Difference between revisions of "Volume Discount and Price Rules"
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− | == Applying Volume Discounts and Price Rules on Handheld Device == | + | ==[[File:tabletandroid.png | 36px]] Applying Volume Discounts and Price Rules on Handheld Device == |
[[File:Bf1d7f777c3cc781141655d24b36de42.png|200px|thumb|left|Edit Item Screen with Price Adjustment section, displaying price rules and warning]] | [[File:Bf1d7f777c3cc781141655d24b36de42.png|200px|thumb|left|Edit Item Screen with Price Adjustment section, displaying price rules and warning]] | ||
# Go to ''Main menu → Sales'' on your device. | # Go to ''Main menu → Sales'' on your device. |
Revision as of 22:46, 8 July 2021
HandiFox allows users offer discounts or charge different rates that apply to, including but not limited to specific customers or, specific items or goods for a specific period of time, or even indefinitely, and set volume discounts which apply to all customers and are based on a minimum amount that incentivize your clients to purchase your goods in large quantities.
Contents
Price rules
Price Rules Tab
- Create button: this button allows creating price rules.
- Active box: allows enabling/disabling the price rule.
- Save button: allow saving changes to price rules.
- Cancel button: this button closes the window .
- Edit button: this button can be used to make changes to existing price rules
- Close button: this button closes the Price Rules window.
New Price Rule Window
- Name field: allows entering a name for new price rules.
- Description field: allows entering a short description for the new price rules.
- Rule is valid from … to… box: allows setting the period in which the price rule is/will be active.
- Add condition drop-down menu: allows selecting conditions; customer, customer type, handheld user, inventory site, item, item type, preferred vendor, sales rep.
- New price is … box: allows setting rule for new price based on a specific amount of money or percentage.
- Price Overrides button: allows to set new price for any item.
- Exclusive rule box: allows restricting the combination of the rule with others rules.
- Rounding box: allows choosing the type of rounding for the price.
- Add note to
* Memo field: allows adding comments into the memo field. * Item description: allows adding comments into the item description.
Creating Price Rules
- In QuickBooks, go to File → HandiFox → Price Rules.
- Click on the Create button to start creating price rules.
- Enter a name for the price rule in the Name field.
- Enter a short description in the Description field.
- Set the interval in which you want the rule to be applicable. You can set Rule is Valid From box. (Omitting this step will create an indefinite rule).
- Create condition if you need using the Add Condition drop-down menu and clicking on the "Selected" link next to the newly added condition. *See note below.
- Set new price in the New Price Is field and select the desired parameter in the contiguous drop-down menus.
- Set the new price in the Price Overrides box. (OPTIONAL)
- Make the rule exclusive if you need by checking the Exclusive Rule box. (OPTIONAL)
- Choose how you would like to round the price up (or down) by checking the Rounding box. (OPTIONAL)
- Add a note in the Memo Field and Item Description. (OPTIONAL)
- Check the Active box to make the price rule active.
- Click on Save to save the rule.
Editing Price Rules
- In QuickBooks, go to File → HandiFox → Price Rules.
- Choose any price rule you want to edit by clicking on it.
- Click on the Edit button to edit price rule.
- Make the desired changes and click on the Save button.
Making price rules inactive
- In QuickBooks, go to File → HandiFox → Price Rules.
- Choose any price rule in the list you want to make inactive.
- Click on the Edit button.
- Uncheck the "Active" box to make it inactive.
- Click on the Save button.
Volume Discounts
Volume Discounts Tab
- Set volume discount button: This button allows to create volume discount.
- Edit button: this button can be used to make changes to existing volume discounts.
- Close button: this button closes the Price Rules/Volume Discounts window.
Set Volume Discount Window
- Add line button: allows adding lines to set volume discount for items.
- Delete line button: allows to delete created line.
- Save button: allows to save all the changes in volume discount setting.
- Cancel button: allows to close Set Volume Discount screen.
Edit Volume Discount Window
- Add Line button: allows adding line to set volume discount for item.
- Delete Line button: allows deleting created line.
- Save button: allows saving all the changes created.
- Cancel button: allows closing the Set Volume Discount window or canceling the operation.
- Close button: this button closes the Price Rules Window.
Creating Volume Discounts
- In QuickBooks, go to File → HandiFox → Price Rules → Volume Discounts.
- Choose items by checking the boxes.
- Click on Set Volume Discount to set the discount for the selected items.
- Click on Add Line, the columns with quantity and discount will appear.
- Enter the desired discount rate and quantity for items displayed.
- Click on Save to save all the changes. If you want to cancel the procedure, click on Cancel.
Modifying Volume Discounts
In QuickBooks, go to File → HandiFox → Price Rules → Volume Discounts.
- Choose items by checking the boxes.
- Click on Edit to modify the discount.
- Change quantity and discount rate.
- You can also add some new lines and set discounts for any other quantities. Click on the Add Line button and a new line will appear.
- Click on the Save button to save all the changes.
- If you want to cancel the operation, click on the Cancel button.
Deleting Volume Discount
In QuickBooks, go to File → HandiFox → Price Rules → Volume Discounts.
- Choose items you want to delete via checking the boxes.
- Click on Edit to modify the discount.
- Click on the line you want to delete.
- Click on Delete Line to remove discount.
- Click on Save to save all the changes. If you want to cancel the operation, Click on the Cancel button.
Applying Volume Discounts and Price Rules on Handheld Device
- Go to Main menu → Sales on your device.
- Edit any Sales Order or Invoice you need, or create a new one.
- While editing or creating a Sales Transaction, tap on to the right of the item line to open the Edit Item screen.
- Find the Price Adjustments section and choose any Volume Discount or Price Rule by checking it.
- Tap the Close button to go back to the previous screen.