Enter Price Breaks for Quotation Lines
Explanation
Price breaks on quotation lines are used to specify ranges of quantities, in which the
part on a specific quotation line has a different price per piece. When price breaks are
used, the quotation line will not necessarily contain a fixed quantity. This requires that the customer specifies the actual
quantities he or she wants to order when confirming the quotation, and that these
quantities are entered on the quotation lines before the order is created.
Price breaks are entered manually in the
Price Breaks dialog
box and will decide the final prices for the customer. You can reach this dialog box by
right-clicking a quotation line in the
Sales Quotation/Quotation Lines
tab window,
Sales Quotation/Rental Quotation Lines
tab or the Sales Quotation Lines window and
selecting Price Breaks in the menu that appears.
If a quantity is later added to the line, it must be within the range for the price
breaks, i.e. it is not possible to enter a quantity for which there is no price specified.
In that case, the price breaks must be removed from the line or a new line without price
breaks must be created.
Any possible discount will have no influence on the prices.
NOTE: For rental quotation lines, the user can
enter ranges of both quantity and rental duration, so that a given rental
quotation line can have different prices per quantity and rental duration.
Prerequisites
The quotation line must have been entered and saved.
System Effects
As a result of this entry, price breaks for the quotation line are defined
for different quantities. These price breaks will be listed on the printout of
the quotation. If there are price breaks, quantities and totals will not be
printed on the printout.
Window
Sales Quotation
Sales Quotation Lines
Related Window Descriptions
Sales Quotation
Sales Quotation/Quotation Lines
Sales Quotation/Rental Quotation Lines
Sales Quotation/Misc Quotation Info
Sales Quotation Lines
Price Breaks
Procedure
For Sales Quotation Lines
- Select or query for the appropriate sales quotation in the
Sales Quotation
window (choose the
Sales Quotation/Quotation Lines tab) or the
Sales Quotation Lines window.
- Select the quotation line for which you want to enter price breaks,
right-click and select Price
Breaks. The
Price Breaks
dialog box is displayed with the fields in the upper part of the dialog box pre-entered by
the system.
- Click New and in the Min Quantity field, enter the minimum order quantity required to
get the defined price.
- In the
Calculation Base Price/Curr, Percentage Offset, Amount
Offset and Sales Price fields, enter the values that will
define the price. Depending on how the prices are calculated, use the
appropriate fields. If you selected the Use
Price Incl Tax check box in the Sales Quotation/Misc
Quotation Info
tab, it is possible to enter values for the Calculation Base Price Incl Tax/Curr,
Percentage Offset, Amount Offset and Sales Price Including Tax
fields.
- Click Apply to confirm the price break.
- Repeat steps 2 to 5 to enter price breaks for other quantities.
- Click OK to confirm and close the dialog box.
For Rental Quotation Lines
- Select or query for the appropriate sales quotation in the
Sales Quotation
window (choose the
Sales Quotation/Rental Quotation Lines tab) or the
Sales Quotation Lines window.
- Select the rental quotation line for which you want to enter price breaks,
right-click and select Price
Breaks. The
Price Breaks
dialog box is displayed with the fields in the upper part of the dialog box pre-entered by
the system.
- Click New and in the Min Quantity field, enter the minimum order quantity required to
get the defined price. in the Min Duration field, enter the minimum
rental duration required to get the defined price.
- In the
Calculation Base Price/Curr, Percentage Offset, Amount
Offset and Sales Price fields, enter the values that will
define the price. Depending on how the prices are calculated, use the
appropriate fields. If you selected the Use
Price Incl Tax check box in the Sales Quotation/Misc
Quotation Info
tab, it is possible to enter values for the Calculation Base Price Incl Tax/Curr,
Percentage Offset, Amount Offset and Sales Price Including Tax
fields.
- Click Apply to confirm the price break.
- Repeat steps 2 to 5 to enter price breaks for other quantities
and rental durations.
- Click OK to confirm and close the dialog
box.
Optional steps (remember to save your entries):
- You may change the rounding, i.e. the number of decimals used in the calculation of the
sales price. The default value is 2.
- You can remove a price break line by selecting it and clicking Remove.
- Abort the dialog box by clicking Close.