Summary
This report shows the details of a selected deal that exists in Perenso in a printable order form format. Only deals using the "Minimum Order" option as a trigger are currently supported. Only the following discounts are currently supported: % Off List Price, Free Stock Per Product and Fixed Price. Any other discount type within a deal is currently not shown.



Report Location 

Report Category: Lists

Report Sub Category: All

Report: Deal Order Form



Report Sample



Parameters 

  • Deal
  • Price List 



Requirements for report 

  • Report Config has been done in Administrator for "Group" parameters to show data / work 
  • Company Name, Address, Phone, Email, Fax and logo have been configured correctly in "General Configuration" in Administrator
  • Deal exists in Perenso



Sort Order 

  • Description 



Column Details 

All fields in the header of the report are left blank (intended to be filled in by the account) 

  • Product
    This column returns the Perenso "Product ID" of the all products in the selected deal.

  • Description
    This column returns the "Product Description" of the all products in the selected deal.

Only the following discounts are currently supported: % Off List Price, Bonus Stock Based on the Quantity Ordered of a Product and Fixed Price.

  • Min Order
    This column returns the trigger for the discount the product is assigned to.
    For example:
    image2015-12-14 13:57:16.png

    This would return a "Min Order" of "1 Unit" in the report.

    or
    image2015-12-14 13:57:51.png

    This would return a "Min Order" of "$500" in the report.

  • Reg Unit Price
    This column will return the current price for the product based on the selected "Price List" parameter.

  • Discount
    This column will return the description of the discount the product is assigned to. In the case the product is assigned to multiple discounts in the deal (multiple sets or there are multiple levels of discounts for the product) then each discount is shown as a new line.
    For example:
    Example 1
    image2015-12-14 14:0:29.png

    This would show as "8% Discount" in the "Discount" column.

    Example 2
    image2015-12-14 14:5:6.png

    This would show one level of discount for 144 Units and another for 72 Units as per "Product C" below.
    image2015-12-14 14:7:51.png

  • Net Discounted Price
    This column is a calculation based on the discount.
    For example:


  • Order Qty
    This column is left blank (used for the account to fill in details).

  • Notes
    This section returns the "Notes" section available within the Deal update screen.
    image2015-12-14 15:15:11.png

  • Ordered By
    This column is left blank (used for the account to fill in details).

  • Signature
    This column is left black (used for the account to fill in details).

  • Company Name
    This is populated by the "Company Name" field in Administrator. This is found in System Config > General.

  • Phone
    This is populated by the "Phone" field in Administrator. This is found in System Config > General.

  • Fax
    This is populated by the "Fax" field in Administrator. This is found in System Config > General.

  • Email
    This is populated by the "Email" field in Administrator. This is found in System Config > General.