Sales and purchase Promotions for Wholesales (SPP)

Quick Guide

Enter the Promotions setup, the discounts' setup and the sales prices' setup
Create a sales order
Let the system apply the conditions and rules set before

Introduction

The Eos Solutions Sales and purchase Promotions for WholeSales app allows the large-scale distribution to manage and apply discounts depending on customer hierarchy levels/groups and to setup promotion plans.

In detail you can:

manage promotion effectively in environment with a large number of customer and items
apply promotions directly in sales documents
support wholesales and distribution best practices

Subscription
Some features of the Sales and purchase Promotions for WholeSales App require a subscription. The subscription can be activated from Subscription control panel or directly from the notification messages that the system proposes, by clicking on the link that allows you to start the subscription wizard. See Eos Solutions website for more information.

Subscription

Some features of the Sales and purchase Promotions for WholeSales App require a subscription. The subscription can be activated from Subscription control panel or directly from the notification messages that the system proposes, by clicking on the link that allows you to start the subscription wizard.

See Eos Solutions website for more information.

Sales and purchase Promotions for WholeSales - SUMMARY

Press ALT + Q and digit "SPP" for a list of the features involved:

Promotion Information (SPP)

SPP app allows you to set up rules and conditions (free gifts or discounts) to apply on sales lines based on filters that users can define in the setup.

On the page Promotion Information (SPP) you can enter new promotion plans by pressing "New":

Field	Description
Code	enter a code for the promotion rule
Description	enter a free description
Rule Type	define when the plan is to apply. The options are: Alternative: compared to another promotion Mandatory: always applied
Alternativity Group Code	insert alternativity group code if Alternative is set in the previous field
Exclusive	specify the relationship among promotions defined - All: deletes all inserted discounts and set itself only. - All Not Exclusive: deletes all inserted discounts that have a value other than blank in the "Exclusive" field. - Equal Priority: replaces the discount value for all discounts that are linked to a promotion information with the same priority. - Higher or Equal Priority: it substitutes discount value for all discounts linked to a promotion information with the same priority and deletes discounts with higher priority value. - Lower or Equal Priority: it substitutes discount value for all discounts linked to a promotions information with the same priority and deletes discounts with lower priority value.
Priority	indicates the priority level used to sort and apply discounts. Lower values have priority over higher values.

Setup

Sales Prices (SPP)

On Sales Prices (SPP) page you can set new sales price groups by pressing "New":

Field	Description
General
Code / Description	enter a code (it is possible to use an automatic serial number) and a description
Currency Code	choose a currency from the list
Starting / Ending Date	prezzi enter a starting / ending date validity for prices
Status	status set by the user from Status->Release/Reopen/Close: Possible status: New Under Development Certified Closed
Customers
Type	identifies the customer grouping type. It is a filter for "Level" and "Code". If you choose Customer, then you can specify the name of the customer in the field Code If you choose Customer Price Group, you can select the specific group from the list in the field Code If you choose Hierarchy Level, then you can specify the Level and the particular Hyerarchy Code If you choose Customer Cluster, you can select the specific cluster from the list in the field Code
Level	You can edit this field only if in ‘Type’ field ‘Hierarchy Level’ is set. Here you specify the customer hierarchy level on which prices will be applied.
Level Caption	automatically entered according to ‘Level’ field
Code	Possible selection of prefiltered values according to ‘Type’ field
Description	entered by the system according to ‘Code’ field
Items
Type	identifies the type of item. This field is a filter for the field ‘Code’ . Options are: - Item - EAN
Code	you can select prefiltered values according to ‘Type’ field
Description	entered by the system according to the field "Code"
Unite of Measure Code	enter the unit of measure accordind to the "Code" field
Unit Price	Unit price defined for the item inserted
Starting / Ending Date	starting or Ending date of the price set. The date is inherited from the sales header
Allow Invoice Disc.	specifies if a line discount is allowed for this sales price list line

Sales Discounts (SPP)

On the Sales Discount (SPP) list page you can enter discounts groups and discount conditions.

Pressing "New" it is possible to create a new card. The page allows to insert a sales discount header, customers target list (Customer, Cluster, Hierarchy, Customer Price Group) and items.

Field	Description
General
Code / Description	enter a code (it is possible to use an automatic serial number) and a description
Type	"Discount" fixed value
Promotion Information	it is possible to select one of the ‘Promotion Information’ profile entered before
Starting / Ending Date	discount validity starting / ending date
Status	price group status set by the user from Status->Release/Reopen/Close: Possible status: New Under Development Certified Closed
Currency Code	choose a currency from the list
Sell-out starting / ending date	starting and ending date for the sell-out
Customers
Type	it identifies the type of customer grouping, this field is a filter for the field ‘Level’ and ‘Code’ if you choose Customer, then you can specify the name of the customer in the field Code if you choose Customer Disc. Group, you can select the specific discount group from the list in the field Code if you choose Hierarchy Level, then you can specify the Level and the particular Hyerarchy Code if you choose Customer Cluster, you can select the specific cluster from the list in the field Code
Level	you can edit this field only if in ‘Type’ field ‘Hierarchy Level’ is set. Here you specify the customer hierarchy level on whichdiscounts will be applied.
Level Caption	automatically entered according to ‘Level’ field
Code	possible selection of prefiltered values according to ‘Type’ field
Description	entered by the system according to ‘Code’ field
Items
Type	identifies the type of item. This field is a filter for the field ‘Code’. Options are: - Item - EAN - Hierarchy Level - Item Discount Group - Item Promotion Group - Item Category Code - Item Cluster - All Items
Level	You can edit this field only if in ‘Type’ field ‘Hierarchy Level’ is set. Here you specify the customer hierarchy level on which discount will be applied.
Level Caption	automatically entered according to ‘Level’ field
Code	Possible selection of prefiltered values according to ‘Type’ field
Item No.	entered by the system
Description	entered by the system
Discount Type	type of discount to apply
Threshold Type	type of threshold to be taken as a reference to apply the discount
Minimum / Maximum Quantity	referred to 'Threshold Type': it defines the minimum / maximum quantity for applying the discount
Threshold Unit of Measure	select a unit of measure
Value	discount value to apply related to the "Discount Type" field
Rule Type	define when to apply the discount. The options are: Alternative: compared to another discount Mandatory: always applied
Alternativity Group Code	insert alternativity group code if "Alternative" is set in the previous field
Exclusive	specify the relationship among discounts defined - All: deletes all inserted discounts and set itself only. - All Not Exclusive: deletes all inserted discounts that have a value other than blank in the "Exclusive" field. - Equal Priority: replaces the discount value for all discounts that are linked to a promotion information with the same priority. - Higher or Equal Priority: it substitutes discount value for all discounts linked to a promotion information with the same priority and deletes discounts with higher priority value. - Lower or Equal Priority: it substitutes discount value for all discounts linked to a promotions information with the same priority and deletes discounts with lower priority value.
Starting / Ending Date	starting or Ending date of the discount set, which is inherited from the sales discount header
Promotion Information	it is possible to select one of the profiles created in the ‘Promotion Information’ page. It is inherited from Sales Discount header

Discount Calculation Example

Sales prices and discounts in sales lines will be implemented according to rules set before:

Sales price management
Sales discount management
Promotion management

We create a sales order for the customer Progressive Home Furnishing. For the items on the lines the system proposes the discounts depending on the setup entered before.

Applied conditions are visible in sales line using drill-down function in ‘Detailed Discount Line’ field (or from Line->Related Information->Detailed Discounts):