A new menu item called ‘Bonus Stock System’ has been created giving sites greater control over how Bonus Stock is processed within the system. Users now have the ability to create a rule within the system controlling when and how the system adds a Bonus Stock item when a Customer/Product qualifies. This feature only applies within the Invoicing/ Mail Order Environment.
There are a number of mandatory fields that need to be completed, for example:
- Customer Qualifier
- Product ID
- Minimum quantity (Minimum net price is optional)
- Bonus Stock Product ID and Quantity Supplied
Following default system behaviours, the Customer / Product Qualification combination needs to be unique within the Active Dates. Bonus Stock Price, Discount and Promo fields can either be set up using normal pricing ie the customer’s normal price that would be applied in Invoicing/Sales Enquiry which is customer specific or to use a specified value. Users can specify if the Bonus Item is automatically included, or if the operator is asked. Please note if the setting “Apply on operator instruction” is used, this function will prevent auto processing of Electronic Orders.
Let’s look at an example to show how to use the following Bonus Stock fields:
- Single Occurrence
- Repeat in Multiples
- Repeat Proportionally
This example will use the following parameters:
- An Invoice has used the Qualifying Product ID with a quantity of 10
- The Bonus Stock system has the Qualifying Product “With a minimum quantity of” field set to 4
- And the “Bonus Quantity to be Supplied” field is set to 1
In using these parameters the following shows the outcome when using the different 3 options:
- Single occurrence, this option will always provide the Bonus Quantity to be Supplied value regardless of the qualified product quantity purchased. Result Quantity is 1
- Repeat in Multiples, using this option means the system will Multiply the Bonus Quantity supplied (1) by the number of whole Minimum Quantities (4) that fit in the Product Quantity (10). Result Quantity is 2 (as 4 fits twice into 10)
- Repeat proportionally, using this option means the system will Multiply the Bonus Quantity supplied (1) by Product Quantity (10) divided by Minimum Quantity (4). Result Quantity is 2.5 (10 / 4)
In using the above parameters but changing the Bonus Quantity to be Supplied value to 2, then the 3 results respectively would change to 2, 4 and 5.
Please note: The new ACR only configuration within Misc Configuration will determine if rounding should occur on the Result Quantity.
Within Invoicing the system will check for Bonus Stock products when completing the addition or modification of a Product line. The system dependent on the check, may then add, update or remove a Bonus Stock Item below this line. The system will only recognise a qualifying product per line level, meaning if the Bonus Stock has a Minimum Quantity of 4, but there are two Product lines in the Invoice for that same Qualifying Product with a Quantity of 2, they will not qualify. It will only qualify if a single Product line qualifies.
When a user deletes the qualifying Product line, it will also automatically delete the Bonus Stock line. Users are able to manually delete a Bonus Stock line and the system will create a conversation log of this deletion upon completion.
Whilst the above behaviours will work in most Invoice Modes ie:Standard Invoice, non-controlled Electronic Orders, Invoice Quote, etc. It will not work within Standard Credit, Short Supplied Invoice, Transfer Invoices, etc.