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Fastbase Accounting System - Online Manual

Customer Discounts

Document 103052/1

Entered Tue, 1 Apr 2003 14:40 by Peter Campbell
Updated Tue, 17 Aug 2010 11:26
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This screen is used to enter discounts by individual product and product type for the selected customer.

To enter a new discount select the "New Part" or "New Type" discount button.
Fill in the details as required and click "Save".

Customer Part Discounts

You will be prompted for the part number and special price or discount% among other things. You must also enter an expiry date for this discount. A Supplier Rebate isn't really a discount for the customer: it applies to the cost of sales as a Cost Variance so is in effect a discount for your company.

Product Type Discounts

You will be prompted for the product type and discount% among other things. You must also enter an expiry date for this discount. See Stock Types for specifying product types.

Product type discounts can also by specified including the product code (see Utilities - Codes). This option, set setup(discounts_by_code) is defined in the setup file, see Setup.dat - Customer for details.

Discounting Rules

To determine the discount or price for a part FastBase first looks for a discount on the specific part, if found this is used and it overrides everything else.

If no discount (or special price) is specified for the part then the system looks for a discount on the product type, if this isn't found the system looks for a discount on the product type in the customer type discounts table (see Customer Types). If no discount is found then the customers default discount% is used.

When a discount% is used the system also looks at the product quantity break discounts (see Part Discounts). If no discounts are defined the system looks at the product type quantity break discounts also. A maximum discount% can also be specified and a part can be set as non-discountable.