The Discount percent manager is used to apply discount to labour and parts lines. It displays all available lines from the WIP except Fixed parts and labour lines, and Deleted lines. Lines already discounted but not fixed will also be available for selection. The lines displayed are then selected and the discount value applied. It is possible to see the calculated totals before you load the discounts to the lines on the WIP.
It is only possible to edit the discount percentage if you have a priority equal to or greater than the priority specified in the Price edit field on the Parts 1 tab of the Flags-Priorities POS parameters and the Labour price edit parameter on the Labour tab of the Flags-Priorities POS parameters.
Note: If discount is already allocated to the lines on the WIP, the discounts on the WIP will be overwritten with the new values from the Discount Percent Manager.
Create a Point-of-Sale WIP and add labour or parts lines in the normal way.
Right-click the Disc% column header on the WIP.
The Discount percent manager form is displayed.
Select the lines to be discounted. This can be done in one of two ways:
From the Display drop-down menu, select the lines to be discounted.
In the first column of the grid, tick the lines that you want to discount.
In the Apply field, enter the discount percentage and click the Calculate button.
The totals are calculated and displayed in the grid, together with the total amount of discount to be given.
Tip: To view the amount of discount to be given to the labour lines or part lines, select the Labour lines or Part lines options from the Display field.
When you are happy with the values, click the Apply button to load the discounts onto the WIP.
This form is displayed when you single right-click the Disc% column header on the WIP. From this form you can apply discount to all lines, labour lines or parts lines.
Note: If you have a foreign currency account on the WIP this form displays only the values and the lines for that currency. The Currency code is also displayed in the form header.
Display: Select the required option from the drop-down menu to limit the display in the grid to all lines, labour lines, part lines or menu line. This enables you to apply discount to, and view totals for, the displayed lines only.
A warning appears in the top right hand side of the form to warn users that a fixed price menu exists on the WIP. This is because the system will override the fixed flag on the menu header and allow the user to discount the menu anyway (you are not allowed to discount a fixed labour or parts line).
According to the selected display option, the appropriate lines are displayed in a grid. For each line, the following details are summarized:
Tip: To apply discount to selected lines, tick the first column of the grid to indicate the lines to which you want to apply a discount.
Flag: Selected line number of the WIP.
Line: Line number of the WIP.
Product: Part number or RTS code.
Description: Description of the product.
Disc%: Percentage of discount allocated to the line.
Note: When more than one RTS company exists a new drop-down menu will be available. This will enable you to define by RTS company the discount to be applied for that company.
Whole wip:
Apply: Enter the percentage of discount to be applied.
To: Select the lines to be discounted from the drop-down menu. The number of options available depends on which lines you have selected (ticked) to discount:
Every line displayed: If you have not selected individual lines to discount, this is the only option available.
Selected lines: If you have selected individual lines to discount, this option is also displayed and automatically selected.
Button:
Calculate: Calculates the totals including the total discount to be applied to the lines.
A summary of the totals is displayed in a grid. These totals are automatically adjusted when you click the Calculate button according to the discounts applied. The values displayed are as follows:
Number of discounted lines: The total number of lines to which discount is applied.
Goods total: The total value of goods, excluding VAT and discount.
Vat total: The total value of VAT.
Gross total: The total value of the goods, including VAT.
Total discount amount: The total amount of discount to be applied to the selected lines.
Buttons:
Reset (If installed): Where lines have previously had discounts applied or the fixed price flag is set, clicking this button will zero the discount and uncheck the fixed price flag on the selected lines. Click the Apply button to complete the process.
Note: When selecting lines to reset using the Flag column you cannot mix Fixed price and Unfixed price lines.
Apply: Applies the discount given to the lines and loads them onto the WIP.
Cancel: Cancels the operation.
Help: Displays help on the current application using the default browser.
Displaying a Full Valuation, Applying a Discount or Loading an Adjustment Part
Service Point-of-Sale Operation
