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Confirm the following Price List configuration

  1. 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:

    1. 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.

    2. 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.

    3. 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.

    4. 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.

  2. After saving the Configuration, please confirm you can then maintain pricing against the customer:

    1. Go to Order Entry > Setup tab > Customers, then select the Additional Information tab, and Invoicing details section of the page, shown below:


  3. 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 Initial Price List and Order Entry Special Price List match.
    configured in the


Base Price List

If a Customer is not assigned a specific Price List or Price Schedule in Order Entry > Setup tab > Customers, then select the Additional Information tab, and Invoicing details section of the page shown below, then the Initial Price List configured in the CMS > CloudLINK > Sage Intacct Settings will apply.

The Initial Base Price is also required to be set in the CMS > CloudLINK > Field Mappings, see below:

Customer Price Lists

If a Customer is assigned a specific price list in Order Entry > Setup tab > Customers, then select the Additional Information tab, and Invoicing details section of the page shown below, then the customer after login to the website will shown product pricing from this assigned Price List.

Price Schedules

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

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:

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