Key Points
Purpose of Sales Price Groups:
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Sales Price Groups define different pricing tiers for customers based on their category or volume of business.
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Instead of creating separate sales price records for each item, we will utilize Sales Pricing Groups to define the discount level for Retail Contractor Accounts.
The system to dynamically calculate the discount during sales order entry when the “Sell-to-Customer” has an Account Record Type = Person Account, and Account Type = Retail Contractor.
Each Retail Contractor will belong to one Sales Pricing Group:
Preferred: Highest tier, largest discount (e.g., 25%).
Established: Middle tier, moderate discount (e.g., 22%).
Contractor: Basic tier, smallest discount (e.g., 20%).
Application of Discounts:
Discounts are applied to the standard price of an item.
The system must calculate the discounted price automatically when the sales order is created.
Discounts should appear line by line on the sales order, showing the standard price, discount percentage
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Creation of Sales Price Records:
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Sales price records must be created for every item that could be sold to a retail contractor, with pricing for each of the three discount tiers.
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,
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Proposed Automation:
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and
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Bulk-import these calculated prices into the system to minimize manual entry.
Alternative Proposal:
Instead of creating separate sales price records for each item and group, dynamically calculate the discount during sales order entry:
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The standard price populates the sales order line.
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final
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price
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Retail contractors will only see their discounted prices on sales orders and invoices.
Customers paying full price (e.g., Retail Customers) will not have discounts applied.