With basket discounting you can easily apply the discounts set up in Order summary pricing methods on a collection of item related elements, (e.g., item, item group, item family). Qualifying quantities in the basket definition define the minimum of each element, and in total, that must be ordered for the basket to become effective for discounting.
Basket discounting can be set up for the following method types:
- O (Order line summary discount)
- H (Header discount)
See Discounting options for baskets below.
Prerequisites:
The following must have previously been enabled and set up:
- Basket processing must be enabled in the DIS control file.
- A basket definition must be set up which holds the keys and key values and higher level rules.
See About setting up baskets for basket discounting for instructions.
The discounts to be applied to the basket definitions are set up in the Work with sales pricing methods file. The connection to the basket definition is made via the pricing keys for the applicable O and H method types. One of the key fields must contain the key for baskets (33). The actual value for that key is chosen from the Work with baskets file.
To define basket discounts do as follows for the O or H method:
- Select the Sales pricing methods menu item.
- On the initial panel, click Add.
- Complete the following fields: (For those fields not described, see Set up a normal method and define the pricing/discounting or the Panel help.)
- Pricing method
- Description
- Type
- Select/enter O for Order line summary discount or H for Header discount.
- Sequence
- Valid from date
- Valid to date
- Stop search discount
- Claimable
- Level
- This value is retrieved from the preloaded Sales pricing method types table. Indicates the level at which the price or discount is applied for this method. Valid levels are H = Header or L = Line.
- Order summ disc type
- This value is retrieved from the preloaded Sales pricing method types table. Indicates if this method will produce a discount that is applied during order summary discount calculation. (If this flag is set to False then the method will produce price/discount/FOC during the normal sales price calculation for a line). The level at which the discount is applied is indicated in the Level field above.
- Chain discounts
- Must be set to False.
- Order summary disc
- Must be set to False.
- Pricing keys
- Select the key for basket (33) for at least one of the keys.
- Highlight the applicable sales pricing method of type O or type H and click Details then Add.
- You access the details panel for the method type. Complete the following fields:
- Basket
- Select/enter the basket definition from the Work with baskets file.
- Currency
- Displays the currency, if any, defined in the method type.
- Unit
- Displays the unit, if any, defined in the method type.
Click OK to update and return to initial panel.
To define the discounting details do as follows:
Discounting options for baskets
When you use basket as a key in your method you may qualify for more than one detail in the same method but the system only supports one discount to be given per method. If such is the case you will be flagged with the following system message: “You are adding a detail that has the exact same keys as a present detail apart from the basket key. With this set-up you may qualify for more than one detail within this same method but the system will only apply the first one that is encountered (alphabetical sequence of the baskets)”.
| Discounting options for a sales pricing method of type O (Order line summary discount) or H (Header discount) where Basket discounting is to be applied
(Only one of the following can be applied) |
|
|---|---|
| 1. Unique Limit dependent pricing (based on Amount value or Quantity ordered) for the key value in the sales pricing method. | Complete field:
Click Limit dependent pricing then the Add option to define the limit and discount. If Amount dependent discounts complete:
And one of the following fields:
If Quantity dependent discounts complete:
And one of the following:
|
| 2. Connect predefined Limit dependent pricing (quantity limits and discounts held in a code). | Complete the following field:
|
| 3. Discounts with no limit restrictions | Complete one of the following:
|
Click OK to update.
Note: The system applies the benefits from the methods that have baskets as a key in the same way that it does for methods having other pricing keys. It must, however, be remembered that items can “exist” in several baskets so where benefits from more than one basket are to be given then multiple methods will have to be defined each having a limited number of baskets. In certain cases the number of baskets per method may be one (1). Benefits from more than one basket may be applied to a sales order but can be limited by enabling the Stop search discount field for order summary pricing methods that have basket as a key. Normally the system searches the sales pricing methods in sequential order to apply all applicable prices/discounts. By enabling the Stop search discount field for the above-mentioned types, the system will stop the search at the first one found.
For more technical information on Basket Processing, see the Basket pricing section in Understanding sales pricing (Technical reference).
Related topics
- About setting up sales pricing methods
- Set up a normal method and define the pricing/discounting
- Set up a chain discount method and define the discounting
- Set up an order line summary discount method and define the discounting
- Set up a header discount method and define the discounting
- Set up a promotion method and define the pricing/discounting
- Generate a suggested retail price for normal and promotion method types
- Set up a promotion method and define the ceiling control values
- Create an exception for a promotion method
- Set up a pricing method and define FOC
- About setting up baskets for basket discounting
- Understanding sales pricing (Technical reference)