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Confirm the following Price List configuration
In Order Entry > Setup > Configuration, select all the options below:
Review the notes on Price and Discounts taken from the Sage Intacct Help - Configure Order Entry below, where required:
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Confirm the following Price List configuration
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In Order Entry > Setup > Configuration, select all the options below:
Review the notes on Price and Discounts taken from the Sage Intacct Help - Configure Order Entry below, where required:Price schedules = Yes
A price schedule defines a percentage discount on top of a specific price list, such as a 10% discount on top of your retail price list. Select this option if you want to be able to create one or more named price schedules, which you can then assign to customers for the purpose of tracking discounts.Customer Price Lists = Yes
Enables you to assign price lists to particular customers. If you assign a price list to a customer, this price list overrides the one associated with the transaction definition for the Order Entry transaction.Fixed Customer Discounts = Yes
Enables you to assign a blanket discount percentage (for example, 10% off everything) on a customer-by-customer basis. When you select this option, a new Discount % field is added to Customer records. When you sell an item to a particular customer, the system proposes the latest price, which includes the discount.Line Item discount on suggested price = Yes
Select to add a DISC% field to line items on Order Entry transactions for the purpose of adding on-the-fly discounts. For example, selecting this option would allow a user to add a percentage discount of his or her choice to a particular line item.
After saving the Configuration, please confirm you can then maintain pricing against the customer:
Go to Accounts Receivable > Setup tab > Customers, then select the Additional Information tab, and Invoicing details section of the page, shown below:
In Order Entry > Setup > Transaction Definition (see online help here), for the form used by the website to enter orders in Sage Intacct, in the example below shown called “Sales Order-Inventory“, confirm the Initial Price list and Special Price list is defined, as required:
Price Schedules
Customer Price Lists
Fixed Customer Discounts by Customer or Billing Contact or Shipping Contact.
NOTE: When configuring pricing by Billing Contact or Shipping Contact the contact that is assigned pricing must be assigned in the corresponding Bill-to Contact or Ship-to Contact field of the Customer in order for the website to use the pricing
Price Levels (Product Specific)
Price Levels can be assigned to a product from the Price/Cost Info tab of an item (Distribution > Inventory > Stock Items)
- Two price levels can be assigned: Default Price and RRP
Default Price
The Default Price can be set as the Standard Price in CatalogueLINK
- In CatalogueLINK Upload, navigate to Setup > Catalogue Fields and configure it to:
- This can be seen on the website
RRP
The RRP can be set as the Standard Price in CatalogueLINK
- In CatalogueLINK Upload, navigate to Setup > Catalogue Fields and configure it to:
- This can be seen on the website
Sales Prices by Price Type (Customer Specific)
Customer (inc. Volume Breaks and Effective Dates)
Sales Price by Customer can be configured from Finance > Accounts Receivable > Sales Prices
- In this case the the Sales Prices are being filtered by Product
- Customer 516609 has been assigned a price of $15 for AIRFIL01 ($10 if 5 or more are purchased)
- This can be seen on the website (single product)
- And for 5 or more products
Base (inc. Volume Breaks and Effective Dates)
Sales Price by Base Price can be configured from Finance > Accounts Receivable > Sales Prices
- In this case the the Sales Prices are being filtered by Product
- AIRFIL01 has been assigned a Base Price of $20 ($16.50 if 5 or more are purchased)
- Customer 516609's specific pricing has been changed to an expired date range as it is being used as the example buyer
- This can be seen on the website (single product)
- And for 5 or more products
Customer Price Class (inc. Volume Breaks and Effective Dates)
Sales Price by Price Class can be configured from Finance > Accounts Receivable > Sales Prices
- In this case the the Sales Prices are being filtered by Product
- Customer Price Class Internet has been assigned a price of $30 for AIRFIL01 ($25 if 5 or more are purchased)
- Customers will need to be assigned Internet next to Price Class ID on the Delivery Settings tab (Finance > Accounts Receivable > Customers)
- Customer and Base specific pricing have been changed to an expired date range as those prices are lower
- This can be seen on the website (single product)
- And for 5 or more products
Unit of Measure (inc. Percent and Quantity Breaks)
Units of Measure can be assigned to a product from the General Settings tab of an item (Distribution > Inventory > Stock Items)
In the following examples TEST UOM3 has been assigned the following units of measure:
- Minute (base UOM)
- Hour (60x minute)
- Day (1440x minute)
- The standard prices (no special pricing for these UOMs are below:
