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Sales - Price adjustments

Updated over 4 months ago

💡 If a customer is linked to a specific price class and prices have been set for that class, you can still override these prices for a company via Price Adjustments in the Sales module.

💡 Haven’t added prices per price class yet? Follow this 👉 guide.

⇢ Go to Sales - Price Adjustments.

  • Click the green plus icon to create a new price adjustment.

  • Open a price adjustment to edit it.

General data

  • Name: typically, the name of a price adjustment refers to the price class(es) or customer(s) and the period for which the adjustment is valid.

  • Type: a price adjustment can be assigned one of two types. The type is purely informative.

    • Contract: can be considered as contractually agreed prices, always valid.

    • Promotion: can be considered as temporarily agreed prices, limited in time.

  • Start date: the date when this price adjustment becomes active. The order date in a sales order is used to determine which price adjustment applies.

💡 This date can be set in the future, meaning you can already define future price adjustments.

  • End date: the date when this price adjustment is no longer active.

Apply to

💡 A price adjustment can be applied either to one or more price classes, or to one or more companies.

  • Apply to all customers: tick this box to apply the price adjustment to all customers.

  • Customers: select one or more customers for whom you want to create the price adjustment.

  • Price classes: select one or more price classes for which you want to create the price adjustment.

Sales price adjustments

💡 In this section, you define all price adjustments. A new line is automatically added as soon as one is filled in.

  • Discount type:

    • Absolute discount: a discount in euros on the standard price of the price class/customer.

    • Percent discount: a discount in percent on the standard price of the price class/customer.

    • New price: a new price replacing the standard price of the price class/customer. This price can be higher or lower than the standard price.

    • Derived replacement price with absolute discount: a new replacement price based on the standard price of the price class/customer with a discount in euros.

    • Derived replacement price with percentage discount: a new replacement price based on the standard price of the price class/customer with a discount in percent.

    • Derived replacement price with absolute surcharge: a new replacement price based on the standard price of the price class/customer with a surcharge in euros.

    • Derived replacement price with percentage surcharge: a new replacement price based on the standard price of the price class/customer with a surcharge in percent.

    • Free product: the number of free products granted, typically in combination with a minimum purchase quantity.

💡 Absolute and percentage discounts are displayed in the order and on the invoice.
💡 Other price adjustments are applied in the order and invoice but not displayed.

  • Discount: the discount to be applied. The content of this field depends on the selected discount type.

  • W.r.t. to price class: if you assign a price class to one or more companies, you can select here the price class from which Douano should take the price to apply the discount type.

  • Apply to: via the toggle, you can choose between three options:

    • Apply to product: select the product to which the price adjustment applies.

    • Apply to product categories: select one or more product categories to which the price adjustment applies. Douano will automatically apply the adjustment to all products within the selected categories.

    • Apply to all products: select this option if the price adjustment applies to all products from the price list of the selected supplier.

  • Minimum purchase quantity: the minimum number of units that must be purchased for this product before the discount rule applies.

💡 Discount lines are numbered on the left side. Douano processes these lines in order, starting with line 1, until it finds a suitable discount to apply.

💡 You can reorder the lines by clicking on a number and dragging the line to another position.

💡 You can also reorder the different price adjustments. Here too, Douano will go through the list from top to bottom until it finds a suitable price adjustment to apply.

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