In this article we will be looking at how to create and maintain Debtor Classification price elements in Jiwa.
This article has been prepared using Jiwa v7.0.115, if you are running an earlier version of Jiwa 7 some functionality may not be available.
Before proceeding please ensure that you have reviewed our article Jiwa Special Pricing - Price Schemes.
The Debtor Classification matrix is one of three (3) matrices that are inventory item specific.
Debtor Classification price elements are used when setting up discounts, substitute or promotional pricing for groups of Debtors (Customers) based on their classification.
If you need to set up special pricing based on other group methods you may also consider the following options;
- Inventory Debtor Price Groups, or
- Selling Prices
In this article we will be looking at two (2) different methods of setting up and maintaining Debtor Classification prices;
- Inventory Maintenance form, and
- Sell Prices form
Debtor Classification prices can also be updated in bulk using the Debtor Class Batch and Debtor Class Entry form, these options are covered in separate articles.
NOTE: In Jiwa v7.0.115 the Quantity Price Breaks form was retired, each pricing matrix now has full quantity break and start/end date support. When upgrading from an earlier version of Jiwa all quantity price breaks are moved to the Inventory Debtor Classification matrix.
Your price scheme/(s) may need to be updated to include the Debtor Classification price matrix.
Inventory Maintenance Form
From the Inventory menu select Inventory Maintenance
Load the inventory item that the discount is applicable for into the form.
Move to the Prices | Debtor Classification tab
Select the Debtor Classification that the discount is applicable to by clicking on the lookup icon next to the Classification field to bring up the Classification search window.
Enter in the pricing details.
Applicable Debtor classification
Note: When this field is left blank then it is implied that the price element is applicable to all Debtors.
|Use Qty Break||Tick this option if the discounted price is based on a quantity break|
|Quantity Break||This field is enabled when the Use Qty Break field is ticked. Enter in the quantity break that is applicable. If tiered quantity breaks have been agreed to create a new line for each quantity break applicable|
Which price is to be used when calculating the new Debtor Classification price.
This field is only applicable when applying a percentage or actual amount discount. The options available include Sell Price, Last Cost, RRP and Sell Prices 1 - 10 (P1-P10)
The mode determines how the new sell price is calculated, the available options are;
The value entered into this field is used to calculate the NewPrice.
When entering in a percentage or actual discount amount the value entered into this field must be entered in as a negative value. For example 10% discount or $25 discount is entered as -10.0, -25.0 respectively.
When basing your Debtor Specific Price on the Last Cost + margin then the value entered into this field must be entered in as a positive value. For example 25% or $50 dollar increase is entered as 25.0, 50.0 respectively.
When using the mode None the value entered into this field is the new price
This field displays the calculated new price that will be applicable to this item. The field is a read only field and is calculated based on the options selected in the preceding fields .
This is the date that the specific price is to apply from. The field automatically defaults to the current login date however can be overridden if required.
This is the date that the specific price is to end. The field automatically defaults to the 20 years from the login date however can be overridden if required.
The following example demonstrates the different ways in which Debtor Classification prices can be set up.
When a Classification is not linked to a price element as in the two (2) examples above then it is implied that the price element is applicable to all Debtors.
Sell Prices Form
The Sell Prices form was introduced in Jiwa version 7.0.115, this form provides a central location were all pricing elements can be viewed and updated from. New pricing elements can also be created in this form.
To access the form from the Inventory module select Configuration | Sell Prices
Move to the Inventory | Debtor Classification tab
Debtor Classification prices can be created, updated or deleted from this form.
To add a new price element in this matrix move to the last blank line and start entering the details.
To delete a price simply click on the rubbish bin icon next to the price
To update a price simply change the required fields. Fields that are not greyed out are editable.
To save any changes made in this form and update the inventory items click on Save from the menu ribbon.
The contents of the grid can be copied to Excel by selecting the Select All option
Pressing Ctrl + C on your keyboard then pasting into Excel.
Alternatively a report is available from the menu ribbon select Print | Inventory Specific, Debtor Classification
This report is also available from Inventory | Reports | Sell Prices - Inventory Specific, Debtor Classification
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