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Jiwa Special Pricing - Groups Matrix

In this article we will be looking at how to create and maintain Group pricing 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 articles on special pricing in particular Jiwa Special Pricing - Price Schemes.

 

Overview

The Group Matrix is used when creating pricing elements around Debtor and/or Inventory price groups.  Prices apply to all inventory items contained within the selected Inventory price group, this is in contrast to the Debtor Specific, Debtor Classification and Debtor Price Group matrices which are inventory item specific.

 

 

 

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 created and maintained from.

The Groups price matrix can only be maintained from this form.

To access the form from the Inventory module select Configuration | Sell Prices

 

Move to the Groups tab

 

Group pricing elements are created, updated and deleted from the grid.

When setting up your Groups Matrix the following should be taken into consideration.

  1. You cannot leave both the Debtor and Inventory Group fields blank, at least one of these fields must be populated
  2. The Group pricing matrix works best with the mode being set to Percentage or the range of products have the same selling price.  Pricing elements contained in this matrix are not inventory item specific.

 

Field Description
Debtor Group

Select the Debtor price group that the pricing element is applicable to.

If the field is left blank then it is implied that the price element is applicable to all Debtors.

Inventory Group

Select the Inventory price group that the pricing element is applicable to.

If the field is left blank then it is implied that the price element is applicable to all inventory items.

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 are required create a new line for each quantity break applicable
Source

Which price is to be used when calculating the new sell 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)

Mode

The mode determines how the new sell price is calculated, the available options are;

  1. Percentage - percentage discount or increase applied to the source price selected
  2. Actual - a fixed dollar value that is added to or deducted from the source price selected
  3. None - a fixed amount, this option is used for substitute pricing

Recommended mode is percentage.

Amount

The value entered into this field is used to calculate the sell price that will be applied on the sales order, quote or credit note.

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 new 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

Start Date

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.

End Date

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 a few different ways in which Group price elements can be set up.

 

In this example the second pricing element for products belonging to the ACME inventory price group is applicable to all Debtors that purchase inventory items in this price group because the Debtor Group field has been left blank.

Whereas the last pricing element is applicable to all inventory items that are purchased by Debtors in the price group Silver as the inventory group field has been left blank.

 

To save any changes made in this form 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, Pricing Groups

 

This report is also available from Inventory | Reports |  Sell Prices - Inventory Specific, Pricing Groups

 

This video is best seen on the full screen. Just click on the icon at the bottom right of the video (see image below).

To exit full screen just press escape 

 

VideoFullScreen.jpg

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