Specials and quantity breaks
Discounts, special prices and quantity breaks set per customer, product, category or service, applied on every quote line.
The Catalogue's Pricing view: a volume break set once on the Endmills category and once on Collets, so each prices the whole range, and Ashworth Aerospace's discount on every line. These are the rules that priced quote Q-26-00001.
In practice
A rule or a special sits against a product, category, schema, design module or service, and the most specific wins.
Every step on the line
Each quote line walks from the base price through the customer's special and the volume break, naming every step.
A quote's line grid with every line priced by rule. The first line, 10 off HX4F-010-TA, starts at a base price of £51.87, takes Ashworth account discount of £2.59 and Endmill volume breaks (qty ≥ 10) of £2.46 and reaches a unit price of £46.82, shown step by step beside the grid with the quote's totals.
Buying prices stay buying prices
A supplier price becomes a product's cost only when a buyer accepts it or auto accept is on, never its sell price.
The Catalogue's Suppliers' prices view, by product: each endmill's best supplier price beside its cost. The first price has been accepted as the cost and is marked so; the other two show how far the supplier's price sits from the cost on record. None of it is a sell price.
After the invoice goes out
Once the invoice your accounting system raised is recorded, changing a line price needs explicit confirmation.
The invoice the accounting system issued, recorded against the order an accepted quote raised: Issued, the order total and the note that changing a price now needs an explicit confirmation.
Where it appears
- QuotesA how priced popover on every quote line, with its margin
- OrdersEach order line held against the price it was quoted
- CustomersSpecial prices on the customer record, dated, with a worked example
- SuppliersSupplier price lists, accepted as cost and never as a sell price
- CatalogueQuantity breaks and special prices in the catalogue's Pricing view
- ServicingEach service model priced from its own definition
- DesignA price panel with its working beside every design
Questions
- A price is only trusted when everyone can see how it was reached.
- No. This page is how your own prices are set; the Kabaido plans are on the pricing page.More on Pricing
- Yes. Each customer special carries optional start and end dates.
- No. It records the invoice your accounting system raised, its reference, status and amount, against the order.