Volume Discount and Price Rules

HandiFox allows users to create price rules applied to specific items, customers, user who creates and set volume discounts for specific items that that efbased on a certain amount of items.

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

Adding price rules(*******************) 1. Open QuickBooks and go to File -> HandiFox -> Price Rules. 2. Click Create button to create price rules. 3. Add name for the price rule in Name box. 4. Add description in Description box. 5. Set the interval within you want the rule working. You can do it in Rule is Valid From box. 6. Create condition if you need using Add Condition box. 7. Set new price rule in New Price Is box 8. Set the new price in Price Overrides box 9. Make the rule exclusive if you need by checking Exclusive Rule box 10. Choose rounding if you need by using Rounding box 11. Add note to Memo Field and Item Description (?) 12. Check Active box to make price rule active 13. Click Save button to save the rule Editing price rules(*******************) 1. Open QuickBooks and go to File -> HandiFox -> Price Rules. 2. Choose any price rule you want to edit by clicking on it 3. Click Edit button to edit price rule. 4. Make changes and click Save button. Making price rules inactive(*******************) 1. Open QuickBooks and go to File -> HandiFox -> Price Rules. 2. Choose any price rule in the list you want to make inactive 3. Click Edit button 4. Uncheck Active box to make it inactive 5. Click Save button

Volume Discounts

Volume Discounts Tab

• Set volume discount button: This button allows to create volume discount
• Add line button: allows to add line to set volume discount for item
• 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 button: this button can be used to make changes in created volume discount
• 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 in volume discount setting
• Cancel button: allows closing Set Volume Discount screen
• Close button: this button closes the Price Rules Window

Adding Volume Discount: (*******************) 1. Open QuickBooks and go to File -> HandiFox -> Price Rules-> Volume Discounts. 2. Choose items via checking the boxes. 3. Click Set Volume Discount button to set the discount for items. 4. Click Add Line button, the columns with quantity and discount will appear. 5. Type discount rate and quantity of items. 6. You can remove line by clicking Delete Line button. 7. Type Save button to save all the changes. 8. If you want to cancel the procedure, type Cancel button. Modifying Volume discount:(*******************) 1. Open QuickBooks and go to File -> HandiFox -> Price Rules-> Volume Discounts. 2. Choose items via checking the boxes. 3. Click Edit button to modify the discount. 4. Change quantity and discount rate on your own. 5. You can also add some new lines and set discounts for any other quantities. Click Add Line button and the line will appear 6. Type Save button to save all the changes. 7. If you want to cancel the procedure, type Cancel button. Deleting Volume discount (*******************) 1. Open QuickBooks and go to File -> HandiFox -> Price Rules-> Volume Discounts. 2. Choose items you want to delete via checking the boxes. 3. Click Edit button to modify the discount. 4. Click the line you want to delete. 5. Choose Delete Line button to remove discount. 6. Type Save button to save all the changes. 7. If you want to cancel the procedure, type Cancel button.

Applying Volume Discounts and Price Rules on Handheld Device (*******************) 1. Sync your device after creating Price Rules and Volume Discount 2. Go to Main menu -> Sales on your device 3. Edit any transaction you need or create new one 4. While editing or creating, choose pencil sign near items and you’ll see Edit Item screen 5. Find Price Adjustments section and choose any Volume Discount or Price Rule by checking it 6. Click Close button