Base Price
Sales Price by Base Price can be configured from Finance > Accounts Receivable > Sales Prices
- This can be seen on the website:
Customer Price
Sales Price by Customer Price can be configured from Finance > Accounts Receivable > Sales Prices
- This can be seen on the website:
Customer Class Price
Sales Price by Customer Class Price can be configured from Finance > Accounts Receivable > Sales Prices
- This example has been configured to apply to all Trade customers
- This can be seen on the website:
Discount Codes (inc. Percent and Quantity Breaks)
Discount by Percent: will discount by a given percentage
Discount by Amount: will discount by a given amount
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Note: 'Discount by Amount' is applied to the item not the total order value |
Break by Quantity: will apply the discount when a given number of items are added to the cart
Break by Amount: will apply the discount when the total order amount has reached the given value
Customer Price Class and Item
Discount Codes can be configured from Finance > Accounts Receivable > Discounts
- In this case the the discount is being applied to ALARM01 and Internet Customer Price Class
- Customer 516609 is assigned the Internet Price Class from its Delivery Settings tab
- Item ALARM01 has been assigned an discount amount on quantity for customer 516609 ($40 off each if 10 or more are purchased)
- Below you can see when 9 are added to the cart the customer pays full price:
- And when 10 are added to the cart:
Customer Price Class and Item Price Class
Discount Codes can be configured from Finance > Accounts Receivable > Discounts
- In this case the the discount is being applied to the Retail Item Price Class and Internet Customer Price Class
- ALARM01 is assigned the Retail Price Class from its Price/Cost Info tab
- Customer 516609 is assigned the Internet Price Class from its Delivery Settings tab
- Item ALARM01 has been assigned a discount % on amount for customer 516609 (20% off if the pre discount total is $1000 or more ex GST)
- Below you can see before the ex GST total reaches $1000 the customer pays full price:
- And once the ex GST total hits $1000:
Customer and Item
Discount Codes can be configured from Finance > Accounts Receivable > Discounts
- In this case the the discount is being applied to an item (ANTSEI01) and customer (516609)
- Item ANTSEI01 has been assigned a discount % on amount for customer 516609 (75% off if the pre discount total is $1000-1999 ex GST)
- Below you can see before the ex GST total reaches $1000 the customer pays full price:
- And once the ex GST total hits $1000:
Customer and Item Price Class
Discount Codes can be configured from Finance > Accounts Receivable > Discounts
- In this case the the discount is being applied to the Retail Price Class and customer (516609)
- ALARM01 is assigned the Retail Price Class from its Price/Cost Info tab
- Item ALARM01 has been assigned a discount % on amount for customer 516609 (20% off if the pre discount total is $500-999 ex GST)
- Below you can see before the ex GST total reaches $500 the customer pays full price:
- And once the ex GST total hits $500:
Order Entry > Setup tab > Customers, then select the Additional Information tab, and Invoicing details section of the page, shown below:
In Order Entry > Setup > Transaction Definition (see online help here), for the form used by the website to enter orders in Sage Intacct, see the example below shown called “Sales Order-Inventory“, confirm the Initial Price list and Special Price list is defined, as required. Then ensure the CMS > CloudLINK > Sage Intacct Settings > Order Entry Transaction Definition and Order Entry Initial Price List and Order Entry Special Price List match.
Standard Price
If a Buyer is not assigned a Reference (Sage Intacct Customer Code) in the CMS > Ecommerce > Manage Buyers function, then the price mapped to the Standard Price field in the CMS > CloudLINK > Field Mappings will always apply.
Manage Buyers:
Field Mappings:
The Base Price in Sage Intacct is maintained in Inventory Control > Items > General tab > Sales section, see below:
Fixed Price Lists
If any Price List row in Sage Intacct has Fixed equal to Y, see example image below, this indicates whether or not the price is the fixed or final price. In a cascading (or layered) price list structure, the first time the system encounters Fixed = Y for an item, it will present that price as the Suggested price on the transaction regardless of any other price defined for that item in all other price lists.
For example, say your company has a regular price list and a seasonal price list that each contain a different price for the same item. On the transaction definition, the regular price list is specified as the Initial price list and the seasonal price list is specified as the Special price list. The system evaluates the Initial price list first and then evaluates the Special price list to determine the item's Suggested price. If the item has Fixed = N in both price lists, the system presents the Special price list price as the Suggested price. If the item has Fixed = Y in the Initial price list, the system stops further evaluation and presents the fixed price as the Suggested price on the transaction.
