Path: Sales and Marketing > Sales Discounts

Image: Discount Details

Data Input

The user can query details pertaining to receipts giving;

• Sales Discount Number
• Status
• Customer
• Date
• All Locations
• Products             

And press <Find Transaction> Button.

(*) To give a sales discount Press <New Transaction> button.

 Type :

Select the type of Discount as an enterer will be allocating either on Quantity Basis or Value Basis.

This applies on:

When a customer purchases the certain Quantity of the product and over the Discount will be.

On the Other hand if discounts are provided based on the customers purchase value exceeding the specified amount, that will be Value basis discount.

Processed Once :

When the Discount given should only apply once, the user is required to tick the ‘Process Once’ check box. For such one off discounts there will be a special discount number allocated.

Effective From/To :

In default Effective From is the current date. However user can change the date  appropriately according to their requests/requirements. 

With that the User is required to specify the period at which the discount is to be effective.

Notes :

A suitable description pertaining to Discount can be entered.

Selected Products :

User can tick the cage. When the user requires to provide the discount product wise, user is required to input the “Select Products” that the discount can apply on. Once ticking the cage, user will get space to filter/select required products which discount to be put against.

(*) And Discounts can be given Product wise as well as Customer wise. 

PRODUCT :

Filter Products : Once pressing this link user would be able to filter products by supplier, Category or Brand.

Click the link to receive following fields:

Supplier :

The list of supplier would be appeared.

Select a supplier via LOV.

Category :

Select a category via LOV.

Brand :

Select a Brand via LOV.

<Search> :

Press the button to find against above criteria.

<Close> :

Press the button to quit from the box.

After specifying above as required, the user can select a product for which

discount to be given.

Clear All : Once this button is pressed, the entered and unsaved data will be reset and user requires to re enter such details.

After specifying above as required, the user can select a product for which discount to be given.

(*) This fields are not mandatory to be filled. Users can directly type in the names and the system will display a list from which the user will select from.

Once product/products are selected, that will be listed next.

Product Name :

The selected product’s Name is appears. And it is a deactive field which users can not ammend.

Unit : The Unit of measures defined in Product creation appears in this field.

Qualify Value :

The user has to enter the minimum amount of quantity to be Sold and the discount will apply.

CUSTOMER : 

Tick the Customer check box to proceed with the customer discounting allocation.

Filter Customers :

Click the Link to receive following Link :

Chain :

Select the Chain of the customers that this discount will apply to.

Category :

Select the category of the customers.

<Search> :

Press the button to find against above criteria.

<Close> :

Press the button to quit from the box.

Customer Name :

Select the customer for whom discount requires to be entered against.

Qualify Value :

The user has to enter the minimum amount of quantity to be     Sold.

Percentage :

Enter the Discount percentage to be set.

When a Discount is being entered and saved Properly, A number for the discount will be generated. This Discount then be in Enter level.

Next a User with approval Privileges is required to Approve/Cancel the Discount.

If Discount is approved, then the user with Authorize privileges is required to Authorize /Cancel the Discount.

Once Authorized the discount is applicable at selling the respective items/selling to respective customers.

See :Home > Sales and Marketing > Order Processing