Add and price the items in a customer contract

Pricing options for a customer contract

To define the pricing for the item on the contract choose one of the pricing options in the table below and apply, if applicable, any discounts listed under Discounting options for a customer contract.

Note: To generate retail prices see Generate a suggested retail price from the sales price of a customer contract.

Pricing options for a customer contract. (Only one of the first four can be applied per item)
Pricing options	Mandatory fields	Optional fields
1. Fixed price You manually set the price.	Item Currency Unit Base Price Quantity contracted Only mandatory if Base = Quantity or Both time and Quantity. VAT based Indicate if the item is VAT based. VAT included Indicate if VAT is included in the sales price.	Warehouse If left empty the details will apply to all warehouses. Include VAT % code If the price is to include VAT, enter the included VAT handling code.
2. Variable price Let the system calculate the price based on a cost or purchase price.	Item Base Basis Select a basis code that identifies the type of base cost that you wish to use in your sales price calculation. Marg/mark Define how you want the sales price of the item to be calculated by the system relative to the base cost. Enter 1 if you want your sales price to be a Margin. Enter 2 to denote that it will be a Mark-up. Fact/per Define how the margin or mark-up is to be applied. Enter 1 if you want the margin or mark-up to be calculated as a factor. Enter 2 to denote that it will be a percentage. Value Enter the value of the factor or percentage. You can leave this field empty if you want to sell an item at cost. VAT based Indicate if the item is VAT based. VAT included Indicate if VAT is included in the sales price.	Currency If left empty the details will be valid for all currencies. If any amount dependent limits are defined, the entered amounts will be considered in the order’s transaction currency during the qualification process for this contract. Note: An exception to the rule occurs when order summary discounts are being set up. In this case, the amounts will be considered in system currency and the applicable lines’ amount converted to it before the qualification process takes place. Unit If left empty the details will apply to all units. If any quantity dependent limits are defined, the entered quantities will be considered in the order’s sales unit during the qualification process for this contract. Note: An exception to the rule occurs when order summary discounts are being set up. In this case, the quantities will be considered in stock unit and the applicable lines’ quantity converted to its corresponding stock unit before trying to qualify for them. Include VAT % code If the price is to include VAT, enter the included VAT handling code.
3. Sales price list Retrieve the price from a Sales price list to achieve one of the following: – Use the price (fixed or variable) and any discounts from the Sales price list – Use the basis for calculating the cost and any discounts from the Sales price list, but decide the margin or mark-up in the contract.	Item/Currency and Unit on the contract must be the same as that in the chosen Sales price list. Base Price list Note: The VAT is picked from the price list.
4. FOC Free of charge	Item Base FOC VAT based Indicate if the item is VAT based. VAT included Indicate if VAT is included in the sales price. Include VAT % code If the price is to include VAT, enter the included VAT Handling code.
5. Unique Limit dependent pricing (Quantity or Matrix quantity ordered) for items in the contract Note: You can define your sales prices by setting up unique quantity limits and attaching Fixed prices to each limit.	Item Currency Unit Base Quantity contracted Only mandatory if Base = Quantity or Both time and Quantity). Limit type Code for Quantity or Matrix. VAT based Indicate if the item is VAT based. VAT included Indicate if VAT is included in the sales price. Click the Limit dependent pricing function key. Click the Add option and complete the following fields. If Quantity dependent pricing complete: Quantity limit Enter the quantity that the customer has to purchase in order to receive the fixed sales price. Sales Price The fixed sales price for this limit. If Matrix dependent pricing complete: Matrix limit Typically connected to a matrix base item (but can also be connected to any specific matrix item). Enter the quantity that the customer has to purchase in order to receive the fixed sales price. The pricing retrieval will work as follows: the accumulated quantity for all sales order lines with matrix items that have the same “Segment 1 value” will be compared to the matrix limit. Sales price The fixed sales price for this limit.	Warehouse If left empty the details will apply to all warehouses. Include VAT % code If the price is to include VAT, enter the included VAT handling code.

