Rules grid

Who

What

Where

These fields are determined by the Show in grid buttons in the Header. Other fields can be customised in or out of the grid.

Where fields are only available if Where types are made available in the SP Where grid.

Rule Type

Select the Rule Type from:

• Fixed - Special Price = the Amount and Discount percentage.
• Cost Relative - Special Price = Cost Price plus the Amount or the Markup Percentage. If both an Amount and Markup Percentage are entered, the Amount is added first, then the Markup Percentage is applied.
• Sell Relative - Special Price = Sell Price less the Amount or the Discount Percentage. If both an Amount and Discount Percentage are entered, the Amount is subtracted first, then the Discount Percentage is applied.

Default values are set in SP Settings.

Note: A Cost Relative Rule must have either an Amount or a Percentage specified or Bypass Minimum Margin selected to be saved.

Base Cost

Select the Base to use Cost when calculating a Cost Relative price from:

• Valuation Cost - (default), use the cost specified in the Valuation Basis field in IC Settings.
• Standard Cost - use the Standard cost. Use if costs fluctuate to offer guaranteed pricing. If selected, reset standard costs often.
• Latest Cost - use the Latest cost.
• Average Cost - use the Average cost.

Default values are set in SP Settings.

Base Sell

The base Selling Price when calculating a Sell Relative price. Select a Price code or leave blank to use the Price code from the Customer record.

Default values are set in SP Settings.

Bypass

Selected, the rule will bypass the Minimum Margin set in SP Settings.

Currency

The currency the rule is applied in.

Amount / Percentage

The amount or percentage applied. The table shows the results of a selection based on Rule Type.

When Quantity Breaks is selected, and rows are added to the Breaks Grid, the Amount and Percentage fields will be unavailable. Enter Amounts and Percentages in the Breaks Grid.

Effective Price.

The Price the specified Customer will pay for the specified Product from the specified Branch, Department or Location (Accredo Saturn Only). This is calculated by applying the Rule Type, Amount and Percentage. This will only be calculated if the rule includes a Product Code.

If you use Quantity Breaks (set in SP Settings), this field is also available on the Breaks grid.

Hint: you can compare this with the standard Effective Price in the Information Panel see below.

Effective Margin

Profit margin based on the Rule Type, Amount and / or Percentage specified previously, that is, what you will make on each Product sold for the Effective Price. This figure only calculates if the rule includes a Product code. If you use Quantity Breaks (set in SP Settings), this field is also available on the Breaks grid.

Hint: it can be useful to compare this amount with the Effective Margin in the Information Panel see below.

Start / End Date / Priority / Inactive / Reference / Comment

When adding rules the defaults for these fields are based on the content of the corresponding field in the Header. You can change each field, or Apply to all to apply the Header contents to all rules in the grid.

Grid Toolbar

Expand Toolbar (Ctrl+F9)

Expand the toolbar to give access to all toolbar options. Press Esc to close the expanded toolbar.

Zoom (Ctrl+F12)

Opens the selected rule in Form view.

Insert (F4)

Adds a new rule at the selected line.

Delete (F3)

Deletes the selected rule.

Filter / Sort List (Ctrl+F2)

Clear Filter / Sort (Ctrl+F3)

Apply or clear a Filter & Sort. The button changes to indicate if a filter and sort is applied.

Note: If filter is applied while editing, bulk changes and Save applies to all loaded rules including any excluded from view by the filter.

Customise (Alt+F5)

Opens Customise Fields, you can customise the fields visible in the grid.

Move to Breaks (Ctrl+ Down)

Move focus to the Breaks grid. This is available if you use Quantity Breaks (set in SP Settings).

Prompt for Delete Line On/ Off (Shift+F3)

Toggle on and off to specify whether to confirm deletes. The default state is set in Users, Groups and Roles - Preferences tab.

Information panel

The standard prices for the Product (and Customer) are shown, where a Product has been selected. You can compare Special Pricing entered with standard prices.

Cost

The current valuation cost of the specified Product.

Sell

The standard Sell Price for the Product, if a Customer is specified.

Discount

The standard discount that applies to the specified Product if a Customer is specified.

Effective Price

The standard price the specified Customer would pay for the specified Product.

Effective Margin

The standard profit margin for the Product.

Breaks grid

This displays when Quantity Breaks is selected in SP Settings.

You can apply different prices for a single rule using Quantity breaks, depending on the quantity of items sold. The Breaks grid shows quantity breaks for the rule row selected (highlighted) in the Rules grid.

Set different pricing breaks based on Quantity, using the Amount and Percentage fields.

UOM Code (UOM Active or Pending)

The UOM Code for the Product that must be used to qualify for the special price. If a UOM Code is entered for a Break, UOM Codes must be entered for all Breaks for the Rule.

Warning: Only enter a UOM Code if you want the Break to apply only when that UOM Code is specified on the line. If you want a Break to apply based on quantities, regardless of the UOM Code, leave this field blank.

Min Quantity

The minimum number of Products which must be purchased to qualify for the special price.

Hint: If only one quantity break is required, customise the Min Quantity field into the Rules grid, to work in one grid rather than two.

Amount / Percentage / Effective Price / Effective Margin

Once quantity breaks are entered for a rule the Amount, Percentage, Effective Price and Effective Margin fields on the Rules grid will be unavailable; you can add these using the Breaks grid.

Grid Toolbar

Expand Toolbar (Ctrl+F9)

Expand the toolbar to give access to all toolbar options. Press Esc to close the expanded toolbar.

Insert (F4)

Add a new line to the grid, for a new quantity break.

Delete (F3)

Adds a new quantity break at the selected line.

Customise (Alt+F5)

Opens Customise Fields, you can customise the fields visible in the grid.

Move to Rule (Ctrl+Up)

Move focus to the Rules grid.