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In-Line Discounts: - The root problem is deeper than the discount. It shows up in the taxes. - All existing math and reports use the “item price” times the “line quantity” to get the “item price extended”. This value is huge and is part of revenue and other reports. I would recommend not changing that field, due to how deep it is already entrenched. - We could add new columns such as: o Original list price o Original list price extended o Use in-line discount o In-line discount per line o In-line discount extended o In-line discount percentage o Discount campaign (added 10/22) In-Line Discounts per line item continued: Think about: - Stock/units - eCommerce - Restore to cart - Cart - Invoices - Quotes - What about removing a line item? - What about voiding things out? - Remember advanced add & edit to cart - Recipe/builds? - What about my cart favorite buttons? - What about discounts per line item? - What about discounts, cart as a whole? - What about returns & exchanges? - Hidden lines - Reports - Profit per line – invoices, quotes, and cart - Discount calculator - Edits - Bulk edits - Discounts on discounts - Update existing records - Servers - Add new corp - Script updates - Special code for “discounts” hardcoded - Discounts by customer type - Bulk updates per customer type - Steve’s idea to help cascade the discount campaign to existing customer types - Discount rate per customer - Help files - News & updates - Training - Settings - Exports to Excel - Icons - Validations - Flags for applied o 0 = no o 1 = % off o 2 = $ off total o 3 - $ off per - Converting old line by line to in-line per line (lots of lines) - Wholesale - Custom reports - Timelines??? - PO’s - PDF’s In-Line Discounts per Line Item: (See scans in photo gallery) Math for calculating discounts: % off: - Get # ____(given) %, take list price ($___ given) per times ____% = discount per $ ___ (calc), take the discount per $___ (calc) times the quantity (given), get the extended discount $___ (calc). - Do a second check using the extended list price $___(calc) times ___% = the extended discount $___ (calc). Compare the results extended discount / extended calc to extended discount/per calc. The rounding error goes in favor of the extended calc bigger value times the %. Discount $ off total: - Start with the total $’s off $___(given) – reverse the math, take the total $’s off and divide by the quantity: total $ off (given)/quantity. Check for division by zero, this gives you the discount per $___(calc). If you wanted, you could compare discount per to extended discount (simple math to compare). Next you take the total $’s off $___(given) and divide by the extended list price: total $ off / extended list $ (calc/given). Get calc___ number as a decimal. Times that number by 100 to get the percentage: decimal(calc) x 100 = ___% Discount $ off per: - Start with the $ off per $___(given) – Take that number times the quantity to get the total extended discount: $ discount per (given) x qty (given) = $ extended discount (calc). Next take the total $’s off – $ extended discount (calc) and divide by the extended list price: $ total off / $ extended list = get decimal – take this decimal (calc) times 100 to get the %: decimal x 100 = ___% In-Line Discounts per Line Item: (Math calculations table – See scan in photo gallery) - Qty (either sign) – given - Cost per (positive) – given - Extended (either sign) – simple math - List price per (positive) – variable but given - List extended (either sign) – simple math - Discount $ per (positive) – 3 way - Discount extended (either sign) – 3 way - Discount % (positive) – 3 way - Item price after discount per (positive) – simple math - Extended after discount (either sign) – simple math Examples – numbers – see scan in photo gallery Discounts are a 3-way decision: • Discount $ off per? • Discount $ off total? • Discount % off? • Might need a rounding error – see line #2 |