Discount structure

Reference: List, Read-only

This list displays all of the Customer (Debtor) codes and / or Discount types (depending on the option chosen at the bottom of the list) for which Discount Structure specifications currently exist. As you click on each item in the list, the Discount Structure specifications that exist for that item are displayed to the right of the list.

The Customer / Discount type options at the bottom of the list determine whether the list displays Customer codes, Discount types or both.

Reference: Yes/no

These options determine which sets of discount structures appear in the Customer / Discount type list . By default, both options are selected, meaning that all discount structures will appear in the list

Reference: List, Read-only

All fields in the Discount Structure list are read-only.

• Code type: This shows the code type that is being used. It will be either item, Product group, Suppliers or Price group
• Code ID: The code ID represents either a record matching the selected code type or < ALL > records matching the selected code type. For a code type of item, this will be the Item code; for a code type of Product, this will be the Product group name ; for a code type of Supplier, this will be the Supplier code; and for a code type of Price Group, this will be the Price Group code.
• W/H: Information is under review for a new version and will be updated soon.
• State: Information is under review for a new version and will be updated soon.
• P1: Information is under review for a new version and will be updated soon.
• P2: Information is under review for a new version and will be updated soon.
• P3: Information is under review for a new version and will be updated soon.
• MSQ: Information is under review for a new version and will be updated soon.
• Disc %: For discount structures that specify a discount off list price as the pricing type, this column will display the applicable discount percentage.
• Fixed price: For discount structures that specify a fixed price as the pricing type, this column will display the applicable fixed price.
• Mark up %: For discount structures that specify a mark-up on cost price as the pricing type, this column will display the applicable mark-up percentage.
• Expiry date: This is the expiry date for the Discount Structure specification, after which the specification will not be used.

Reference: Mandatory

This section allows you to specify which customers to which this discount will apply.

• The specified customer (Yes/no): If you select Customer, then you must enter a valid Customer code in the Customer code text box.
• Any customer having the specified discount type (Yes/no): If you select Discount type, then you must enter a valid Discount type name in the Discount type text box.
• Customer code / Discount type (Text, QuickList): The text box for entering your key value (either Customer / Discount type ) supports a QuickList by either pressing the QuickList Hot Key or clicking on the button. Alternatively, you can leave the Customer code / Discount type text box empty. Doing so implies that the discount structure will apply to ALL customers or discount types.

Reference: Mandatory

This section allows you to specify which items the discount will be calculated on.

• The specified item (Yes/no): If you select the item option, then you must enter a valid Item code in the item code combo box.
• Any item within the specified product group (Yes/no): If you select the Product group option, then you must select a Product group code from the Product combo box.
• Any item within the specified price group (Yes/no): If you select the Suppliers option, then you must enter a valid Supplier (Creditor) code in the Supplier code combo box.
• Any item sold by the specified supplier (Yes/no): If you select the Price group option, then you must select one of the Price groups from the Price Group combo box.
• Item code / Product / Price group / Supplier code (Text, QuickList): The combo box for entering your Key type (either Customer type or Discount type) supports a QuickList by either pressing the QuickList Hot Key or clicking on the button. As an alternatively, the combo box for which ever code type you have selected can be left empty. Doing so implies that the discount structure will apply to ALL record for the code type. For example, selecting item and the code type and leaving the item code combo empty will mean that the discount structure will apply to ALL items.

Reference: Mandatory

• Price 1 (Yes/no): Information is under review for a new version and will be updated soon.
• Price 2 (Yes/no): Information is under review for a new version and will be updated soon.
• Price 3 (Yes/no):  Information is under review for a new version and will be updated soon.

Reference: Quantity

This field is not compulsory. If the field is left blank, no minimum sale quantity will apply. If the field is not blank, the discount is based on the Minimum sale quantity and will be checked when quantities change.

This can affect Sales invoices, orders and quotations.

Reference: Select from list

Information is under review for a new version and will be updated soon.

Reference: Select from list

Information is under review for a new version and will be updated soon.

Reference: Mandatory

This section allows you to determine how this discount will be calculated

• Discount off list price (Yes/no): If you select Discount on list price, then you must enter the relevant discount (as a quantity) percentage off the corresponding list price of any item used with this specification into the Discount text box.
• Mark up on cost price (Yes/no): If you select Mark up on cost price, then you must enter the relevant mark up (as a quantity) percentage on the corresponding cost price of any item used with this specification into the Mark up (%) text box.
• Fixed price (Yes/no): If you select Price, then you must enter the fixed price (as a currency value) of any item used with this specification into the Fixed price text box.
• Discount % (quantity): Information is under review for a new version and will be updated soon.
• Expiry date (Date, QuickList): This is the date after which the Discount structure specification becomes invalid and no longer used in price calculations. A Discount Structure specification that has expired will not be removed automatically from the Discount Structure system.