Siebel Consumer Goods Handheld Guide > Siebel Handheld Application Administration > Setting Up Products in Siebel Consumer Goods Handheld Applications >

Setting Up Volume Discounts

To set up a volume discount, you go through the following process:

1. Creating a Volume Discount Record
2. Creating Volume Discount Line Items
3. Linking the Volume Discount to a Product

Creating a Volume Discount Record

A volume discount record provides the top-level information about a volume discount, including its name, whether it is a simple or tiered volume discount, and the start and end dates.

CAUTION:  If you delete a volume discount record, all references to this discount become invalid. Any price list line items that used this discount will no longer have a volume discount.

To create a volume discount record

1. Navigate to the Administration - Pricing screen > Volume Discounts view.
2. In the Volume Discounts list, click New.

   A new Volume Discount record appears.

3. Enter information in the new record or the More Info form. The following table defines the fields in the Volume Discounts view.

   Field	Description
   Name	Enter a name for the volume discount. The record becomes a hyperlink, which, when clicked, navigates the user to a detailed view of the discount.
   Discount Method	From the drop-down list, choose Simple or Tiered.
   Effective From	Click the calendar select button to choose a date and time the discount becomes effective.
   Effective To	Click the calendar select button to choose a date and time the discount expires.
   Currency	From the drop-down list, choose a currency type.
   Exchange Date	Click the calendar select button to choose an exchange date.
   Description	Enter a description for the volume discount.

Creating Volume Discount Line Items

Volume discount line items include information about quantities and percentage values of a volume discount.

Add a volume discount line item for each discount rate in the volume discount. For example, if you want to apply a 10% discount when the quantity is five to 10 and a 20% discount when the quantity is 11 or more, then you must add two volume discount line items.

When you add volume discount line items, be careful not to create gaps or overlapping quantities, which will create the following errors:

• If you leave a gap in a simple discount, quantities that fall within the range of the gap receive no discount at all.
• If you leave a gap in a tiered discount, quantities that fall within the range of the gap default to the lower tier.
• If you create overlapping discount items, quantities that fall within the range of the overlap default to the lower tier.

How the discounts in the line items are applied depends on whether this is a simple or tiered volume discount, as described in the topic About Simple and Tiered Volume Discounts in the Siebel Pricing Administration Guide.

To create a volume discount line item

1. Navigate to the Administration - Pricing screen > Volume Discount view.
2. Select the volume discount for which you want to create line items.
3. Click the Volume Discounts Line Items view tab.
4. In the Volume Discounts Line Items list, click New.

   A new Volume Discount Line Item record appears.

5. Enter information in the new record. The following table defines the fields in the Volume Discounts Line Items form.

   Field	Description
   Name	Enter a name for the volume discount line item.
   Min Qty	Click the calculator button to enter a quantity.
   Max Qty	Click the calculator button to enter a quantity.
   Adjustment Type	Click the drop-down list to select an adjustment type.
   Adjustment Amount	Click the calculator button to enter an adjustment amount.
   Description	Enter a description of the volume discount line item.

Linking the Volume Discount to a Product

After a volume discount record has been created and the line items that describe the discount have been defined, you link it to a product. After you link a volume discount to a product, the discount is applied automatically when a sales representative or other user enters the product in a quote.

To apply a discount to a product

1. Navigate to the Administration - Pricing screen > Price List view.
2. In the Price Lists list, select the price list to which you want the volume discount to apply.
3. Click the Price List Line Items view tab.
4. In the Price List Line Items list, in the Volume Discount field for a product, select the volume discount you want to apply to that product.