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Discount Category Correspondence for Sales/Purchases

In this window, it is possible to consult and enter new correspondences for discount categories. It is used for the procedure of Importing from Supplier Prices and allows associating the Discount category with the Sales Discount Category and Purchase Discount Categories that are coded and used in Fluentis based on the discount conditions to be applied to their customers/suppliers.

The generic discount category (e.g., that of the parent company) is associated with a sales discount category and a purchase discount category. Retailers can indeed receive from the parent company the catalog (Imported with the procedure Supplier Prices), to which a price with a discount category is applied; retailers will in turn sell the product applying a different discount category. Different suppliers may have the same Discount category but different Sales and Purchase Discount Categories, as they have the same parent company, but apply different discount conditions.

The information contained in the grid includes:

  • Item class: contains the item class to which a specific discount category is associated.
  • Account/Subaccount/Description: contains the registry to which the discount category is associated.
  • Discount cat. sales: contains the discount category with which the registry sells the item; allows choosing a value among those previously coded in the table Price Management Discount Categories.
  • Purchase Discount Category: contains the discount category with which the registry purchases the item; allows choosing a value among those previously coded in the table Purchase Discount Category.
  • Update Formulas: allows associating a possible price/discount policy update formula to be used in the price update procedures.
  • From validity date: contains the date from which to consider the discount category for the item class; this way, it is possible to associate different categories during different periods of the year.
  • Discount category: this is the field that links the purchasing module with the sales module and contains the discount category applied by the parent company. It must correspond to the same Discount category of the parent company that can also be found in the Supplier Prices form.

To perform the Import from Supplier Prices, it is necessary to insert a new line in the table indicating:

  • the class of the items for which you want to perform the import,
  • the registry of the contact to which it is associated,
  • the sales and purchase discount categories chosen among those coded in the system,
  • the discount category of the producer, identical to that present in the item grid,
  • optionally, a validity date and a formula.