Supported Special Pricing for Sage Intacct

Owned by Chris Slattery
Last updated: Mar 15, 2022

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 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:

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.