Discounting options for a customer contract

Discounting options for a customer contract (Only one of the following can be applied on Fixed Price or Variable Price or Price list)
1. Unique Limit dependent pricing (based on Amount value or Quantity ordered or Matrix quantity ordered) for items in the contract	Can be applied on Fixed Price or Variable price or Price list (see above) Complete fields: Discount ID Denotes the reason for giving the discount. Limit type Code for Amount, Quantity or Matrix. Click Limit dependent pricing then Add to define the limit and discount. If Amount dependent discounts complete: Amount limit Enter the amount value that the customer has to purchase in order to receive the discount percentage or amount. And one of the following fields: Discount % Discount amount FOC items If Quantity dependent discounts complete: Quantity limit Enter the quantity that the customer has to purchase in order to receive the discount percentage or amount. And one of the following: Discount % Discount amount FOC items The system updates the following field: Discounted price If a fixed price was defined on the contract the system updates this field with the discounted price. If no fixed price was defined, the base price will be retrieved during the pricing calculation at sales order entry and updated in this field at that time. Base price taken from the customer’s default Sales price list or the standard sales price list attached in the DIS control file. If Matrix dependent discounts complete: Matrix limit Typically connected to a matrix base item (but can also be connected to any specific matrix item). Enter the quantity that the customer has to purchase in order to receive the discount percentage or amount. The pricing retrieval will work as follows: the accumulated quantity for all sales order lines with matrix items that have the same “Segment 1 value” will be compared to the matrix limit. And one of the following: Discount % Discount amount Can only be entered when Currency and Unit are defined. FOC items The system updates the following field: Discounted price If a fixed price was defined on the sales pricing method the system updates this field with the discounted price. If no fixed price was defined – the base price will be retrieved during the pricing calculation at sales order entry and updated in this field at that time. Base price is taken from the Customer’s default price list or Standard price list in DIS control file.
2. Connect predefined Limit dependent pricing (amount, quantity or matrix quantity limits and discounts held in a code).	Can be applied on Fixed Price or Variable price or Price list if no limit dependent pricing is defined on the price list Unit Mandatory field if you are connecting a quantity or matrix based limit code. It must be the same as that defined in the limit code. Currency Mandatory field if you are connecting an amount based limit code. It must be the same as that defined in the limit code. Limit code Enter/select the code that holds the amount, quantity or matrix quantity dependent discounts.
3. Discounts with no limit restrictions	Can be applied on Fixed Price or Variable price or Price list (see above) Click F10 and then Add to define the discounts. Complete: Discount ID Denotes the reason for giving the contract discount. And one of the following: Discount percentage Discount amount Note: The Claimable field is automatically set to True or False and denotes if the connected Discount ID has been set up as claimable. The Supplier Marketing Support functionality allows you to set up and process rebate/discount claims from your supplier/manufacturer. For more information see About DC1 Supplier Marketing Support (SMS).

Discounting options for a customer contract
(Only one of the following can be applied on Fixed Price or Variable Price or Price list)

1. Unique Limit dependent pricing (based on Amount value or Quantity ordered or Matrix quantity ordered) for items in the contract

Can be applied on Fixed Price or Variable price or Price list (see above)

Complete fields:

Discount ID: Denotes the reason for giving the discount.
Limit type: Code for Amount, Quantity or Matrix.

Click Limit dependent pricing then Add to define the limit and discount.

If Amount dependent discounts complete:

Amount limit: Enter the amount value that the customer has to purchase in order to receive the discount percentage or amount.

And one of the following fields:

Discount %
Discount amount
FOC items

If Quantity dependent discounts complete:

Quantity limit: Enter the quantity that the customer has to purchase in order to receive the discount percentage or amount.

And one of the following:

Discount %
Discount amount
FOC items

The system updates the following field:

Discounted price: If a fixed price was defined on the contract the system updates this field with the discounted price. If no fixed price was defined, the base price will be retrieved during the pricing calculation at sales order entry and updated in this field at that time. Base price taken from the customer’s default Sales price list or the standard sales price list attached in the DIS control file.

If Matrix dependent discounts complete:

Matrix limit: Typically connected to a matrix base item (but can also be connected to any specific matrix item). Enter the quantity that the customer has to purchase in order to receive the discount percentage or amount. The pricing retrieval will work as follows: the accumulated quantity for all sales order lines with matrix items that have the same “Segment 1 value” will be compared to the matrix limit.

And one of the following:

Discount %
Discount amount: Can only be entered when Currency and Unit are defined.
FOC items

The system updates the following field:

Discounted price: If a fixed price was defined on the sales pricing method the system updates this field with the discounted price. If no fixed price was defined – the base price will be retrieved during the pricing calculation at sales order entry and updated in this field at that time. Base price is taken from the Customer’s default price list or Standard price list in DIS control file.

2. Connect predefined Limit dependent pricing (amount, quantity or matrix quantity limits and discounts held in a code).

Can be applied on Fixed Price or Variable price or Price list if no limit dependent pricing is defined on the price list

Unit: Mandatory field if you are connecting a quantity or matrix based limit code. It must be the same as that defined in the limit code.
Currency: Mandatory field if you are connecting an amount based limit code. It must be the same as that defined in the limit code.
Limit code: Enter/select the code that holds the amount, quantity or matrix quantity dependent discounts.

3. Discounts with no limit restrictions

Can be applied on Fixed Price or Variable price or Price list (see above)

Click F10 and then Add to define the discounts.

Complete:

Discount ID: Denotes the reason for giving the contract discount.

And one of the following:

Discount percentage
Discount amount

Note: The Claimable field is automatically set to True or False and denotes if the connected Discount ID has been set up as claimable. The Supplier Marketing Support functionality allows you to set up and process rebate/discount claims from your supplier/manufacturer. For more information see About DC1 Supplier Marketing Support (SMS).

Pricing options for a customer contract

Discounting options for a customer contract

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