Difference between revisions of "Volume Discount and Price Rules"

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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.
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[[File:Prvd.png|400px|thumb|right|New Price Rule Window]]
== Price rules ==  
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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.
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==[[File:comp.png | 36px]] Price rules ==  
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[[File:Prnew.PNG|400px|thumb|right|New Price Rule Window]]
  
 
===Price Rules Tab===
 
===Price Rules Tab===
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* Edit button: this button can be used to make changes to existing price rules  
 
* Edit button: this button can be used to make changes to existing price rules  
 
* Close button: this button closes the '''Price Rules''' window.
 
* Close button: this button closes the '''Price Rules''' window.
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<br>
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{{Gototop}}
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<br>
 
===New Price Rule Window===
 
===New Price Rule Window===
 
* Name field: allows entering a name for new price rules.
 
* Name field: allows entering a name for new price rules.
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* Price Overrides button: allows to set new price for any item.  
 
* Price Overrides button: allows to set new price for any item.  
 
* Exclusive rule box: allows restricting the combination of the rule with others rules.  
 
* Exclusive rule box: allows restricting the combination of the rule with others rules.  
* Rounding box: allows choosing the type of rounding for the price
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* Rounding box: allows choosing the type of rounding for the price.
 
* Add note to
 
* Add note to
     * Memo field: allows adding comments into the memo field
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     * Memo field: allows adding comments into the memo field.
     * Item description: allows adding comments into the item description
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     * Item description: allows adding comments into the item description.
Adding price rules(*******************)
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<br>
1. Open QuickBooks and go to File -> HandiFox -> Price Rules.
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{{Gototop}}
2. Click Create button to create price rules.
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<br>
3. Add name for the price rule in Name box.
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4. Add description in Description box.
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==[[File:comp.png | 36px]] Creating Price Rules ==
5. Set the interval within you want the rule working. You can do it in Rule is Valid From box.
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# In QuickBooks, go to ''File HandiFox Price Rules''.
6. Create condition if you need using Add Condition box.
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# Click on the '''''Create''''' button to start creating price rules.
7. Set new price rule in New Price Is box
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# Enter a name for the price rule in the '''Name''' field.
8. Set the new price in Price Overrides box
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# Enter a short description in the '''Description''' field.
9. Make the rule exclusive if you need by checking Exclusive Rule box  
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# 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)'''''.
10. Choose rounding if you need by using Rounding box
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# 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.
11. Add note to Memo Field and Item Description (?)
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# Set new price in the '''New Price Is''' field and select the desired parameter in the contiguous drop-down menus.
12. Check Active box to make price rule active
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# Set the new price in the '''Price Overrides''' box. (OPTIONAL)
13. Click Save button to save the rule
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# Make the rule exclusive if you need by checking the '''Exclusive Rule''' box. (OPTIONAL)
Editing price rules(*******************)
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# Choose how you would like to round the price up (or down) by checking the '''Rounding'''  box. (OPTIONAL)
1. Open QuickBooks and go to File -> HandiFox -> Price Rules.
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# Add a note in the '''Memo Field''' and '''Item Description'''. (OPTIONAL)
2. Choose any price rule you want to edit by clicking on it
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# Check the '''Active''' box to make the price rule active.
3. Click Edit button to edit price rule.
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# Click on '''''Save''''' to save the rule.
4. Make changes and click Save button.
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{{ info | If a condition was added by mistake, simply uncheck the box to the left of it to render it inactive.}}
Making price rules inactive(*******************)
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<br>
1. Open QuickBooks and go to File -> HandiFox -> Price Rules.
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{{Gototop}}
2. Choose any price rule in the list you want to make inactive
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<br>
3. Click Edit button
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4. Uncheck Active box to make it inactive
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==[[File:comp.png | 36px]] Editing Price Rules ==
5. Click Save button
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# In QuickBooks, go to ''File HandiFox Price Rules''.
==Volume Discounts==
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# Choose any price rule you want to edit by clicking on it.
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# Click on the '''Edit''' button to edit price rule.
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# Make the desired changes and click on the '''Save''' button.
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<br>
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{{Gototop}}
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<br>
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==[[File:comp.png | 36px]] Making price rules inactive ==
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# In QuickBooks, go to ''File HandiFox Price Rules''.
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# Choose any price rule in the list you want to make inactive.
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# Click on the '''Edit''' button.
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# Uncheck the '''"Active"''' box to make it inactive.
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# Click on the '''Save''' button.
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{{Info | Alternatively, you can make price rules inactive by unchecking the boxes to the left of each price rule in the '''Price Rules''' Window.}}
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<br>
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{{Gototop}}
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<br>
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==[[File:comp.png | 36px]] Volume Discounts==
  
