Case study 2B Sales and marketing

Objectives

Create a customer trade agreement for specific customers, a specific item and for a certain date range.

Exercise #1 Create a customer trade agreement

Objective: Create a customer trade agreement for specific customers, a specific item and for a certain date range.

The sales managers always try to standardize the sales price list and discounts (trade agreements) for products. Sometimes they create special price lists and discounts for special customers.

The sales manager you are working with decided to create sales price trade agreement for item A0001 for all retail customers accounts and to set that price at $20. she also want to add a validity date for that price.

In order to record this sales price in the system she will use the trade agreement journal, so that whenever a sales order is created for item A0001 and the customer is from the retail accounts group, the price will default to $20.

What would you do to guide her thru this entry?

Create a trade agreement named “Sales price adjustment

Go to Sales and marketing, then to Prices and discounts, and then to Trade agreement journals.
Select New.
Name: Select S_Price, Sales price adjustment.
Select the Lines button to open the journal.
Relation: Select Price (sales).
Account code or Party code type: Select Group.
Account selection: Select 03, Retail accounts.
Item code or Product code type: Select Table.
Item Relation: Select A0001, HDMI 6’ Cables.
From: Enter 1.
Amount in currency: Enter 20.00.
Change to the Details tab.
From date: Select February 15, 2017.
Lead time: Enter 2.
Select Validate > Validate all lines.
Select OK.
After successful validation, post the journal
Close all pages.