Automatic wholesale prices: how to set up discounts based on product quantity

To implement automatic price changes depending on the quantity of goods (retail/wholesale) without manual recalculations, Torgsoft provides several mechanisms. The main tool for your request is the additional option «Wholesale Price Policy», but there are also basic settings for simpler scenarios.

Here is a detailed instruction on how to configure it, based on the sources:

1. Using the «Wholesale Price Policy» option (the most flexible option)

This feature allows you to create a multi-level pricing system in two ways, for example:

• as a discount on the product from the retail price (from 5 pcs. — 5% discount, from 10 pcs. — 10% discount, from 20 pcs. — 20% discount).
• as a markup on the product from the accounting (purchase) price (from 5 pcs. — 50% markup, from 10 pcs. — 45% markup, from 20 pcs. — 40% markup)

The price in the sales document will change automatically as soon as you enter the corresponding quantity of goods.

Terms of use:

You need to set the switch in the menu item Settings — Parameters — Discounts — next to "Sales Conditions Settings" — "Advanced", click the "Settings" button — in the "Advanced Mode Settings" window, enable the "Apply discounts to wholesale sales" switch.

• Activation of the paid additional feature «Wholesale Price Policy» (Code 021) is required.

• By default, customer discounts (discount cards) do not apply to goods covered by this policy, but this can be changed in the settings.

How to configure:

1. Enable it. Go to Settings — Parameters — the Accounting tab. In the field «Switch from retail prices to wholesale prices depending on quantity», select «Use wholesale price policy». Click «Save» and restart the program.
2. Create rules. Go to the menu Marketing — Wholesale Price Policy.

• In the upper part of the window, first select the required value in the "Price Calculation Method" field, and then add the «Product Type» branch to which the rule will apply (for example, "Socks" or "Hardware").
• In the lower part of the window, create transition thresholds: click Add, specify the name (for example, "Small wholesale"), the required quantity (for example, 10 pcs.) and the discount or markup amount (from the retail or purchase price), depending on which Price Formation Method was selected.

3. Apply it. Click the Generate wholesale prices button so that the program calculates prices for all goods in the selected group.

2. Using one transition threshold (basic option)

If you need only one transition (for example, when purchasing more than 5 units, the price becomes wholesale), you do not need to buy the additional option and can use the basic functionality.

How to configure:

1. Go to Settings — Parameters — Accounting.
2. In the «Switch from retail prices to wholesale prices depending on quantity» field, select «Use one transition threshold».
3. In each product card, fill in the «Wholesale quantity» field. Specify the quantity at which the price should automatically change to the wholesale price.

3. Automatic prices for wholesale customers

If you have customers who must always receive goods at wholesale prices regardless of quantity, you can configure this through the customer card.

How it works:

• In the customer card (Marketing — Customers), set the «Trade Type» field to «Wholesale».
• In the parameter settings (Settings — Parameters — Parameters tab), check the «Priority by trade type between accounting center and customer» setting. If «Customer» is selected, then when scanning this buyer’s card, the program will automatically switch to wholesale prices.

Important nuances

• Priority. Wholesale price policy prices apply to the entire retail network. Even if the retail price differs across stores, the wholesale price calculated by the policy will be the same.
• Restriction. You can prohibit switching to wholesale prices in a specific store. This is done in the menu Settings — Retail Network — Accounting Center (the checkbox «Prohibit switching to wholesale prices depending on quantity»).
• Individual exceptions. If you do not want to apply the general policy to a specific product, you can open its card (through Stock Status), click the Wholesale Prices button, and manually adjust or delete the thresholds for that specific item.

Thus, for automatic price changes without seller involvement, the best option is the «Wholesale Price Policy» feature, which allows you to configure flexible quantity thresholds for different product groups.