Trade Pricing and Discounting Window

• Enter a Sales Order > Merchandise tab > enter trade product code or click extra Action button at Price field

To apply a discount, enter the code of the sales discount you want to apply to this line item. If you click on the Search button, a list of available discount codes appears from which you can choose. This field is active only if the product is set as Discountable in the Product record and the Apply To field in the Point of Sale Control Settings is set to Individual Line Items. When used, the discount amount is calculated and displayed to the far right. This field functions identically to the Discount field on the Merchandise tab of order entry.

You cannot enter both a discount and a price override on the same line item. If you enter a discount using this field, and then enter a Price Override, the system issues a warning and removes the discount code. If you enter an override price and then attempt to enter a discount code, the system issues a warning and rejects the entry.

The trade discount percent and amount is calculated and displayed. If your sales security settings permit access, you can change the percent and amount by altering the maximum trade discount percent (for this sale only) via the Actions option called Adjust Trade Percent. (See Actions below.)

Calculation of the trade discount applied to the line item is based on the following:

• The system calculates the CRP/SRP ratio for the product and then uses the table established in Trade Designer Discount Settings to determine the percentage of maximum discount available. This percent indicates the portion of the maximum discount allowed that can be applied to a sale, based on the CRP/SRP ratio.

• The maximum discount percent available for a product defaults from the Maximum Trade Discount field in product or vendor settings and can be modified for a line item via the Maximum Trade Discount window during order entry (provided you have security access).

• The system applies the discount to the item on the order based on your selection at the Application of Trade Discount field on the Trade Designer Information screen during order entry.

Example: You are entering the trade sale of a single product that has a selling price of $1400 and a suggested retail price of $2000. Your established maximum trade discount percent is 20% for the product. The CRP/SRP ratio for the product is 70% and according to your table in the Trade Designer Discount Settings, the percent of trade discount available for a minimum ratio of 70% is 50%. Therefore, the maximum discount that can be applied to the sale of this product is half (50%) of the maximum trade discount percent of 20%, or 10%. During order entry, you select "Apply 50% of trade discount to Sales Order" at the Application of Trade Discount field in the Trade Designer Information window. The resulting trade discount that is applied to the line item is 5%, or $70.00.

Adjust Trade Percent - Select this option to modify the maximum trade discount percent allowed for the sale of this line item.