Defining Conditions

To define conditions:

1. Select (Sales) > Conditions.
2. Click on (New).
3. Enter the Currency.
4. Define the time period the conditions are valid for in the Valid from and Valid to fields.
5. Select a Customer Group if you want the conditions to only apply to orders added for accounts assigned to a particular customer group.
6. 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: Fixed price conditions can only be defined for individual items.
     Note: If you select an item from the Item No. field, leave the Item type, Indication group, Brand and Product fields empty in order for the conditions to be applied.
   • Item type/Indication group/Brand/Product: Select an item type, indication group, brand or product 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 an indication group, enter an Indication group and leave the Item type, Brand, Product and Item No. fields empty.
7. Enter the conditions:
   • Enter a Fixed price to define a fixed price for an item.
   • Enter a Discount (%) to define a discount at the order level. This discount is applied to the weighted quantity of all order items that the conditions apply to.
8. Select what the Conditions apply to:
   • Item: Additional: The discount is applied in addition to the other discounts. The discount entered manually in 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 order item.
   • Item: Not Included: This discount takes precedence over a discount entered manually in an order item; if a discount has been entered there, it is ignored.
   Note: This setting has no effect on fixed price conditions.
9. Click Save.