Retailer allows users to set trade prices for stock and allow specified trade customers to receive those trade prices for purchases.

Before following the steps below, we recommend you perform a backup of your data. 

Enable Trade Pricing

1. On the top menu bar of Retailer, click on Setup -> System.
2. Click on the Stock tab.
3. Tick Allow Trade Prices.
4. Click Save.
   

Calculate Trade Prices

This process updates the Trade Price for stock items in bulk, saving you time from having to change prices for each individual item.

1. If you're enabling trade pricing for the first time, it will instantly take you to the Update Prices per Department screen. If not, you can access the same screen through Utilities -> Update Prices per Department.
2. The following warning screen will appear. Click Yes to confirm.
   NOTE: This utility changes prices in bulk and if done incorrectly, can be difficult to recover from. If you have any uncertainties regarding the steps below, contact Tower Systems Support before proceeding.
   
3. In the Calculate Prices screen:
• Select Calculate Trade at the top.
• In Markup Calculation Type for each department, select between Apply Markup to Cost Ex or Apply Markup to Sell Ex.
• In This Markup, enter the percentage of markup to apply.
• When finished, click Update Prices.
• The following warning screen will appear. Click Yes to confirm.
• When the process completes, Retailer will display the number of items affected.
• Click Save and Close.
  

Trade Prices can also be updated in bulk using Bulk Price Changes and Stock Manager

Setup Trade Price Markup rules

1. Each Department and/or Category can have a Markup percentage set for calculating the Trade Price. This is used for new stock items or when the stock item's price changes in Invoice Arrivals or Stock Screen.
   
2. From the Main Screen of Retailer click Stock -> Suppliers & Departments or Stock Maintenance -> Suppliers & Departments
   
3. Use the Magnifying Glass button at the bottom to search for a Department.
   
1. After selecting a Department, you can set a Markup percentage for a Category by switching to the Categories tab
   
4. Next to Trade Markup %, enter a Markup Percentage. Select a Markup Calculation Type, Percentage Off Retail or Above Cost Inc
   
5. Click Save
   

Creating a Discount Profile

Setting up trade customers involves creating a discount profile to use trade prices before assigning customers to that discount profile.

1. On the top menu bar of Retailer, click on Setup -> Customer.
2. Click on the Discount Profiles tab.
3. Click on Add.
4. In Profile Code, type in the next number in the sequence.
5. In Description, type in a name for the discount profile.
6. In Discount Percentage, type in a discount amount:
• If you want trade customers to use the actual trade prices, set this to 0.
• If you want particular trade customers to receive a discount off the actual trade prices, set the discount percentage to use.
7. Tick the Trade Prices tick-box for the discount profile.
8. Click Save and Close.
   

Set Up Trade Customers

Once a discount profile has been created, trade customers then need to be created and set to use that particular discount profile.

1. From the main screen of Retailer, click on Customers.
2. Click on the magnifying glass to search for a particular trade customer. If the customer does not exist, click the Add button to create a new customer. Click HERE for instructions on adding a new customer.
3. Back in the Customer Screen, click on the History tab on the bottom-left.
4. In Discount Profile, select the discount profile from the down-down box.
5. Click Save.
   
6. If the customer had an existing discount profile, the Update Customer Discount Profiles screen will appear. Set both options to Reset and click OK.