Customers without a Price List or Price Schedule
If a Customer is not assigned a specific Price List or Price Schedule in Order Entry > Setup tab > Customers, Additional Information tab, and Invoicing details section of the page, shown below.
Then the Order Entry Initial Price List defined in the CMS > CloudLINK > Sage Intacct Settings, will be used for all product pricing, see below:
NOTE:
- If a Discount (%) is assigned to these customers then that discount will be deducted from all product pricing on the website, see example screen below.
- The Sage Intacct Price List needs to have be setup for a Currency that matches the Currency of the Country (Entities) of the Customer.
Customer is selected
Customers with Price Lists
If a Customer is assigned a specific Price List in Sage Intacct > Customers > Additional Information tab, and Invoicing details function, and the Sage Intacct Customer ID is assigned as the Reference in then CMS > Ecommerce > Manage Buyers function, then the customer will be shown product pricing from this assigned Price List.
Example screen from Sage Intacct > Customers > Additional Information tab, and Invoicing Details function:
Example screen from the CMS > Ecommerce > Manage Buyers function:
NOTE:
- If a Discount (%) is assigned to these customers then that discount will be deducted from all product pricing on the website, see example screen below.
- The Sage Intacct Price List needs to have be setup for a Currency that matches the Currency of the Country (Entities) of the Customer.
Customers with Price Schedules
Using a Discount % (without a specific Price List assigned to Customer)
If a Customer is only assigned a specific Price Schedule in Sage Intacct > Customers > Additional Information tab, and Invoicing details function, and the Price Schedule in Sage Intacct > Order Entry > Setup > Price > Schedules is assigned a specific Discount %, and the Sage Intacct Customer ID is assigned as the Reference in then CMS > Ecommerce > Manage Buyers function, then the Order Entry Initial Price List as defined in the CMS > CloudLINK > Sage Intacct Settings, will be used for all product pricing LESS any Price Schedule Discount % defined, see below for example screens.
Example screen from Sage Intacct > Customers > Additional Information tab, and Invoicing Details function:
Example screen from the Sage Intacct > Order Entry > Setup > Price > Schedules function:
Example screen from the CMS > Ecommerce > Manage Buyers function:
Example screen for the Order Entry Initial Price List as defined in the CMS > CloudLINK > Sage Intacct Settings:
NOTE:
- If a Discount (%) is assigned to these customers then that discount will be deducted from all product pricing on the website, see example screen below.
- The Sage Intacct Price List needs to have be setup for a Currency that matches the Currency of the Country (Entities) of the Customer.
Using a Price List (without a specific Price List assigned to Customer)
If a Customer is only assigned a specific Price Schedule in Sage Intacct > Customers > Additional Information tab, and Invoicing details function, and the Price Schedule in Sage Intacct > Order Entry > Setup > Price > Schedules is assigned a specific Price List, and the Sage Intacct Customer ID is assigned as the Reference in then CMS > Ecommerce > Manage Buyers function, then the Price List as defined in the Price Schedule in Sage Intacct > Order Entry > Setup > Price > Schedules, will be used for all product pricing on the website, see below for example screens.
Example screen from Sage Intacct > Customers > Additional Information tab, and Invoicing Details function:
Example screen from the Sage Intacct > Order Entry > Setup > Price > Schedules function:
Example screen from the CMS > Ecommerce > Manage Buyers function:
NOTE:
- If a Discount (%) is assigned to these customers then that discount will be deducted from all product pricing on the website, see example screen below.
- The Sage Intacct Price List needs to have be setup for a Currency that matches the Currency of the Country (Entities) of the Customer.
Billing Contact is selected
NOTE:
- Pricing by Billing Contact functionality matches the price rules and pricing functionality documented when pricing by Customer (see Pricing when Price list override by Customer is selected above).
- When configuring pricing by Billing Contact the contact that is assigned pricing must be assigned in the corresponding Bill-to Contact field of the Customer in order for the website to use the pricing, see example screens below:
- Example screen from Sage Intacct > Customers > Additional Information tab, and Invoicing Details function:
- Example screen from Sage Intacct > Customers > Contact List tab, and Contact list function:
- Example screen from the Sage Intacct > Company > Contacts > Additional Information tab:
- Example screen from Sage Intacct > Customers > Additional Information tab, and Invoicing Details function:
Shipping Contact is selected
NOTE: When configuring pricing by Shipping Contact the contact that is assigned pricing must be assigned in the corresponding Ship-to Contact field of the Customer in order for the website to use the pricing.