How does it work?

Having set up your product database with retail prices you can set up as many price books as you like and give a different discount to each. The discount can be different dependent on the quantity sold. Each price book needs to be given a code to identify it to link to your customers. This code can be as simple as you like

Example

The following is a simple setup without quantity breaks. This will allow a simple discounting structure for all your products. This can be overridden by giving category and products yheir own discounts or prices.

Having set up your price books you now give your clients a login and password. This is used to identify the client when he places an order. If your client doesn't login then he won't have access to his prices.

Below is a sample set up for 4 clients. You can give every client his own login and password or just have one login and password for all your trade clients for each pricebook.

In the example above 2 clients get one price book and 2 get another. One of the clients will have to pay by credit card as he is not an account customer.

In the basic layout above a trade discount is being offered on all products. Of course life is never that simple. You might want to offer a general discount of 20% but only 15% on 'widgets' and only 10% for a specific product. Or perhaps you want to price every product individually.

This is catered for by adding different price overrides by category or products. The system will look for a price/discount and take the first one it finds.

The system wil :-

1. First look to see if there is a specific product price or discount.
2. Secondly it will look to see if a category discount applies.
3. Finally it will apply the general discount for that price book.

Category Override

You add a category for each pricebook where you want this to supercede the general discount.

Example for 2 categories.

Price Override

You can allocate a price or discount to a specific product. This takes precedence over all the other options.

Example for 2 Products.

• Product WID73 will be given a discount of 12%
• Product BATH01 will be priced at 145.00.

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