Conditions

Learn how to enter conditions for individual companies or company groups, which are automatically used to price items in offers and orders.

Different price lists allow you to define a flexible price structure:

You can define conditions with fixed prices for individual items, bulk discounts at the offer/order level and bulk discounts an/or discounts in kind at the item level.
Conditions can either apply to an individual item, all items or the items in a product group, sector, brand or grade.
For each discount entered in a condition, you can define whether an additional discount can be granted or whether the discount in the condition only applies if no manual discount has been defined.
You can define volumes for conditions.
You can determine the maximum extent of conditions for special offers.

In order for conditions to be automatically applied to the pricing of items, the following must apply:

Reps need to be assigned to business areas.
Valid weightings need to be defined per item and business area.
Valid prices must be available for the items.

Conditions for individual companies are defined in the Company Conditions info area; all other conditions are defined in the Conditions info area.

For information on the order in which conditions are applied when adding offers and orders, see Offers and Orders.

Defining Conditions

To define conditions:

Select (Sales) > Conditions.
Start the search.
Click on (New).
Enter the desired Currency.
Define the time period the conditions are valid for in the Valid from and Valid to fields.
Select a Customer Group if you want the conditions to only apply to offers/orders added for companies assigned to a particular customer group.
Enter details on the items the conditions should apply to on the Product tab.
- Item No./Item name: Enter an item to apply the conditions to a particular item.
  Note: Note: Fixed price conditions can only be defined for individual items. If you select an item from the Item No. field, leave the Sector, Product Group, Brand and Grade fields empty in order for the conditions to be applied.
- Sector/Product Group/Brand/Grade: Select a sector, product group, brand or grade to define conditions for all items where these values are entered. For example, if you want to define conditions that apply to all items in a product group, enter a Product Group and leave the Sector, Brand, Grade and Item No. fields empty.
Enter the conditions:
- Enter a Fixed price to define a fixed price for an item.
- Enter a Discount (percentage) to define a discount at the offer/order level. This discount is applied to the weighted quantity of all offer and order items that the conditions apply to.
- Enter a Bulk discount (%) to define a discount at the offer/order item level.
  Note: Note: Discounts at the offer/order level overwrite discounts at the item level.
- Enter a Discount vol. in kind to define the quantity of items granted as a discount in kind.
Select what the conditions apply to in the Conditions apply to field:
- Item: Additional: The discount is applied in addition to the other discounts. The discount entered manually in offer or order items is applied first, and then the additional discount from the conditions is calculated.
- Item: if nothing entered: The discount is only applied if no other discount is entered in the offer/order item.
- Item: Not Included: This discount takes precedence over a discount entered manually in an offer or order item; if a discount has been entered there, it is ignored.
Note: Note: This setting has no effect on fixed price conditions.

When determining the value of items, the fixed price is first taken into account followed by bulk discounts or discounts in kind, see Pricing and Discounts.

Defining Company Conditions

To define conditions for a specific company:

Switch to the desired company.
Select Go to All Related > All Comp. Conditions from the context menu.
Click on (New).
Company conditions must be defined for individual business areas: Select the desired business area in the Business Area field.
Enter the additional data as for general conditions.

Company conditions are applied before general conditions.

Volume Scales

You can define bulk volumes in conditions.

To define fixed prices, quantities and discounts in kind based on the quantity of an item entered in an offer or order.
To apply discounts based on the weighted volume of the entire offer/order.

Bulk volumes (not available by default in Aurea CRM web) are defined for conditions (or special offers, see Special Offers); i.e. these volumes also apply to a business area, all or some items for a company or a company group.

Fixed Price Volumes

You can define fixed prices for a certain conditions or company conditions record in the Condition Scale and Company Condition Scale info areas (these info areas are not available in the default version of Aurea CRM web).

To define volume-based fixed prices for individual items:

Select "Fixed price scale" in the Volume Type field.
Enter the Volume From and Volume Up To to define the quantity range.
Select "Order Item" in the Comp. value field.
Note: Note:These volumes also apply to offer items.
Enter a Fixed price.
Define additional volumes.

When adding offers and orders, the fixed price defined for the appropriate volume (based on the quantity entered) is used.

Discount Scales at the Order/Offer Level

You can define fixed prices for a certain conditions or company conditions record in the Condition Scale and Company Condition Scale info areas.

To define discounts for the weighted total quantity of all items added to an offer/order:

Select "Scale of discount (weighted total quantity)" in the Volume Type field.
Enter the Volume From and Volume Up To to define the quantity range.
Select "Total Order" in the Comp. value field.
Note: Note: The scale also applied to offers.
Enter a Discount (a percentage).
Define additional volumes.

When adding offers and orders, the corresponding discount defined for the appropriate volume (based on the weighted total quantity entered in the Weighted total quantity in the order or offer) is used.

Note: Note: In order for the discount defined in the condition scale record to be applied, the Bulk discount (%) field in the conditions record must be empty.

Discount Scales at the Item Level

You can define fixed prices for a certain conditions or company conditions record in the Condition Scale and Company Condition Scale info areas.

To define bulk discounts and/or discounts in kind at the item level:

Select "Scale of discount" in the Volume Type field.
Enter the Volume From and Volume Up To to define the quantity range.
Select "Order Item" in the Comp. value field.
Note: These volumes also apply to offer items.
Enter the discount in kind in the Discount vol. in kind field and/or a bulk discount in the Discount field.
Note: You can combined bulk discounts and discounts in kind. However the volume ranges must be the same.
Define additional volumes.

When adding offers and orders, the discount defined for the appropriate volume (based on the quantity entered) is used.

Note: In order for the discount defined in the condition scale record to be applied, the Discount field in the conditions record must be empty.

The condition scale applied to the offer or order item is entered in the Scale of discount field. Your administrator can also add this field to the quick add area, see Serial Input Tab (OTC) in the CRM.core Administrator Guide.

If you select a different discount scale in the Scale of discount field, the lower threshold of the scale is entered in the Quantity field and the corresponding discounts are entered in the Discount % (Condition) and Discount vol. in kind fields. Your administrator can disable this behavior using the Do not apply scale of discount configuration entry (General Settings category), >> CRM.core Administrator Guide.

Volume scales in company conditions are not taken into consideration when Bulk Discount (%) or Discount vol. in kind are empty. To change this behavior, the administrator can enable the Disable check for mandatory fields in company conditions in CRM.core Administrator Guide.

Corresponding offer and order items can be created automatically using triggers (see CRM.core Administrator Guide) for the units granted as a discount in kind.