Enter Price Breaks for Quotation Lines

Explanation

Price breaks on quotation lines are used to specify ranges of quantities, in which the part on a specific quotation line has a different price per piece. When price breaks are used, the quotation line will not necessarily contain a fixed quantity. This requires that the customer specifies the actual quantities he or she wants to order when confirming the quotation, and that these quantities are entered on the quotation lines before the order is created.

Price breaks are entered manually in the Price Breaks dialog box and will decide the final prices for the customer. You can reach this dialog box by right-clicking a quotation line in the Sales Quotation/Quotation Lines tab window, Sales Quotation/Rental Quotation Lines tab or the Sales Quotation Lines window and selecting Price Breaks in the menu that appears.

If a quantity is later added to the line, it must be within the range for the price breaks, i.e. it is not possible to enter a quantity for which there is no price specified. In that case, the price breaks must be removed from the line or a new line without price breaks must be created.

Any possible discount will have no influence on the prices.

NOTE: For rental quotation lines, the user can enter ranges of both quantity and rental duration, so that a given rental quotation line can have different prices per quantity and rental duration.

Prerequisites

The quotation line must have been entered and saved.

System Effects

As a result of this entry, price breaks for the quotation line are defined for different quantities. These price breaks will be listed on the printout of the quotation. If there are price breaks, quantities and totals will not be printed on the printout.

Window

Sales Quotation
Sales Quotation Lines

Related Window Descriptions

Sales Quotation
Sales Quotation/Quotation Lines
Sales Quotation/Rental Quotation Lines
Sales Quotation/Misc Quotation Info
Sales Quotation Lines
Price Breaks

Procedure

For Sales Quotation Lines

  1. Select or query for the appropriate sales quotation in the Sales Quotation window (choose the Sales Quotation/Quotation Lines tab) or the Sales Quotation Lines window.
  2. Select the quotation line for which you want to enter price breaks, right-click and select Price Breaks. The Price Breaks dialog box is displayed with the fields in the upper part of the dialog box pre-entered by the system.
  3. Click New and in the Min Quantity field, enter the minimum order quantity required to get the defined price.
  4. In the Calculation Base Price/Curr, Percentage Offset, Amount Offset and Sales Price fields, enter the values that will define the price. Depending on how the prices are calculated, use the appropriate fields. If you selected the Use Price Incl Tax check box in the Sales Quotation/Misc Quotation Info tab, it is possible to enter values for the Calculation Base Price Incl Tax/Curr, Percentage Offset, Amount Offset and Sales Price Including Tax fields.
  5. Click Apply to confirm the price break.
  6. Repeat steps 2 to 5 to enter price breaks for other quantities.
  7. Click OK to confirm and close the dialog box.

For Rental  Quotation Lines

  1. Select or query for the appropriate sales quotation in the Sales Quotation window (choose the Sales Quotation/Rental Quotation Lines tab) or the Sales Quotation Lines window.
  2. Select the rental quotation line for which you want to enter price breaks, right-click and select Price Breaks. The Price Breaks dialog box is displayed with the fields in the upper part of the dialog box pre-entered by the system.
  3. Click New and in the Min Quantity field, enter the minimum order quantity required to get the defined price. in the Min Duration field, enter the minimum rental duration required to get the defined price.
  4. In the Calculation Base Price/Curr, Percentage Offset, Amount Offset and Sales Price fields, enter the values that will define the price. Depending on how the prices are calculated, use the appropriate fields. If you selected the Use Price Incl Tax check box in the Sales Quotation/Misc Quotation Info tab, it is possible to enter values for the Calculation Base Price Incl Tax/Curr, Percentage Offset, Amount Offset and Sales Price Including Tax fields.
  5. Click Apply to confirm the price break.
  6. Repeat steps 2 to 5 to enter price breaks for other quantities and rental durations.
  7. Click OK to confirm and close the dialog box.

Optional steps (remember to save your entries):