 
===Volume Discounts Tab===
 
===Volume Discounts Tab===
* Set volume discount button: This button allows to create volume discount
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* '''Set volume discount''' button: This button allows to create volume discount.
* Add line button: allows to add line to set volume discount for item
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* '''Edit''' button: this button can be used to make changes to existing volume discounts.
* Delete line button: allows to delete created line
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* '''Close''' button: this button closes the '''Price Rules/Volume Discounts''' window.
* Save button: allows to save all the changes in volume discount setting
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[[File:Voldiscwin.PNG|400px|thumb|left|Volume Discounts Window]]<br>
* Cancel button: allows to close Set Volume Discount screen
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<br>
* Edit button: this button can be used to make changes in created volume discount
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<br>
* Add line button: allows adding line to set volume discount for item
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<br>
* Delete line button: allows deleting created line
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<br>
* Save button: allows saving all the changes in volume discount setting
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<br>
* Cancel button: allows closing '''Set Volume Discount''' screen
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<br>
* Close button: this button closes the Price Rules Window
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<br>
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<br>
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<br>
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<br>
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<br>
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{{Gototop}}
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<br>
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<br>
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<br>
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==[[File:comp.png | 36px]] Creating Volume Discounts ==
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'''<big>Set Volume Discount Window</big>'''
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[[File:Setvoldiscwind.PNG|300px|thumb|right|Set Volume Discount Window]]
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* '''Add line''' button: allows adding lines to set volume discount for items.
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* '''Delete line''' button: allows to delete created line.
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* '''Save''' button: allows to save all the changes in volume discount setting.
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* '''Cancel''' button: allows to close Set Volume Discount screen.
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<br>
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<br>
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<br>
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<br>
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In QuickBooks, go to ''File → HandiFox → Price Rules → Volume Discounts''.
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# Choose items by checking the boxes.
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# Click on ''Set Volume Discount'' to set the discount for the selected items.
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# Click on ''Add Line'', the columns with quantity and discount will appear.
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# Enter the desired discount rate and quantity for items displayed.
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# Click on ''Save'' to save all the changes. If you want to cancel the procedure, click on ''Cancel''.
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{{Infoshort | You can remove any line by clicking on ''Delete Line''.}}
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<br>
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<br>
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{{Gototop}}
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<br>
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<br>
  
Adding Volume Discount: (*******************)
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==[[File:comp.png | 36px]] Modifying Volume Discounts ==
1. Open QuickBooks and go to File -> HandiFox -> Price Rules-> Volume Discounts.
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'''<big>Edit Volume Discount Window</big>'''
2. Choose items via checking the boxes.
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* '''Add Line''' button: allows adding line to set volume discount for item.
3. Click Set Volume Discount button to set the discount for items.
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* '''Delete Line''' button: allows deleting created line.
4. Click Add Line button, the columns with quantity and discount will appear.
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* '''Save''' button: allows saving all the changes created.
5. Type discount rate and quantity of items.
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* '''Cancel''' button: allows closing the '''Set Volume Discount''' window or canceling the operation.
6. You can remove line by clicking Delete Line button.
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* '''Close''' button: this button closes the '''Price Rules''' Window.
7. Type Save button to save all the changes.
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[[File:Editvoldisc.PNG|500px|thumb|left|Edit Volume Discount Window]]
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.
 
  
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In QuickBooks, go to ''File → HandiFox → Price Rules → Volume Discounts''.
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# Choose items by checking the boxes.
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# Click on ''Edit'' to modify the discount.
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# Change quantity and discount rate.
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# 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.
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# Click on the '''Save''' button to save all the changes.
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# If you want to cancel the operation, click on the '''Cancel''' button.
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<br>
 +
<br>
 +
<br>
 +
{{Gototop}}
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<br>
  
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==[[File:comp.png | 36px]] Deleting Volume Discounts ==
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In QuickBooks, go to ''File → HandiFox → Price Rules → Volume Discounts''.
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# Choose items you want to delete via checking the boxes.
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# Click on ''Edit'' to modify the discount.
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# Click on the line you want to delete.
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# Click on ''Delete Line'' to remove discount.
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# Click on ''Save'' to save all the changes. If you want to cancel the operation, Click on the '''Cancel''' button.
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<br>
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{{Gototop}}
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<br>
  
