Sales Price Groups

Key Points

• 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%).

  • 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, and final price.

• 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.