Adding/editing a policy

The interface consists of Data (1), Policy Type (2) and Rules (3):

Data (1)

You must fill in:

  • Code;
  • Name;
  • Applicable for Document Order or Document. This determines on what basis the discount will be calculated.

Additionally, you can set a time frame for the pricing policy by adding a from date/to date from the calendar and add a description in free text.

Type of policy (2)

Depending on whether it is applicable to a line or document there are different types of policies.

  • Applicable for order:
    • Percentage – You must fill in percentages and select an amount/quantity.
      • Amount – You must fill in a price per line/document. You can choose an amount limit.
      • Quantity – You can select the pricing policy to be valid only for a specific quantity.
    • Price – You must fill in a price and choose whether it is for amount/quantity.
    • Quantity – You must fill in Quantity to buy and Quantity to pay.
    • Commodity – You can select an amount limit and must select a currency. To add items you need to press the + Item button. A list of items will come up on the right side of the screen, allowing you to add them. When you have added all the items you want, you can close the list with the (X) button on the top right.
  • Document Applicable:
    • Percentage – You must fill in percentages and select an amount/quantity.
      • Amount – You must fill in a price per line/document. You can choose an amount limit.
      • Quantity – You can select the pricing policy to be valid only for a specific quantity.

Rules (3)

The rules are the criteria by which the discount will be applied. You can select one, two or more rules from the list and they are applied together:

  • Brands
  • Articles
  • Excluded items
  • Types of articles
  • Categories articles
  • Set items
  • Items by supplier
  • Items by manufacturer
  • Clients
  • Customer types
  • Customer status

Note that the additional criteria by which a policy is proved narrows the set of outcomes. If you select criterion A and criterion B, the result is all items that satisfy both condition A and condition B.

All changes are saved with the Confirm button.

Once you have set the rules, you need to return to the Front Interface Work Panel with a list of pricing policies and set the specific rule elements from the Edit Rule button. So, if you have chosen a rule by brand, for example, you need to specify which brands the policy will apply to.
Редакция