How do I Set Account Pricing for a Customer?
Contents
Summary
This article explains how you can set individual customers to have a discount on a range of parts or a global discount over everything. Also it will talk you through how to set individual items at individual prices.
More Information
The methods of pricing are as follows :
Global Discounting Method
To give a Customer a Global discount (Set % Discount off everything) you will need to:
- Go to " Sales Ledger Customer File Maintenance Add or Edit Customers".
- Type in the Customer's "Name/Postcode/Account Code" on the "Search on:" field and click [Search] to bring the record up.
- Click on [Edit] to edit the account in question.
- Click on the "Invoicing" Tab.
Blanket Discount
A "Blanket Discount" is Global in the system and is calculated on the Nett Total of the invoice so it will not allow for various percentages for different items as it is a "Blanket Discount".
- On the "Discount mode:", select 'Blanket'.
- On the "Discount:", enter the discount percentage for this customer. This can however be changed at the time of invoice.
- Once the discount details have been entered, press <Esc> and click [Accept] to accept the Discount change.
Settlement Discount
A "Settlement Discount" is similar to the "Blanket Discount", in the way that the discount applied is Global. The discount is applied such that the VAT on the document is calculated after the discount percentage has been taken off the Nett figure, but the original Nett is used in the calculation of the invoice total. The full discount can be taken if the invoice is paid within the settlement terms. This settlement date is then stored on the transaction file.
- On the "Discount mode:", select 'Settlement'.
- On the "Discount:", enter the discount percentage for this customer. This can however be changed at time of invoice.
- On the "Settlement Prd.:", enter the default settlement period in days during which the payment must be received in order for the discount to be applied. This can be changed at time of invoice.
- Once the discount details have been entered, press <Esc> and click [Accept].
Stock Group Pricing
You can create pricing based on specific groups of stock. See How do I Create a Pricing Matrix for a Customer?. You can also access this screen from the [Stock] tab of the customer record by pressing Template:Key-Press.
See also
- How do I Create a Pricing Matrix for a Customer?
- How can I give discount on stock items?
- How do I Set up Price Codes?
- How do I create an internal account?
- How do I create a warranty account?
- How do I Change Prices in Platinum?