Applying Volume Discounts and Price Rules on Handheld Device (*******************)
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==[[File:tabletandroid.png | 36px]] Applying Volume Discounts and Price Rules on Handheld Device ==
1. Sync your device after creating Price Rules and Volume Discount
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[[File:Bf1d7f777c3cc781141655d24b36de42.png|200px|thumb|left|Edit Item Screen with Price Adjustment section, displaying price rules and warning]]
2. Go to Main menu -> Sales on your device  
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# Go to ''Main menu Sales'' on your device.
3. Edit any transaction you need or create new one
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# Edit any Sales Order or Invoice you need, or create a new one.
4. While editing or creating, choose pencil sign near items and you’ll see Edit Item screen
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# While editing or creating a Sales Transaction, tap on [[File:Pencil.PNG]] to the right of the item line to open the '''Edit Item''' screen.
5. Find Price Adjustments section and choose any Volume Discount or Price Rule by checking it
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# Find the '''Price Adjustments''' section and choose any ''Volume Discount or Price Rule'' by checking it.
6. Click Close button
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# Tap the '''Close''' button to go back to the previous screen.
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<br>
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{{Gototop}}
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<br>

Latest revision as of 23:06, 8 July 2021

New Price Rule Window

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.

Comp.png Price rules

New Price Rule Window

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.


[Back to top]


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.


[Back to top]


Comp.png Creating Price Rules

  1. In QuickBooks, go to File → HandiFox → Price Rules.
  2. Click on the Create button to start creating price rules.
  3. Enter a name for the price rule in the Name field.
  4. Enter a short description in the Description field.
  5. 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).
  6. 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.
  7. Set new price in the New Price Is field and select the desired parameter in the contiguous drop-down menus.
  8. Set the new price in the Price Overrides box. (OPTIONAL)
  9. Make the rule exclusive if you need by checking the Exclusive Rule box. (OPTIONAL)
  10. Choose how you would like to round the price up (or down) by checking the Rounding box. (OPTIONAL)
  11. Add a note in the Memo Field and Item Description. (OPTIONAL)
  12. Check the Active box to make the price rule active.
  13. Click on Save to save the rule.
Info-sign.png If a condition was added by mistake, simply uncheck the box to the left of it to render it inactive.


[Back to top]


Comp.png Editing Price Rules

  1. In QuickBooks, go to File → HandiFox → Price Rules.
  2. Choose any price rule you want to edit by clicking on it.
  3. Click on the Edit button to edit price rule.
  4. Make the desired changes and click on the Save button.


[Back to top]


Comp.png Making price rules inactive

  1. In QuickBooks, go to File → HandiFox → Price Rules.
  2. Choose any price rule in the list you want to make inactive.
  3. Click on the Edit button.
  4. Uncheck the "Active" box to make it inactive.
  5. Click on the Save button.
Info-sign.png Alternatively, you can make price rules inactive by unchecking the boxes to the left of each price rule in the Price Rules Window.


[Back to top]


Comp.png 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.
Volume Discounts Window













[Back to top]




Comp.png Creating Volume Discounts

Set Volume Discount 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.





In QuickBooks, go to File → HandiFox → Price Rules → Volume Discounts.

  1. Choose items by checking the boxes.
  2. Click on Set Volume Discount to set the discount for the selected items.
  3. Click on Add Line, the columns with quantity and discount will appear.
  4. Enter the desired discount rate and quantity for items displayed.
  5. Click on Save to save all the changes. If you want to cancel the procedure, click on Cancel.
Info-sign.png You can remove any line by clicking on Delete Line.



[Back to top]



Comp.png Modifying Volume Discounts

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.
Edit Volume Discount Window

In QuickBooks, go to File → HandiFox → Price Rules → Volume Discounts.

  1. Choose items by checking the boxes.
  2. Click on Edit to modify the discount.
  3. Change quantity and discount rate.
  4. 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.
  5. Click on the Save button to save all the changes.
  6. If you want to cancel the operation, click on the Cancel button.




[Back to top]


Comp.png Deleting Volume Discounts

In QuickBooks, go to File → HandiFox → Price Rules → Volume Discounts.

  1. Choose items you want to delete via checking the boxes.
  2. Click on Edit to modify the discount.
  3. Click on the line you want to delete.
  4. Click on Delete Line to remove discount.
  5. Click on Save to save all the changes. If you want to cancel the operation, Click on the Cancel button.


[Back to top]


Tabletandroid.png Applying Volume Discounts and Price Rules on Handheld Device

Edit Item Screen with Price Adjustment section, displaying price rules and warning
  1. Go to Main menu → Sales on your device.
  2. Edit any Sales Order or Invoice you need, or create a new one.
  3. While editing or creating a Sales Transaction, tap on Pencil.PNG to the right of the item line to open the Edit Item screen.
  4. Find the Price Adjustments section and choose any Volume Discount or Price Rule by checking it.
  5. Tap the Close button to go back to the previous screen.


[Back to top]