Proposal Summary
This proposal summarizes the functionality of applying discounts based on customer price level and the order net total.
Requirement
When a customer places an order and we process the Estimate Or SO, the below discount should apply based on the NET cost.
Corp Design would like the price level to change automatically once the total cost reaches the below amount.
Example: If a client is 50/15 and place an order for $15,000 NET, I would like the system to change all price level to 50/15/5, if over $30,000 it would be 50/15/8, if over 60,000 it would be 50/15/12.
Deliverables
- We will implement functionality to automatically assign price levels to order lines based on the order total.
- When creating Estimate or Sales order records in NetSuite, if the order total is $15,000 or above, and assuming the customer’s preferred price level is 50/15, the price level in all item lines will be updated to 50/15/5.
- If the order total is $30,000 or more, the price level in all item lines will be automatically updated to 50/15/8. Furthermore, if the order total is $60,000 or more, the price level in all lines will be updated to 50/15/8, and discounts based on these price levels will be automatically applied to the order, determined by the net total amount.
- Each time the price level is automatically updated, a custom record entry will be created and attached to the sales order to reference the discounts applied to the order.
- If the order is initially placed for $15,000, an initial discount will be applied to the order by automatically updating the price level in item lines (assuming the customer’s preferred price level is ‘x’, the new price level will be ‘x/5’). If the total order amount is subsequently changed to $30,000 or more, the price level of all item lines will be updated (assuming the customer’s preferred price level is ‘x’, the new price level will be ‘x/8’).
Assumptions
- We assume that if the customer’s preferred price level is ‘x’ and the customer places an order for $15,000 or more, the price level for each item line should be updated to ‘x/5’. If the order total is $30,000 or more, all price levels should be set to ‘x/8’, and if the order total is $60,000 or more, the price level for all item lines should be ‘x/12’. If the price levels ‘x/5’, ‘x/8’, or ‘x/12’ do not exist, we will create these price levels and assign them to the order lines.
- When creating an order in NetSuite, if the order total is $15,000 and the customer’s preferred price level is 50/15, then the price level for each item line will automatically change to 50/15/5. If the order is subsequently updated with additional item lines, resulting in an order total of $30,000, all price levels will be changed to 50/15/8.
- If the customer does not have a preferred price level, we will not update the price levels for the order lines, even if the order total exceeds $15,000, $30,000, or $60,000.
- Currently, for all price levels lacking the level ‘/5’, ‘/8’, and ‘/12’, Corp Design should specify the corresponding discount percentages. Subsequently, we will create these price levels in NetSuite.
- In the future, if Corp Design creates a new price level and assigns it as the preferred price level for a customer, we assume that Corp Design will create new price levels for this particular price level in levels ‘/5’, ‘/8’, and ‘/12’.
- Consider a scenario where a customer with the price level ’50/25′ places an order for $30,000. In this case, the price level in the order lines should be updated to ’50/25/8′. However, if ’50/25/8′ has not yet been created in NetSuite, we are unable to modify the price level in the order. Instead, we will send an email to Corp Design, notifying them of the absence of the required price level. Corp Design needs to create the necessary price level and implement the required changes in the order accordingly.
- We assume that the discount needs to be applied even if the order is on credit hold.
- Once the price level in the order lines is automatically updated, any manual changes made by a user are not within our responsibility. However, if the order total is adjusted to an amount exceeding $30,000 or $60,000, we will update the price level accordingly.
- If the preferred price level of a customer is 50/15/5, and the customer places an order for $15,000 or above, we will search for a price level 50/15/5/5. The price level for the order lines will be updated to this if it exists in NetSuite.