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#48387 - 12/29/15 01:20 PM Order Entry - Discounts by Detail Line
Samuel Kopstick Offline
Adagio Virtuoso

Registered: 06/15/07
Posts: 895
Loc: GTA & North America (Remote Su...
Working with a prospect.

Order Entry - we would like to enter a % Discount per line item.
I am looking at the Invoice that they currently print from BV, and the detail lines include that following columns:
- Qty Ordered
- Qty Shipped
- Unit Price
- % Discount
- Extended Amount

Is there any way in OE that we could enter a line discount? (This would have to be at the Detail level, as their Invoice shows different discounts for different SKUs.)
_________________________
Samuel Kopstick
S Kopstick & Associates Inc
Toronto, ON

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#48403 - 12/30/15 09:57 AM Re: Order Entry - Discounts by Detail Line [Re: Samuel Kopstick]
Brian Stief Offline
Waterloo Guy

Registered: 04/04/06
Posts: 1713
Loc: Waterloo, Ontario, Canada
Hi Sam,
When we see discounts situations on a line items, the scenario is a discount from a base, and they will have set discounts either by the quantity or customer type (that Adagio supports very well).

So you set up the parameters that could be offered as line item discounts, and if you use the alternate price list codes, the options are endless.

You define the discount and you can see the discounts available by line item when you click on the prices button (at the side) on the items detail screen. Use the D09 specification code for your sales order\invoice specs, and this can work very well.

What you cannot do is allow just entering a random discount amount on any item, but we rarely see anything like that with line item discounting. You are limited to 5 discounts per price list code, after the 5 discounts on items without alternate price list codes. So your discounts from base are set up as % for each item.

What we often see it that each customer will have established discounts by line item.

For your invoice specs, you can report the unit price as the base price with the % discount, and extended net discounted total or it can be the net discount price. We have seen either situations used in Adagio.

Best,
Brian
_________________________
Brian Stief,CPA,CA
Stief Group www.stiefgroup.com
Link2 Systems www.link2systems.com
800.540.3164

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#48415 - 12/30/15 10:28 PM Re: Order Entry - Discounts by Detail Line [Re: Brian Stief]
Terry Pennock Offline
Terry

Registered: 06/25/02
Posts: 276
Loc: Campbell River, BC
Hi Sam,

CounterSales provides the ability to offer line discounts and report them on them on the invoice as a % or dollar amount. Depending on their requirements, CounterSales may be an option.
_________________________
Terry
IMS Island Microsystems Ltd
250 287-9874
terry@islandmicro.com
www.islandmicro.com

IMS Applications:
CounterSales . JobTracker . POTracker . LabelPrint . LotTracker . SerialTracker . IMScheduler . ReportGen
JobTracker can now use ServiceTracker to track jobs performed on Equipment and Machines.

Call for more information on our applications or to arrange a Demo.

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#48450 - 01/04/16 02:40 PM Re: Order Entry - Discounts by Detail Line [Re: Brian Stief]
Samuel Kopstick Offline
Adagio Virtuoso

Registered: 06/15/07
Posts: 895
Loc: GTA & North America (Remote Su...
Brian:
Yes, I see that we may be able to handle this with the five levels of discounts, and that we are able to print the % discount applied with D09.
Thanks for taking the time to respond and for your input.
Samuel
_________________________
Samuel Kopstick
S Kopstick & Associates Inc
Toronto, ON

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