How Do I Add A Deal?

This section describes how to add a new deal cost for an item. A deal is a discount that is given as a part of the invoice and is deducted on the invoice to arrive at the amount to be paid.

Firstly, is the deal for an item that is to be promoted?

If it is the deal should be entered using the Promotions program. When the deal becomes effective, the system automatically creates a cost record for you.

If the deal is just being offered by a supplier then you can enter the deal here.

You do not enter the full cost value directly. You enter the value of the deal itself. This is normally expressed as a $2.00 ex-tax deal or a 10% inc-tax deal. Before you can enter your deal you must know whether it is exclusive or inclusive of tax and whether it will be a dollar value or a percentage rate.

1

Select the Items task from the Main Menu.

2

Start the Items option from the Items menu.

3

Find the item you want to add the cost to (press the Items button to start the search).

Use IPN or Description to narrow the search.

4

Click the Costs/Sells tab. The current costs are displayed in the Replenishment section. Click the New button btnSmallNew.gif (1125 bytes) in the Replenishment section. The system prompts for a new supplier, location, effective date, and so on. Use the Tab key to move from one field to the next. Set the value in each field as required.

5

If this cost is for a different supplier then change the supplier.

6

If this cost is for a different location then change it to the Location that will pay this cost. This can be a specific location or it can be a location group.

7

Enter the date this cost becomes effective. The system sets this date automatically but you can set it to any date in the future.

8

In Cost Type, select 'Deal'. When you move out of the field, the system realises this is a deal and it finds the best normal cost matching the supplier, location and date you have entered.

9

Move to the Expiry field and enter the date that the deal expires. This must be entered.

10

Move to Deal Amount and enter the amount of the deal. At this stage it doesn't matter whether it is a percentage or dollar deal, just enter its amount. For example, a $2.00 deal would be entered as 2 while a 4.5% deal would be entered as 4.5.

11

In the Deal Type field specify the type of deal. The following table shows the valid values and what they mean.

% Ex

A percentage deal calculated on the normal ex-tax cost.

$ Ex

A dollar deal subtracted from the normal ex-tax cost.

% Inc

A percentage deal calculated on the normal inc-tax cost.

$ inc

A dollar deal subtracted from the normal inc-tax cost.

12

Once the Deal Amount and Deal Type have been entered, the system automatically calculates the final cost for the item. Note that the cost also includes any trading terms or item rebates that may have been set up.

13

Move to the Carton Size field and enter the number of units in one carton. If you buy the items singularly, then the carton size would be one. If you buy a carton of beer, the carton size would be 24 (twenty four stubbies in one carton).

14

In the Min Order Size column enter the minimum number of units that you can buy. This is normally the same as the carton size, meaning that you must buy a whole carton. If the supplier lets you buy one unit from a carton, then you would set this to one.

15

Click the Save button.

16

Click the Save button.
button_save.gif (1341 bytes)

17

Press the Close button.  

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