Often a price depends on the customer, with consumers paying one price and dealers another. Or you may offer temporary price changes on particular Inventory items. Trying to remember all the special prices or discounts would be difficult. SSP - Special Prices helps by recording your special prices and automatically checking them when invoices, orders, and quotes are entered.

After installing SSP - Special Prices, you will have an additional item on your Invoicing/Order Entry processing menu called Extended Processing Options. When you select Extended Processing Options, you will see the following menu:

(If you have additional enhancements, such as SII - Import Sales Documents, other selections will also appear on this menu.)

+= Extended Processing Options =+
| M - Maintain Special Prices   |
| P - Print Special Prices      |
+===============================+

Use Customer ID, Customer Class, Item Type (Service or Product), Item Department, Item Number, and/or Product Code to specify when to use a special price. You can require all six of these fields to match exactly, or use an asterisk (*) to allow any value. An asterisk can be placed at any position within a field. All characters before the asterisk must match exactly. When more than one special price matches because of asterisks, the one with the most exact match is used.

+-------------------------------+
| Maintain Special Prices       |
|                               |
| Customer ID......: ANDERA     |
| Customer Class...: *          |
| Item Type........:            |
| Item Department..: AUT        |
| Item Number......: AUT00000   |
| Product Code.....: *          |
|                               |
|                               |
| Price (A-E/R/T/1): C          |
| Multiplier.......:  0.9000000 |
| Discount %.......:  0.00      |
|                               |
| Accept (Y/N) Y (D=Delete)     |
|                               |
+-------------------------------+

This is an example of the special price entry screen. There are two types of data used to determine Special Prices. The first type is used to determine WHEN to use a Special Price. This includes: Customer Id, Customer Class, Item Type, Department, Item Number, and Product Code. The second type of data is used to CALCULATE special prices. This includes: Price Code (A, B, C, D, or E, R=Current Cost, T=Last Cost, or value of 1), a Multiplier and a Discount. The value for Price Code is multiplied by the Multiplier and displayed on the invoice as Unit Price. Discount is multiplied by Unit Price and displayed on the invoice as Discount Taken.

To alert you that a special price is being used when entering invoices, the Price Code defaults to "S" Bonus Feature: When a document line item is edited, Peachtree normally updates the price on the document to match the current price in inventory for the Product Code selected. With SSP - Special Prices, the price entered on the invoice, order, or quote is automatically saved whenever the line is edited. If the price in inventory (or the Special Price file) is different from the price on the document, the program will beep to warn the user, and a new function key, F6 - Update, will be displayed. Pressing F6 will update the price on the document to the current price in inventory or the Special Price file, if applicable.

If you have enhancement IQP - Ten Quantity Price Levels, then you have the option of setting up special prices based on Quantity Price Levels. Price Code F thru O represents Quantity Price 0 thru 9. If you use Quantity Price Code F thru O, the quantity price specified will be used regardless of quantity ordered by the customer. If you want the special price to use a quantity price based on quantity ordered, then use Price Code Q when setting up special prices.

Examples for SSP - Special Prices are illustrated on the following pages, listing possible uses for Special Prices. The examples are displayed in the Special Prices Report format, used when Print Special Prices is selected from the Extended Processing Options menu.

Example 1 - Establishing a variety of prices for a customer.

+--------------------------------------------------------------------+
|RUN DATE:07/10/96         Software Professionals Inc.       PAGE  1 |
|RUN TIME: 3:59 PM   Sales Invoicing Special Prices Report           |
|                                                                    |
|CustID Class Type Dept Item       Prod Price Multiplier      Disc % |
|------ ----- ---- ---- ---------- ---- ----- --------------- ------ |
|*        *    *   AUT  *             *     A       1.0000000  15.00 |
|*        *    *   ELE  *             *     A       0.8500000   0.00 |
|*        *    *   APP  *             *     A       1.1500000   0.00 |
+--------------------------------------------------------------------+

In this example, all items in the AUT department have been discounted 15%. This will show on the invoice as a discount. All items in the ELE department have also been discounted 15% by multiplying price "A" by .85. This will reduce the unit price for every item in the ELE department and will not show a discount on the invoice. The last line establishes a markup of 15%, on price "A", for all items in the APP department.

