Previous Topic

Next Topic

To generate discounts based on total quantity ordered

iMIS Orders allows you to set up price discounts according to customer type and total quantity ordered. Unlike purchase quantity discounts, total quantity discounts apply to all products ordered and not just to one specific type of product. For example, you could set up and apply a 10% discount to an order (excluding freight and handling charges and any applicable taxes) for specific customers who purchase 10 or more products.

Defining a total quantity discount is a two part process:

Once you define the parameters for the DISCOUNT product, you can apply the discount to orders placed by specific customer types. A total quantity DISCOUNT is applied to an order by entering the DISCOUNT just as a product is entered.

  1. From Orders, select Manage inventory> Manage products to open the Manage products window.
  2. Define a DISCOUNT product:
    1. Click New.
    2. Enter DISCOUNT for the product Code.
    3. Select the product Category for which you want to define the discount, such as PUB.
    4. Enter a Title for the DISCOUNT product.
    5. Enter a description of the DISCOUNT product in the Desc field.
    6. Click Save.
  3. Select DISCOUNT from the list of Current Products.
  4. Define the quantity discount for the DISCOUNT product:
    1. Click Pricing to open the Special Pricing window.
    2. Click New.
    3. Enter a customer Type (select the Find icon to look up a type).
    4. Enter a Description of the discount.
    5. Enable the Numeric Table option to display the Base from Formula option and the Source Field, Units/Code, Base Amount, and Amt/Addl Unit fields.
    6. In the Source Field, enter Orders.TOTAL_QUANTITY_ORDERED.
    7. In the Units/Code field, enter the minimum number of units for which you want the discount to generate.
    8. In the Base Amount field, enter Orders.LINE_TOTAL*-.1 (press Ctrl+Z to expand the field to enter the information).
  5. Click Save.

Example of a total quantity discount that has been defined and applied to an order

See Also

Defining Product Special Pricing

Special Pricing window

To define product special pricing

To generate purchase quantity discounts


ASI logo 10.6 Production Release. Updated 1/23/2006 1:42:04 PM
Copyright © by Advanced Solutions International, Inc. All rights reserved.