In this section you will learn more about Customs Forms.
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Estimated Time to complete: TBD
Requirements & Solution Author: Petr Rys
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Product Discount Data Management Custom Form allows user to perform these tasks:
Change Data
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→ select a table
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and change values
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within the table
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without adding
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new rows.
Add new Product Group
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→ add a new group,
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assign it to
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a product family,
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and assign all the required discounts for
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different levels. It is important that the discount for each additional level
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is greater than or equal to the discount for the previous level; otherwise,
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the validation process will fail.
Add a product family
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→ reassign product groups to reflect
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a new product family.
Add new discount level to existing product family
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→ create new discount levels
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for an existing product family. The levels must be continuous
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, starting from level 1
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at 0 Min Revenue. Each additional level
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must have a minimum revenue greater than or equal to the previous
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level. Users can assign new discounts for these new levels
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, ensuring that the discount for each additional level
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is greater than or equal to the discount for the previous level; otherwise,
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the validation
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will fail.
Learning Outcomes
At the end of the Lab, you should be able to:
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Note that you may have to check what values are assigned to each level. To avoid missing out any fields, the system displays warning icons which disappear once the field has been filled out. You can add as many discount levels as you need. Check out our documentation to learn more about discounts.
If you go to Company Parameters by clicking the third icon from the left in the top right corner, under Categories> Custom Form, you can check your newly created form. |
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