Overview
Prices are defined when the goods availability check for the sales order is fulfilled. When defining a price, it is necessary to take into account such conditions as a price type, a customer segment. Terms of sales contain all those conditions. Standard terms of sales are usually offered to all customers by default. Having Terms of sales selected, the sales order gets prices from the relevant price-list. Special terms of sales are typically designed for loyal and VIP customers. In some cases, custom price-list is applied manually. For the last case, the custom price is allowed to be determined within the process.
When the prices are defined, the discounts and markups can be applied. Companies define standard conditions and values of discounts available for all customers, by default. Special discounts are typically designed for loyal or VIP customers, for in-store marketing campaigns, such as New Year's Sale, seasonal discounts, or for the shipment from a specific warehouse. Special discounts can also be applied to loyalty cardholders. In some cases, custom discounts are applied manually on the item or sales order level. Companies often restrict manual discounts by assigning discount threshold values and special conditions.
It is also possible to use bonus points as well as gift cards in retail.
When prices, discounts, and bonus points to be written-off are defined, the VAT amount can be defined.
As a result, the prices for the sales order are defined.
Video guide
Define sales prices flowchart
Paths
| Path | Sales → Sales management → Sales orders |
|---|---|
| In-app link EN code |
e1cib/list/Document.SalesOrder
|
| In-app link RU code |
e1cib/list/Документ.ЗаказКлиента
|
| Path | Sales → Sales management → Goods return requests |
|---|---|
| In-app link EN code |
e1cib/list/Document.RequestForReturnOfGoodsFromCustomer
|
| In-app link RU code |
e1cib/list/Документ.ЗаявкаНаВозвратТоваровОтКлиента
|
How to apply price-list from standard terms of sales
1. Go to Sales, then click Sales orders or Sales return requests under Sales management.
2. Open the required Sales order or Sales return request document and click the Main tab.
3. Click on Terms of sales and open list for selection.
4. Select the Standard in the Type filter.
5. Review the list of standard Terms of sales available for the customer and select the relevant one.
6. Click the Goods tab and check if the Price type is filled in for all lines.
7. Select all lines and click Prices and discounts → Prices by sales terms and conditions, then check if the Price column is filled in.
How to apply price-list from special terms of sales
1. In the Sales order or Sales return request document, click the Main tab.
2. Click on Terms of sales and open list for selection.
3. Select the Special in the Type filter.
4. Review the list of special Terms of sales available for the customer and select the relevant one.
5. Click the Goods tab and check if the Price type is filled in for all lines.
6. Select all lines and click Prices and discounts → Prices by sales terms and conditions, then check if the Price column is filled in.
How to apply custom price-list
1. In the Sales order or Sales return request document, click the Goods tab.
2. Select the custom Price type for each line.
3. Select all lines and click Prices and discounts → Prices by price type, then check if the Price column is filled in.
How to apply custom prices
1. In the Sales order or Sales return request document, click the Goods tab.
2. Clear the Price type for each line.
3. Fill in the custom Price for each line manually.
How to apply discounts and markups by default
1. In the Sales order or Sales return request document, click the Goods tab.
2. Click Prices and discounts → Calculate discounts (markups).
3. Check information in the % of discount adjustment and the Discount (markup) columns.
4. Drill down to open the Applied discounts (markups) for row menu and review the list of automatic discounts and markups applied.
How to apply special discounts and markups
1. In the Sales order or Sales return request document, click the Main tab.
2. Click the Loyalty card button, then enter or scan the card ID.
3. Click the Goods tab.
4. Click Prices and discounts → Apply discounts (markups).
5. In the Automatic discounts (markups) calculation menu, find the one that can be assigned manually, select checkbox and click Calculate.
6. Check information in the % of discount adjustment and the Discount/markup columns.
How to apply custom discounts and markups at item level
1. In the Sales order or Sales return request document, click the Goods tab.
2. Select items and click Prices and discounts → Adjust discount/markup for selected items.
3. In the Adjust discount/markup form, select Discount or Markup, then fill the % or the exact Amount.
4. Check the figures in the % of discount adjustment and Manual adjustment columns.
How to apply custom discounts and markups at document level
1. In the Sales order or Sales return request document, click the Goods tab.
2. Click Prices and discounts → Adjust discount/markup.
3. In the Adjust discount/markup form, select Discount or Markup, then fill the Percentage or exact Amount.
4. Check the figures in the % of discount adjustment and Manual adjustment columns.
How to use bonus points
1. In the Sales order or Sales return request document, click the Main tab.
2. Click the Loyalty card button, then enter or scan the card ID.
3. Click the Goods tab.
4. Click Prices and discounts → Add bonus points.
5. In the Payment with bonus points menu, enter the amount and click Pay using points.
6. Check information in the Discount by bonus points column.
How to define VAT
1. In the Sales order or Sales return request document, click the More tab.
2. Select the VAT Taxation.
3. Choose any Taxation:
- Sale is subject to VAT
- Sale is not subject to VAT
- Export
4. Click the Goods tab.
5. Select the VAT rate for each item. By default, it is automatically filled with the value specified in the Item card.
6. Check the VAT amount calculation. Change the amount manually in case of incorrect rounding.
7. Post the document.