Sales Discount processing allows multiple sales discounts on a single order line. This applies to the following processes:
Enter a Sales Order - sales order, sales quote, layaway order, multi-ship master
Enter an Exchange - sale portion
Enter a Service Order - parts, labor, charges
Sales discounting also includes a feature that can be used to automatically apply line discounts according to an established daily discounts schedule. The Auto-Apply process is only applicable when using:
Enter a Sales Order (sales orders, sales quotes, layaway orders, multi-ship orders)
Enter a Quick Sale
In order to use the auto-apply process, you must establish a Daily Discount Schedule that can be applied to orders for that date. The discount schedule includes:
The ability to assign all sales discounts that qualify for the date of the Daily Discount Schedule.
The ability to set the sequence of how each discount in the Daily Discount Schedule should be applied. This is referred to as the Order of Operation.
The option to designate multiple discounts as a group, meaning that once a discount from a group is applied to any line of the order, it disqualifies all other discounts in the same group for that order. This is referred to as a Discount Group.
The option to set discounts as ineligible, meaning that although they qualify for the day, they should be ignored by the Auto-Apply process.
To start or suspend the Auto-Apply process, you must have a discount schedule established for the date of order. You then use the following Actions options available from within Enter a Sales Order and Enter a Quick Sale.
Start Automated Line Discounting – This action applies the discounts using the Daily Discount Schedule and starts the Auto-Apply process.
Suspend Automated Line Discounting - Remove Discounts – This action removes all line discounts from the order and suspends the Auto-Apply process.
Suspend Automated Line Discounting - Retain Discounts – This action suspends the Auto-Apply process while retaining the discounts on the order. This action requires a special security setting.
BOGO Discount - A Buy One Get One discount is only eligible for an order line when another line exists on the order that has both a quantity and unit price equal to or greater than the order line. Once a line has received a BOGO discount or is used as the source to qualify a BOGO discount for another line, it is disqualified from being used as the source of any other BOGO. In order to use this type of discount, the "Discount is a" field in Sales Discount Settings must be set to Percent.
Allocated Dollar Discount - This sales discount is a fixed dollar amount that is allocated proportionally to all lines where the discount has been applied based on the unit price. If an order line containing an allocated dollar discount is deleted or the discount is removed from the line, all other lines containing the discount are recalculated to reach the amount. If no other lines contain the discount, the discount is removed and no other action is taken. If the summary of the unit price of all lines applied is less than the discount, all lines are discounted 100%, resulting in a line extension of zero. The remainder of the discount is discarded.
Apply to Additional Purchase - This sales discount can be applied to any order line after the total of all other order lines meets or exceeds the Minimum Eligibility Required Amount/Quantity. Once the discount is applied to a line, the amount or quantity of the line is no longer included in the total used to qualify other lines. Non-inventory order lines are not included in the amount used to qualify a discount's minimum eligibility.
Sales Discount Settings - Establish line discounts that can be applied as promotional discounts.
Point of Sale Control Settings - Control how discounts are to be applied and whether or not discounts can be automatically applied using a Daily Discount Schedule.
Create a User/User Group Sales Security - Use the security settings to determine who can use the Auto-Apply feature, apply manager discounts, and override sales discount restrictions.
Create/Maintain a Daily Discount Schedule - Create and maintain a discount schedule for each day. This schedule is used with the Auto-Apply process.
Enter Multiple Discounts Per Line - Apply or maintain multiple line discounts on a single line.
Enter Discounts on Multiple Lines - Apply/remove a discount to multiple lines on the order at once.
View Order Discounts - View a ledger of how all sales discounts have been applied to the order.
Enter a Sales Order - Enter multiple discounts per line, start or suspend auto-apply, enter a discount on multiple lines, view the discount schedule applied to the order, and view a ledger of how discounts were applied to the order.
Enter a Quick Sale - Enter multiple discounts per line, start or suspend auto-apply, enter a discount on multiple lines, view the discount schedule applied to the order, and view a ledger of how discounts were applied to the order.
Enter an Exchange - Enter multiple discounts per line, enter a discount on multiple lines, and view a ledger of how discounts were applied to the order.
Enter a Service Order (Parts, Labor, Charges tabs) - Enter multiple discounts per line, enter a discount on multiple lines, and view a ledger of how discounts were applied to the order.
Enter a Return - When merchandise is selected to be returned, the system determines whether or not the returned line was used to qualify the discounts for other lines on the order. If so, and the affected lines are not also being returned, a message displays stating the reason that the return disqualifies the discount. Users with permission via user/user group sales security can continue with the return of that line, or if they do not have the necessary security, obtain a manager's override to return the item and retain the discount.