Key Points
Purpose of Sales Price Groups:
Sales Price Groups define different pricing tiers for customers based on their category or volume of business.
In this case, Retail Contractors are divided into three groups based on previous purchase volume:
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, and final price.
Creation of Sales Price Records:
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.
Manual Process: Without automation, creating these records would require entering three pricing records for every item.
Proposed Automation:
Use the standard price and apply the discount percentages automatically to calculate the sales prices for each group.
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:
The standard price populates the sales order line.
The system calculates and displays the discount and final price directly on the line item.
This approach would reduce the need for maintaining separate price records and ensure discounts always reflect the current standard price.
Sales Order Customization:
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.