On Wed, Aug 7, 2013 at 10:21 AM, Brian Wolf <brian.w...@activustech.com>wrote:
>
> On 08/07/2013 11:25 AM, Erik Huelsmann wrote:
>
> Hi Brian,
>
>
>> Discount (two text fields on the Customer screen)
>>>
>> field 1, % off, field 2, if paid in x days.
>>
>> Basically there are three mechanisms for discounts.
>>
>> The first are "business types" which can have across the board
>> discounts on *everything.* This is a very broad tool and may be merged
>> into the price matrix system at some point.
>>
>> The second are customer and pricegroup pricing. Thats what is set on
>> the parts screen.
>>
>>
>> It sounds like there currently isn't an easy way to discount products
>> from a specific manufacturer for a set period. One way to implement an
>> enhancement would be to add a "set price" button at the bottom of the
>> product search results screen (eg, search by "make"/manufacturer). When
>> clicked, the button would take the user to a screen which lets them set
>> discount percentage and date range. How that's accomplished in the
>> back-end and related screens (eg, sales order) I'm not sure.
>>
>>
> Even though your workflow probably works, I'd say that the best
> architectural fit would be to add an extra criterion to the price matrix:
>
>
> Can you define price matrix?
>
This is the ability to set temporary or permanent prices for parts to
vendors and customers.
> Does that refer to results of a product (parts) search?
>
Prices are looked up by customer (defaulting to the part's sell price) on
the order and invoice screens.
>
>
> currently products can be assigned prices or discounts based on the
> counter party (customer/vendor) and the product. It seems (to me) that
> adding an extra criterion would be the way to go. That needs a UI design
> though...
>
>
> Dealing with legacy spaghetti code in LedgerSMB is painful.
>
This is true. I am thinking that the simplest way to go for now would be
to have a simple way to administer the price matrix as we currently have
it. This way the legacy code could be left entirely alone.
> I cringe thinking about adding a button or checkbox to older code.
>
>
> Come to think of it, I don't know how to assign a specific customer a
> 10% reduced rate on all products, but that should be possible.
>
>
> Yes, and that's a basic POS function point LedgerSMB ought to have.
>
If you have customers who get this you can assign business types, and
assign a 10% discount to the business type. This makes changing it
globally a lot easier.
>
>
> Another idea would be to assign all products of a given manufacturer to
> a specific parts group. That way, you could probably assign rebates on the
> entire price group. How exactly to go about doing that, I don't really know
> at this point (I'd have to find out).
>
>
For now my recommendation is a small module which would address bulk
management of price matrix tables, so you could more easily assign the rest
of this. I don't think it would be hard to put together. The key is
understanding workflow requirements.
Best wishes,
Chris Travers
>
>
> --
> Bye,
>
> Erik.
>
> http://efficito.com -- Hosted accounting and ERP.
> Robust and Flexible. No vendor lock-in.
>
>
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Best Wishes,
Chris Travers
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