Price Upcharge Based on Group Discount Table

Profits Plus ® allows items to be sold, then a "group discount" applied to the total. This document explains how to use the Group Discount table to add an UPCHARGE. A number of steps are required before the process can be implemented. For a more thorough explanation of group discounts see the document titled: Price Based on Group Discount. To see how to add an Upcharge go to:

Order Entry (Module 6)
- System Management Functions (Task 32)
  - Modify Application Tables (Sub-task 17)
    - Group Discount Table (Option 16)

First: Check the very top line for Customer Types (for the information regarding where Customers Types are set up, see the bottom of this document) that do not qualify for group discounts. i.e. Y$. The system looks to the Customer Type, all customers who have a Customer Type of Y or $ (using the example) in field 12 of the Customer Master record will never receive a group discount.

PLEASE NOTE:

Trade-ins will reduce the net quantity/dollar totals.
Non-material items (ie labor) will NOT be included in these routines.
ANY line item discount on an item that is ELIGIBLE for a group discount will be zero'd out and then set based on GROUP DISCOUNT ALONE.
- Eligible means the item's report class is in this table, the line item DOES NOT have to meet break points to be considered eligible.
- Do NOT use standard quantity discounts or manual line item discounts on items that will be considered for group discounts.

Second: Refer to notes in the table for setting up qualifying factors for group discounting using discount tables or using discounts specified in this table.

Example of Group Discount Table

Group Name CL RF T B Break 1/Disc1 Break2/Disc2

Small/FM BW 10.10 Q R GA

Lg/FM BW 02.10 Q R GA

Repro 78.78 Q R GD

Blackline 79.79 Q R GD

Paper 06.06 D A 5000 / 5.00 10000 /10.00

Explanation of the COLUMN titles on the example of Group Discount Table:

Group Name - must be left justified, no ";" before the name (12 CHARACTERS). The group name doesn’t mean anything unless it is an “i” item group. See item exception note below.

CL - Report class of line item in order entry. Report class is found on the items in Inventory control (Module 5), Item Master (Task 17), Field 24.

RF - Is a cross reference to another report class, i.e. to group multiple report classes into 1 discount class. Using the example from above for Lg/FM BW, items with report class 02 will be combined with items that have a report class of 10 to determine the discount using Quantity Discount Table GA.

T - Type Quantity / Dollar What to total & check for this reference #.

Q = break points represent quantities

D = break points represent dollars

B - Basis Ref# / All Which total to use for breakpoint comparison.

R = compare total of this reference #/report class group only against breakpoints

A = compare total of all line items against reference breakpoints

X = compare total of all line items except those in this reference # against reference breakpoints.

U= Same as “X” but also sets the price of the exception item using reference total. (For calculating item net $ as a percentage of the reference total rather than a fixed amount.)

Break - the minimum amount needed to qualify for the discount % next to it (Based on specified total)

This can be a $ or quantity & then the % of discount.
- This can be the name of a group discount table, GA, GB, etc…. The group discount tables are located in Inventory Control (Module 5), Discount table master (Task 22). These tables must start with a G. See the document titled “Price Based on Quantity Discount tables” for instruction for setting up these tables.

This method uses a percentage of the total sales order (not including the ‘surcharge item’) as the surcharge amount. For example, your ‘fuel’ charge is based on the amount of the order…the larger the order, the larger the ‘fuel’ surcharge. To accomplish this method, you must first set up an item.

The item needs to have certain fields set up

Item Type : M Must be set to M for Material

Report class: 03 Note the Report Class, it is used in the setup below.

Net priced? : N

Dimensional?: R This is the recommended type to use.

Quan Table : N/A This should be blank or set to N/A (not applicable.)

Once the item is setup, proceed to:

Order Entry (Module 6)
- System Management Functions (Task 32)
  - Modify Application Tables (Sub-task 17)
    - Group Discount Table (Selection 16)

Add a line for the surcharge discount. Below is the setup for three situations: one example will be an ‘up-charge’ and another will be for a ‘down-charge’ and the third is for a ‘straight-across-the-board’ surcharge percent.

