Worked example: one customer, three dates

Omar prices the same order for Café Aroma at three points in time to see how the rules change the price. The setup is described in the overview.

The order: 40 Ceramic Mugs, Business unit Bright Home Supplies, Main Warehouse, GBP.

1. 15 October (before the promotion)

Step	Calculation	Amount
Base price	Wholesale list, 40 is below the 50 break	4.50 × 40 = 180.00
Customer discount 5%	180.00 × 5%	−9.00
Volume discount	40 is below 50	—
Promotion	Outside 1–30 Nov	—
Gift box	0.25 × 40	+10.00
Tax 20%	(180.00 − 9.00 + 10.00) × 20% = 181.00 × 20%	+36.20
Line total		217.20
Freight	per order	+8.00
Rounding to 1.00	225.20 → 225.00	−0.20
Order total		225.00

2. 12 November (promotion running)

Step	Calculation	Amount
Base price	4.50 × 40	180.00
Customer discount 5%		−9.00
Promotion 10%	180.00 × 10%	−18.00
Gift box		+10.00
Tax 20%	163.00 × 20%	+32.60
Line total		195.60
Freight		+8.00
Rounding	203.60 → 204.00	+0.40
Order total		204.00

3. 12 November, 60 mugs instead of 40

Step	Calculation	Amount
Base price	60 reaches the 50 break	4.20 × 60 = 252.00
Customer discount 5%		−12.60
Volume discount 3%	60 ≥ 50	−7.56
Promotion 10%		−25.20
Gift box	0.25 × 60	+15.00
Tax 20%	(252.00 − 45.36 + 15.00) = 221.64 × 20%	+44.33
Line total		265.97
Freight		+8.00
Rounding	273.97 → 274.00	+0.03
Order total		274.00

Per mug before tax and freight: 4.525 in October, 4.075 with the promotion, 3.69 at 60 mugs.

4. Café Aroma gets its own price

From 1 December the administrator adds a customer base-price rule: Ceramic Mug, Café Aroma, 4.10.

Quantity	October list price	Now
40	4.50 (list)	4.10 (customer price wins)
60	4.20 (list break)	4.10 (customer price wins over the break too)

Discounts, surcharges and tax still apply on top of the customer's price.

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