Creating Buy and Sell Groups

A product group is a set of products that share a common pricing scheme.

Create price lines and buy lines before defining buy groups and sell groups. If you try to define a buy group or sell group before defining your price lines, the system prompts you to create a price line on the fly. After creating price line and buy lines, create paper lists of the buy and sell groups that will be part of each buy line and price line. Refer to the list when creating buy and sell group IDs in Buy/Sell Group Maintenance.

To create a buy or a sell group:

From the Maintenance >Price Maintenance menu, select Buy/Sell Group to display the Buy/Sell Group Maintenance window.

In the Group ID field, click the New Group button, enter an ID for the buy or sell group, and click OK.

Note: To display an existing buy or sell group press F10 to display a list from which to select. For more information, see Assigning a Group ID to a Buy or Sell Group.

In the Description field, enter a description of the buy or sell group.

In the Price Line field, enter the price line to use with this group.

In the Representative Product field, enter the representative product for each sell group.

In the Group Price Unit of Measure field, enter the unit of measure to use when setting up a matrix cell with quantity breaks for the sell group, and when assigning the G (Group Quantity Break) matrix type in Sell Matrix Maintenance.

In the Group Type field, assign a group type to this buy or sell group. Group types are used for reporting purposes and are defined in the Valid Buy/Sell Group Typescontrol maintenance record.

In the Combo Group field, enter the name of the combination group if this group will be part of a combination group.

In the Combo Contributor field, select how to handle the quantities, if items in this group are part of a combination group.

You have a customer who gets quantity break pricing for all copper products, except on small copper pipe hangers, which cost very little. The quantity break level is 600, and the customer orders 500 elbows and 1000 copper hangers. Enter No, do NOT... in this field to keep those 1000 hangers from contributing to the quantity that determines the break level. This ensures that the customer would not earn a quantity break for a lot of inexpensive items.

In the Minimum Price Basis field, enter the global basis to be used to determine the minimum sell price for a product.

The system checks the product's sell group first for a Minimum Price Basis. If a basis field is not selected, the system checks the Price Line for a Minimum Price Basis.

The Minimum Sell Basis represents the minimum price a user can use when overriding the sell price to the customer. This check occurs before any GP% check that could be set up in the system.

In Sales Order Entry, if a user tries to manually override a selling price using the Unit Price field, the GP% field, the Subtotals option, or Job Bid Maintenance, the system compares the price entered to the price specified in the Minimum Sell Price field. The user cannot change the price to be less than the minimum price defined.

Note: You must have the SOE.MIN.SELL.PRICE authorization key assigned in order to manually override the minimum selling price for the item in Sales Order Entry.