Example 2 - Establishing a price for some transactions.

+--------------------------------------------------------------------+
|CustID Class Type Dept Item        Prod Price Multiplier     Disc % |
|------ ----- ---- ---- ----------- ---- ----- -------------- ------ |
|*        *    *   AUT  *              A     C      0.9500000   5.00 |
|*        *    *   AUT  *              *     C      1.0000000   5.00 |
|*        R    *   AUT  *              A     C      1.0000000   5.00 |
|*        *    *   AUT  000002         *     C      1.0000000   0.00 |
|*        *    *   AUT  000003         *     C      1.0000000   0.00 |
+--------------------------------------------------------------------+

Here all customers show a 5% discount on price "C". Some transactions may have a lower unit price because of quantity sold, or a sale on those items. Transactions which use product code "A" in this example, have a lower base price and show the same discount on invoices. In this example customers which have class "R" are not eligible to receive the reduced base price, but still receive the 5% discount. Items 000002 and 000003 are the only items in the AUT department which will not be sold at the reduced base price and will not receive the 5% discount.

Example 3 - Establishing a price for a group of customers.

+--------------------------------------------------------------------+
|CustID Class Type Dept Item        Prod Price Multiplier     Disc % |
|------ ----- ---- ---- ----------- ---- ----- -------------- ------ |
|*        R    S   *    *              *     B      1.0000000  10.00 |
|*        R    P   *    *              *     A      1.0000000   5.00 |
+--------------------------------------------------------------------+

This example establishes special prices for customers which have an "R" in their customer class field. This may prove useful for special sale prices by region. Here customers in customer class "R" will receive a 10% discount on price "B" for services and a 5% discount on price "A" for products.

These discounts will show on invoices.

Example 4 - Establishing fixed prices for specific customer/item.

+--------------------------------------------------------------------+
|CustID Class Type Dept Item        Prod Price Multiplier     Disc % |
|------ ----- ---- ---- ----------- ---- ----- -------------- ------ |
|SMITHJ   C    P   HRD  1X2NAILS       H     1      1.2500000   0.00 |
|JONEST   C    P   HRD  1X2NAILS       H     1      1.4500000   0.00 |
|*        *    P   HRD  1X2NAILS       H     A      1.0000000   0.00 |
+--------------------------------------------------------------------+

Suppose that a customer has contracted for a period of time, to purchase specific products from you for a set price. The price paid by other customers may increase over that period of time, but cannot increase for this customer. The above example shows how to create a fixed price for a specific customer and specific item. Whenever item 1X2NAILS in Department HRD is sold to customer SMITHJ, she will be charged $1.25 per item. But when customer JONEST purchases the same item, he will be charged $1.45 per item. All other customers will receive price "A", set up in Maintain Inventory Items.

Example 5 - Establishing a variety of prices for a customer.

+--------------------------------------------------------------------+
|CustID Class Type Dept Item        Prod Price Multiplier     Disc % |
|------ ----- ---- ---- ----------- ---- ----- -------------- ------ |
|*        *    *   *    *              *     A      1.0000000   0.00 |
|ANDERA   *    *   *    *              *     A      1.0000000   5.00 |
|ANDERA   *    S   A*   *              *     C      1.0000000   0.00 |
|ANDERA   *    S   AUT  AUT00000       *     1     15.9000000   0.00 |
+--------------------------------------------------------------------+

In the above example, ANDERA pays 15.90 for the service AUT AUT00000. For other items in departments that start with "A", ANDERA will pay price "C".

For other departments, ANDERA pays price "A", less 5%. Other customers pay price "A" for all items.