Proposal Summary
This proposal outlines a comprehensive solution for updating the new discount policy of Szco Supplies in NetSuite.
Requirement
Szco Supplies, Inc USA wants to update their new discount policy for promotion items to the Regular and Level Customers. The discount policy will be different for the Regular customers and Level customers.
Deliverables
- When an item line is added to the Sales Order, there is a field named Price level which determines the customer’s rate for the added item.
- If the added item is a Promotion Item (“Included in Promotion” check box is checked in the item record), then the rate for the selected customer for that item will be calculated using the new discount policy.
- The Price Level field in the Item lines of sales order will be updated as per the new discount policy mentioned below, after saving the record.
- If the Customer is a Level Customer and the price level value is less than the promotion price, then the price level value will be applied.
- If the Customer is a Level Customer and the price level value is greater than the promotion price, then the promotion price will be applied.
- In short If the Customer is a level customer, the minimum value among the level price and promotion price will be applied, while creating a sales order.
- If the Customer is a Regular customer and the item is a promotion item, then the Promotion Price will be applied regardless of the Base Price.
Assumptions and Limitations
- A Customer is Considered as a Regular Customer if the Price level field in the customer record is selected as “Base Price”.
- A Customer will be Regular (Base Price) if the Price level field in the customer record is empty.
- All others are considered as Level Customers.
- The price level will be updated by the new discount policy only after saving the record.
- If the item is promotion item, the promotion price level must have a value in the item record.
- For promotion items we cannot change price level or rate manually as the new discount policy updates are working after saving the record.
- The new discount policy will be applicable to Inventory and Non-Inventory items only.
- The price levels will not be updated immediately(real-time) upon selecting an item, as there is a possibility of failure of this customization when we import the sales orders through csv imports or via any integrations.
- Ensuring real-time updates for price level changes requires additional effort to be considered for implementation.
- For non-promotional items, regular customers will receive quantity-based pricing based on the selected quantity. However, for level customers, the price will remain consistent regardless of the quantity selected.
Questions
- If you need to change price level or rates of promotion items manually independent of the new discount policy on a sales order, we must implement additional functionalities. Could you please confirm if this scenario needs to be accounted for in our updates?
- Additionally, can u confirm whether we have to implement the new discount policy in real-time also.
Estimated Effort
Estimated Effort – 14 Hours