Discount Matrix

This screen allows you to define a Discount to be applied to an Order Line’s Sell Price.   Ostendo will first determine the Sell Price for the line (using Price Levels and Quantity Discounts) and then apply this discount.  The Discount has an effective Start and Stop Date and can apply at the following levels

And refers to the following levels

In determining the discount the order of priority is as follows

Customer        Item, Descriptor, Labour Code

Customer        Category of the Item, Descriptor, Labour, or Supplier Catalogue Line

Price Level        Item, Descriptor, Labour Code

Price Level        Category of the Item, Descriptor, Labour, or Supplier Catalogue Line

All                No selection required as all lines have this discount

Entry and Display fields

Discount Level: From the drop-down list select the Discount Level.  The options are:

Discount Level Name: From the drop-down list select the specific Customer or Price Level.

Product Level: From the drop-down list select the Product Level.  This field will not be accessible if ‘All’ was selected in field ‘Discount Level’.  The options are:

Product Level Code: From the drop-down list select the specific Item, Descriptor, Labour Code, or Category.  This field will not be accessible if ‘All’ was selected in field ‘Product Level’. 

Product Level Description: Display only field showing the description of the product selected in field 'Product Level Code'

Sub Category: You have the option to select a Sub Category from the dropdown list that will apply to this matrix rule

Product Level Unit: From the drop-down list select the specific Unit of Measure.  All Products with this Unit (within other selection criteria) will be addressed. 

Qty: Enter the Quantity when the Discount will become effective.  This discount will apply where the Order quantity is equal to, or greater than, this entered quantity.   If nothing is entered then all quantities are assumed

Disc1: Enter the percentage discount that will apply to the above combination.

Disc2 %: Enter the percentage discount that will applied to the nett value after applying Disc1%.  See below for example of cumulative discounting

Disc3 %: Enter the percentage discount that will applied to the nett value after applying Disc2%.  See below for example of cumulative discounting.

Example of Cumulative Discounting assuming an Item's Std Sell Price is $100

If you are using Price Level 1 you get 10% discount - this is entered in Disc1 %

If you sell Items in Category 'Electrical' you get a further 10% - this is entered in Disc2 %

If you sell by Container Unit of measure you get a further 10% - this is entered in Disc3 %

Therefore if the three conditions are satisfied then the total discount will be

((($100 * .9) * .9) * .9) = $27.10 and this result is displayed in field 'Total Discount Percentage'

Total Discount Percentage: Display only field showing the evaluated discount from the values entered into Disc1 %, Disc2 %, Disc3 % fields

Start Date: Enter the date when the Discount will become effective.  If nothing is entered then any date equal to or earlier than the finish date will be assumed

Finish Date: Enter the date when the Discount will become effective.  If nothing is entered then any date equal to, or later than, the start date will be assumed

Matrix Description: Enter a brief description of this Matrix.  No checks are carried out

Buttons

Close: This will close the Discount Matrix screen.  If you have any unsaved data then you will be asked if you wish to save it before the screen is closed.

Add: This will send the cursor to a new line for entry of a new Discount Matrix record.

Save: This will save the current data without exiting the screen

Cancel: Any changes made since the screen was opened or the last time the ‘Save’ Button was pressed will be lost.

Delete: This removes the current Discount Matrix line from this table

Related: This will bring up a list of functions that are related to Discount Matrix.  You may open and maintain information in those screens whilst still remaining in the Discount Matrix screen.