not qualify for Wholesale, then no price break will be used. The standard sell price will be in effect.
Which sell price is used to calculate Discount % price breaks?
- Navigate to Administration -> System Configuration.
- Select Price Break from the drop-down menu.
- Find the setting for Discount Source and double-click to select one of the options below.
- After making your selection, click OK to save.
- Product List Price: The list price for the base UM from the Product info tab.
- Product Sell Price: The sell price for the base UM from the Product info tab.
- Unit Measure Sell Price: The sell price for the alternate UM from the Product Unit of Measure tab.
Which cost is used to calculate Markup % price breaks?
- Navigate to Administration -> System Configuration.
- Select Price Break from the drop-down menu.
- Find the setting for Markup Source and double-click to select one of the options below.
- After making your selection, click OK to save.
- Default PO Cost: The Default PO Cost for the base UM from the Product info tab.
- Unit Measure Cost: The Vendor Cost for the alternate UM from the Product Unit of Measure tab.
Which date is used to calculate date range price breaks?
- Navigate to Administration -> System Configuration.
- Select Price Break from the drop-down menu.
- Find the setting for Price Break lookup date and double-click to select one of the options below.
- After making your selection, click OK to save.
- Document Type Date: For Quotes, the system will use the Quote Date. For Orders, the system will use the Order Date.
- Required Ship Date: The system will use the Required Ship Date for both Quotes and Orders.
How does using a Client Name as a price break category work?
- Navigate to Administration -> System Configuration.
- Select Price Break from the drop-down menu.
- Find the setting for Client Name as Category and double-click to set this to True.
- After making your selection, click OK to save
After this setting has been enabled, you can use any Client Name as the Price Break Type when setting up price break definitions.
The Client Name does not need to be added to the price break list on the Client record. The system will automatically recognize the price break when the Client Name is added to an Order or Quote.
How are default price breaks assigned when creating new products?
- Navigate to Administration -> System Configuration.
- Select Price Break from the drop-down menu.
- Find the setting for Price Break for New Product and double-click to select one of the options below.
- After making your selection, click OK to save
- None: Default price breaks will not be assigned when creating new products.
- Product Class: Default price breaks will be pulled from the Product Class when creating new products.
- Vendor: Default price breaks will be pulled from the Vendor when creating new products if a Primary Vendor is assigned.
The date on an order was changed ... will pricing be updated to reflect the new date?
- Navigate to Administration -> System Configuration.
- Select Price Break from the drop-down menu.
- Find the setting for Update line prices and double-click to select one of the options below.
- After making your selection, click OK to save.
- Always: Line item pricing will be updated automatically based on the new date.
- Never: Line item pricing will never be updated after changing the date.
- Ask: The system will prompt the user to update line item pricing based on the new date.
