TRAVERSE Global v11.1

Cost Breaks

Use the cost Breaks function to set up increasing discounts for items purchased from vendors as the quantity of your purchases increases. For example, you can set up a cost break ID that gives a 1 percent discount on purchases of 10 items, a 2 percent discount on purchases of 20 items, and a 3 percent discount on purchases of 30 items or more.

ClosedCreating a Cost Break
  1. Click the New button, on the toolbar, to open a blank cost breaks record.
  2. Enter a new break ID in the cost Break ID field.
  3. Enter a description for the cost break in the Description field.
  4. Enter the number of items you must buy before you can receive a discount in the Break Quantity field.
  5. Enter the amount or percent discount for each item after exceeding the break quantity in the Adjustment field.
    Note: Use a minus sign (-) to indicate a markdown or a plus sign (+) to indicate a markup.
  6. Select the type of adjustment from the Adjustment Type field: Percent or Amount.
  7. Click the Save button, on the toolbar, to save the new cost break.
ClosedEditing a Cost Break
  1. Select a break ID to edit from the Cost Break ID field.
  2. Edit the fields as necessary.
  3. Click the Save button, on the toolbar, to save any changes made.
ClosedDeleting a Cost Break
  1. Verify the cost break is not being used in any items.
  2. Select a break ID from the Cost Break ID field.
  3. Select the break quantity to delete from the Break Quantity field.
  4. Click the Delete button, on the toolbar, to delete the selected row from the Cost Break ID.
  5. Click Yes at the "Are you sure you want to delete selected record(s)?" prompt.
ClosedProduce a Cost Breaks List
  1. Select the print preview button () to preview the list of cost breaks.
  2. The preview report screen appears.
  3. Select the print button ( ) in the toolbar to print your list.