Using CPP to Calculate Quantity Breaks

Use the following procedure if you want to use Category Pricing Plans (CPP) as the vehicle to give more flexibility in calculating quantity break prices in the Quantity Break Maintenance (MQB) window. Because you use CPP as the vehicle, the many pricing calculation methods in CPP become available in creating quantity breaks.

Note that a CPP plan for quantity breaks is not a customer pricing plan – you’ll never assign such a plan to a customer account.  Rather, it is a special type of CPP plan that is created specifically for greater quantity break flexibility.

1. Set up one or more CPP plans in the Category Pricing Plans window.

Example of using a single CPP plan for a single qty break codeYou can set up a quantity break so customers get specific discounts when buying particular items in a particular quantity.  For example, you could set up a CPP plan called Q25, and indicate that items in department "2" get, for example, 5% off retail when buying 25 (you'll indicate the quantity of 25 in the MQB window), items in class "200" get 7% off retail when buying 25, etc.

Example of using multiple CPP plans and quantities for a single qty Break codeA more complex setup with more flexibility would be to set up a quantity break code with up to 5 different quantity breaks, each pointing to a different CPP plan.  For example, let's say you set up quantity break code 100.  On this code 100, you could designate a quantity of 25 pointing to CPP plan "Q25," a quantity of 50 pointing to CPP plan "Q50," a quantity of 100 pointing to CPP plan "Q100," and so on.  In each CPP plan, you'd designate the ranges of items that get the specified quantity break.  For example, in CPP plan "Q25," you could designate that items in class 222 with quantity break code 100 get a 5% off retail when buying 25, items in class 200 get 7% off retail when buying 25, etc.  Then you'd do the same thing for the other CPP plans (plan "Q50," "Q100," etc.). Finally, you'd assign this quantity break code (code 100 in our example) to any items which get any of the quantity breaks you set up in code 100 (quantity break at 25, 50, 100, etc.).

2. Set up a corresponding quantity break code in Quantity Break Maintenance.  In the Type field, enter "N" to indicate that the detail of the quantity break is set up in CPP.  In the #1 Qty field, enter the quantity break.  In the CPP Plan #1 field, enter the name of the CPP plan that corresponds to the quantity break you just entered.  

Note that you can use more than one CPP plan for the same quantity break code by using the subsequent CPP Plan fields (CPP Plan #2, CPP Plan #3, etc.), and subsequent Qty fields (#2 Qty, #3 Qty, etc.).

3. Assign the appropriate quantity break code to items in your inventory. Assign the code directly to an item in Inventory Maintenance (IMU) or use the Item Code Update Report (RICU) to assign a code to a range of items.

You can use the direct method, or RICU, or a combination of both, to update the Qty Break Code field. Continue with step 4 for instructions on how to directly update the code in IMU. Go to step 5 for instructions on how to use RICU.

4. To assign a quantity break code to a single item, display the Inventory Maintenance window, display the appropriate item, click on the Codes tab, and enter the quantity break code in the Qty Break Code field. Click Change.
5. To assign a quantity break code to a range of items, use the Item Code Update Report (RICU). Click here for the procedure.