Customer Discounts Table

OBJECTIVE

The Customer Discounts Table option allows the user to automatically manage discounts granted to a customer or a customer type for a product, a product type or a specific project when entering a purchase order or a sale.

This function replaces the Define Customer Pricing option. The processing is not only simplified but also more efficient.

 

PREREQUISITES

• Customer Management
• Catalogue Management
• Define Item Types
• Define Customer Types
• Configuration

 

ICONS

Only the icons specific to this window are defined in the table below.

Icon	Title	Used to
	List Generator (Ctrl + P)	Prepare lists based on the filters and data displayed on the screen for analysis purposes.
	Transfer Data to Excel	Extract data displayed in the Discounts grid and transfer it into an Excel file.
	Import an Excel file	Import data from an Excel file and transfer it into the Discounts grid.

 

STEPS

Enter a discount granted to a customer

maestro* > Invoicing > Maintenance > Customers > Customer Discounts Table

 

1. In the Customer Discount Table window, in the Filters / Default Values section, complete the fields to display the required information in the Discounts grid.

Field	Description
Purchase	Displays in the grid the discounts granted for a specific purchase.
Customer	Indicates the discounts granted to a customer.
Customer	Displays the discounts granted to a certain type of customer.
Product	Indicates the discounts granted for a certain product.
Product Type	Displays the discounts granted for a certain type of product.

2. Click the Filter Data According to Specified Parameters icon.
3. Enter or modify data in the Discounts grid:

Descriptions can be hidden by changing the grid’s configuration.

Field	Description
Purchase	Indicates the purchase order number for which a discount is applied.
Customer Code	Code that identifies the customer.
Customer Name	Displays the name of the customer.
Customer Type	Displays the customer type for which a discount is granted.
Customer Type Description	Description of the customer type.
Product Type	Indicates the type of product for which the discount is given.
Product Type Description	Displays the product type description.
Product Code	Define the code of the product for which the discount is granted.
Description	Displays the product description.
Start Date	Indicates the date on which the discount becomes effective.
End Date	Indicates the date on which the discount ends.
Min.Qty	Corresponds to the minimum required quantity to make the discount effective.
Disc. Rate	Defines the discount rate (percentage) applied to the price.
Disc. Amt	Determine the amount of the applicable discount.
Price	Indicates the new price. NOTE: Maestro* doesn’t take previous prices under consideration.
Cost Rates	Allows the entry of a percentage that will be added to the cost of the product when sold to a customer.
Customer Reference Code	Allows the entry of a reference number for the product for the customer. This number can be displayed on the invoice.

4. Click on Save.

 

See also

• Customer Order
• Invoice Preparation (W/O)
• Enter a Sale
• Invoicing – Point of Sale
• Ticket Invoicing - Quarry
• Ticket Invoicing - Concrete

Last modification: September 20, 2024