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.
 
 
[[File:Prvd.png|400px|thumb|right|New Price Rule Window]]
 
[[File:Prvd.png|400px|thumb|right|New Price Rule Window]]
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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 based on a specific amount amount of items.
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== Price rules ==  
 
== Price rules ==  
 
[[File:Prnew.PNG|400px|thumb|right|New Price Rule Window]]
 
[[File:Prnew.PNG|400px|thumb|right|New Price Rule Window]]
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* Close button: this button closes the Price Rules Window
 
* Close button: this button closes the Price Rules Window
  
Adding Volume Discount: (*******************)
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=== Adding Volume Discount********* ===
1. Open QuickBooks and go to File -> HandiFox -> Price Rules-> Volume Discounts.  
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1. In QuickBooks, go to ''File HandiFox Price Rules Volume Discounts''.  
2. Choose items via checking the boxes.
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2. Choose items by checking the boxes.
 
3. Click Set Volume Discount button to set the discount for items.
 
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.
 
4. Click Add Line button, the columns with quantity and discount will appear.
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7. Type Save button to save all the changes.
 
7. Type Save button to save all the changes.
 
8. If you want to cancel the procedure, type Cancel button.
 
8. If you want to cancel the procedure, type Cancel button.
Modifying Volume discount:(*******************)
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=== Modifying Volume Discount *********===
1. Open QuickBooks and go to File -> HandiFox -> Price Rules-> Volume Discounts.  
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1. In QuickBooks, go to ''File HandiFox Price Rules Volume Discounts''.  
 
2. Choose items via checking the boxes.
 
2. Choose items via checking the boxes.
 
3. Click Edit button to modify the discount.
 
3. Click Edit button to modify the discount.
 
4. Change quantity and discount rate on your own.  
 
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
 
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.
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Type Save button to save all the changes.
7. If you want to cancel the procedure, type Cancel button.
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If you want to cancel the procedure, type Cancel button.
Deleting Volume discount (*******************)
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=== Deleting Volume Discount ===
1. Open QuickBooks and go to File -> HandiFox -> Price Rules-> Volume Discounts.  
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In QuickBooks, go to ''File HandiFox Price Rules Volume Discounts''.  
2. Choose items you want to delete via checking the boxes.
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# Choose items you want to delete via checking the boxes.
3. Click Edit button to modify the discount.
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# Click on ''Edit'' to modify the discount.
4. Click the line you want to delete.
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# Click on the line you want to delete.
5. Choose Delete Line button to remove discount.
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# Click on ''Delete Line'' to remove discount.
6. Type Save button to save all the changes.
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# Click on ''Save'' to save all the changes. If you want to cancel the operation, Click on the '''Cancel''' button.
7. If you want to cancel the procedure, type Cancel button.
 
 
 
 
 
  
Applying Volume Discounts and Price Rules on Handheld Device (*******************)
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== 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.

Revision as of 18:57, 25 May 2020

New Price Rule Window

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

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.

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

  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.

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 Edit button to edit price rule. 4. Make changes and click Save button. 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 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. In QuickBooks, go to File → HandiFox → Price Rules → Volume Discounts. 2. Choose items by 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. In QuickBooks, 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 Type Save button to save all the changes. If you want to cancel the procedure, type Cancel button.

Deleting Volume Discount

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.

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.