Setting Up Order Level Discounts

Discounts are set up based on two fields on the Discounts form: Customer Type and Product Code. By setting up a relationship between these two fields, you ensure that whenever the system encounters the customer type/product code combination, it automatically assigns the discount listed on the Discounts form.

For example, to give all retail customers a four percent discount on items with a product code of FG, create a record with these entries:

Select Retail as the Customer Type (as set up on the Customer Types form).
Select FG as the Product Code (as set up on the Product Codes form).
Enter 4 as the Discount Percent.

When a CO line is added or updated, the system looks in this file after the item number is entered to check for an exact match between the customer's type and the item's product code, and an existing discount record. If a match exists, the discount percent on the line item is applied automatically. This match can be overwritten.

Note: This form applies only to regular customer orders, and not to blanket orders.

To set the discount using this form:

To add a new record, select Actions > New.
Specify the Customer Type, Product Code, Discount Percent, and a short Description.

This discount can be overwritten on individual customer order lines by changing the Sales Disc field.

Note: The discounts entered here apply both to regular orders and to estimates.