Customer discounts allows the set-up of individual discount details for each customer. In order to have a discount code created the customer must have a valid Sales Ledger account code. Each customer can then have a specific discount set up across the entire range of vehicle hire groups, or, different discounts for each individual vehicle hire group.
Note: The SL Account code is the first field selected within an agreement. It is searched for using a Marketing/CRM record search but the CRM/Marketing record and SL Account are linked.
To access customer discounts:
From the Master Menu, select the Vehicle rentals option and Company required.
The VEHICLE RENTALS menu is displayed.
Select Miscellaneous options.
The MISCELLANEOUS OPTIONS menu is displayed.
Select the Customer discounts option.
The Customer Discount Percentages form is displayed.
The Customer discount percentages form is displayed when the Customer discounts option is selected from the MISCELLANEOUS OPTIONS menu.
Note: In many instances customer discounts are generated using the alternative method of creating Customer specific charges/rates. However, this method is useful if there is a requirement for allocating a fixed percentage discount to the customer.
Create: Click the Create button to initiate the creation of a new discount table. Once taken, the existing records which are displayed are cleared and the cursor is taken to the Account Code field.
Sales Account: Select the SL account code for the customer required.
Group code: The hire group code for which the discount is valid. Enter the required group code (up to four characters).
Tip: Type a code of XXX to enable the discount to apply for all group codes which are not otherwise mentioned on this table for this customer.
If a customer only attracts 5% discount on group C vehicles then only one entry needs to be made in the table for that customer.
If the customer normally receives 10% discount on all groups, but 12.5% discount on group C then two entries are required. One entry should contain XXX and a value of 10% in all columns, and the second will identify group C and contain a value of 12.5% in all columns.
Note: Selection of a group code of XXX does NOT affect all group codes beginning with the letter C.
Hourly discount percentage: The percentage discount to be allowed against any hourly rate made against this customer for the vehicle group(s) identified.
Daily discount percentage: The percentage discount to be allowed against any daily rate made against this customer for the vehicle group(s) identified.
Weekend discount percentage: The percentage discount to be allowed against any weekend rate made against this customer for the vehicle group(s) identified.
Weekly discount percentage: The percentage discount to be allowed against any weekly rate made against this customer for the vehicle group(s) identified.
Monthly discount percentage: The percentage discount to be allowed against any monthly rate made against this customer for the vehicle group(s) identified.
COMMAND BUTTONS:
Create: Creates the record just edited.
Cancel: Cancels the creation of the record; it does not store the last record and closes the form.
Delete: Deletes unwanted discount records. The system requires that the Delete command button is selected a second time as confirmation.
Exit: Exits the option and return you to the Miscellaneous menu.
Help: Displays online context-sensitive help using the default browser.
