2011 Administrator’s Guide Copyright

Create or edit a discount

This task requires a manager, vice president, CEO-Business Manager, System Administrator, or System Customizer security role or equivalent permissions. More information about specific permissions and performing this task while offline: Sales Permissions

1. 
   In the Navigation Pane, click Settings. Then, under Business, click Product Catalog.
   
2. 
   In the Product Catalog area, click Discount Lists.
   
3. 
   Open the discount list that you want.
   
4. 
   Under Common, click Discounts.
   
5. 
   Under List Tools, on the Discounts tab, in the Records group, click Add New Discount.
   

Select the discount that you want to edit, and then, in the Records group, click Edit.

6. 
   In the Discount form, specify the following information:
   

• 
  Begin Quantity
  

• 
  End Quantity
  

• 
  Percentage
  

• 
  Amount
  

7. 
   Click Save or Save and Close.
   
8. 
   To add more discounts to the discount list, click Add New Discount, and then complete the Discount form.
   

Related Topics Work with Discount Lists 45

Deactivate or activate a discount list

This task requires a manager, vice president, CEO-Business Manager, System Administrator, or System Customizer security role or equivalent permissions. More information about specific permissions and performing this task while offline: Sales Permissions

If you must remove a discount list, it is better to deactivate the discount list rather than delete it. When you delete a discount list, the discount list and the discounts included in the list are permanently deleted.

If you deactivate a discount list, you can easily reactivate the list if you need to.

Deactivating a discount list or price list can cause incorrect calculations to occur in quotes, orders, or invoices that use the discount or price list. Before you deactivate a discount or price list, make sure that it is not included in any active quotes, orders, or invoices.

1. 
   In the Navigation Pane, click Settings. Then, under Business, click Product Catalog.
   
2. 
   In the Product Catalog area, click Discount Lists.
   
3. 
   In the list, select the discount list that you want.
   
4. 
   In the Records group, click Deactivate.
   

• 
  In the Records group, click Activate.
  

5. 
   In the confirmation message, click OK.
   

To view deactivated discount lists, in the Views list, click Inactive Discount Lists.

Related Topics Work with Discount Lists 45

Selling Products Individually and in Groups

To set up a unit group, you must determine a primary unit. The primary unit is the lowest common unit of measure for the unit group.

Next, you must decide how the inventory will be sold, such as by the individual item, a dozen, or a case, or by the hour, week, or project. Each of these types of measurement is referred to as a unit. Each unit is defined in terms of any other unit in the unit group. A unit group is comprised of units that are related to each other.

After you determine a primary unit for a unit group, you can set up larger quantities that can be packaged. Unit groups define how the different base units relate to one another.

When you determine the primary unit for a unit group, you should use the most common unit of measurement that your product or service will sell.

Work with Unit Groups

Concepts:

• 
  Creating the Product Catalog (on page 45)
  
• 
  Selling Products Individually and in Groups (on page 49)
  

Create a unit group

This task requires a manager, vice president, CEO-Business Manager, System Administrator, or System Customizer security role or equivalent permissions. More information about specific permissions and performing this task while offline: Sales Permissions

1. 
   In the Navigation Pane, click Settings. Then, under Business, click Product Catalog.
   
2. 
   In the Product Catalog area, click Unit Groups.
   
3. 
   In the Records group, click New.
   
4. 
   In the Create Unit Group dialog box, enter the following information:
   

• 
  Name
  

• 
  Primary Unit
  

5. 
   Click OK.
   

6. 
   To save and close the unit group without adding units, in the Save group, click Save and Close.
   

To create a unit for this unit group, in the left pane, under Common, click Units, and then under List Tools on the Units tab, in the Records group, click Add New Unit.

7. 
   In the Unit form, you enter the following information:
   

• 
  Name
  

• 
  Quantity
  

• 
  Base Unit
  

8. 
   Click Save or Save and Close.
   

You cannot delete the primary unit in a unit group.

Related Topics Work with Unit Groups 49