;Group name CL RF T B Break 1 Disc 1 Break 2 Disc 2 Break 3 Disc 3

;----------- -- -- - - ------- ------ ------- ------ ------- ------

1003 i03.111 D U 1 95.00 02000 85.00 04000 70.00

1005 i03.112 D U 1 5.00 02000 30.00 05000 45.00

1007 i03.113 D U 1 90.00

Up-charge – the more the customer buys, the higher the ‘percent discount’ is added. Using item #1003, and the customer bought items totaling $5.00 (falling between Break 1 of $0.01 and up to Break 2 beginning at $20.00) they would be charged a surcharge of $0.25 which is 95% of the $5.00. To continue the example, if the customer bought items totaling $25.00 (falling between Break 2 of $20.00 and up to Break 3 beginning at $40.00), they would be charged a surcharge of $3.75 which is 85% of the $25.00. One more example, if a customer bought items totaling $40.00 (beginning at Break 3), they would be charge a surcharge of $12.00 which is 70% of the $40.00. (to explain: 95% discount on $5.00 is $.25, the same 95% on $25.00 is $1.25. Using the example from the table above, for item #1003, the percent for $25.00 is 85%...thereby charging $3.75, instead of just $1.25)

The total of all the line items on the order is $5.00. It takes the total of all of the line items on the order $5.00 & that is the amount of the item #1003 on the order. But then this item gets a 95% discount. The 95% discount is $4.75, so this item is 25 cents.
Now let’s say the total of all the line items on the order is $25.00. It takes the total of all the line items $25.00 & that is the amount of item #1003 on the order. But then it will get an 85% discount. The 85% discount is $21.25, so this item is $3.75

Down-charge – the more the customer buys, the smaller the ‘percent discount’ is added. using item #1005, and the customer bought items totaling $5.00, they would be charged a surcharge of $4.75 which is 5% of the $5.00. If the customer bought items totaling $25.00, there would be charged a surcharge of $17.50 which is 30% of the $25.00. If the customer bought items totaling $50.00, they would be charged a surcharge of $27.50 which is 45% of the $50.00. (to explain: 5% discount on $5.00 is $4.75, the same 5% on $25.00 is $23.75. Using the example from the table above, for item #1005, the percent for $25.00 is 30%....thereby only charging $17.50, instead of $23.75)

Straight-across-the-board % - using item 1007, the customer would be charged a 10% surcharge on all items.

****Note: as with all Group Discounts, the system doesn’t calculate the amount until AFTER the items are entered and the user goes to the Collection Screen of the order…if you use your left/back arrow to return to the Item screen, you will see the calculated amount on the Surcharge Item.

****Note: to trigger the surcharge item to automatically be added to the sales order, a few things must also be done:

1. Set the parameters. Go to:

Order Processing (Module 6)
- System Management functions (Task 32)
  - Modify parameter files (Sub-task 22)
    - O/E – General (option 1)

DELV'ITEM=

DELV’NET=

DELV’START’CUST=

DELV’END’CUST=

DELV'IVC'CODES=

FUEL'SURCHARGE'ITEM=

FUEL’PRINT’LABEL=

DELV'ITEM=1003 in the group discount table example above this would be either 1003, 1005 or 1007. This would be the item # to be automatically added to the invoices.

FUEL’SURCHARGE’ITEM=1003 same as delv’item.

DELV’NET=10000000 Order $ threshold for free delivery

DELV’START’CUST=

DELV’END’CUST= Starting & ending customer # range to be charged the delivery/surcharge item. Leave blank if range does not apply.

DELV'IVC'CODES= To charge only a select group of customers the delivery item use an invoice code.

The invoice code table is fount in Account Receivable (Module 2), System management functions (Task 32), Modify application tables (17), Invoicing codes (10).
Place the invoice code on the Accounts Receivable (Module 2), Customer Master (Task 17), Change existing customer record(Sub-task 2), Field 50 Invoice code. Surcharge.

FUEL’PRINT’LABEL=DELIVERY CHARGE Label to print with Fuel $ on invoice if it is to be filtered out of the line items and printed in trailer. Leave blank for the line item to print normally. Put “(L)” at start of label to print on the “Left” side of trailer instead of on the right with other totals.

Parameter to check – A parameter needs to be set to tell the system to use group discounts.

Order Processing (Module 6)
- System Management functions (Task 32)
  - Modify parameter files (Sub-task 22)
    - O/E – General (option 1)

CALC'GRP'DSC=Y

First character: Calculate group quantity discounts?
- V=never calculate (ie ... turns off using group, still compiled in)
- A=always calculate
- F=if status is '1' or ask if status is not '1'
- Y=ask and dflt to 'Y'
- N=ask and dflt to 'N'
Second character(If any):
- S=suppress display of group table on item screen (still processes)
Third character(If any):
- A=include all items in cumes (default is to exclude them)
- L=include labor items in cumes (default is to exclude them)