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Discount Questions and Answers
Questions & Answers
- Q. - My customer was setup today
to get a 2% discount but their statement doesn't reflect any discounts.
- A. - All discounts are given based on the customer discount
percentage at the time of invoicing. All previous orders received
the original prompt pay discount 0.00% (zero). New orders receive
the current percentage of 2%.
- Q. - I give my customers a 10%
discount on their purchases but this customers statement only shows a 9.57%
discount.
- Check the inventory items and one or more has been flagged as
non-discountable (IU 4, discount y/n). Any item that is tagged as
non-discountable will not receive a discount.
- Q. - My customer is not
receiving a discount. His customer discount code percentage is 2% but
he didn't get any discount.
- A. - after investigating we discovered that the discount percentages
in (MU 1, Screen 3) had been deleted. The system does not make
changes so at some point a manager either deleted or field exited the
discount percentages.
- Q. When does the discount
apply?
- A. Discount applies at time of invoicing.
- Q. Is the discount applied
during statements?
- A. No. All discounts are applied at time of invoicing.
- Q. My customer isn't
getting a discount but I have him set to a discount level.
- A. One or more of the following is true:
- the customer is set to no discount (check in RU 3)
- the discount level is 0.00 percent for that discount code (check
in MU 1)
- the discount level was changed after his last invoice.
Because discounts occur at time of invoicing changes to discount
codes only affect new invoices
- Q. My customer is only
getting a 1.75 discount and it should be a 2.0%
- A. Check the discount code. If you have multiple ones
your customer is set to the wrong code.
- A. Check the invoiced items. One or more are set to
non-discountable in (IU 4). Most common items flagged to never
discount are
- labor, fuel, delivery, drop charges, power tools, etc.
- Q. I applied a 10% manual
discount on a $100.00 invoice but the customer only got a $7.37
discount.
- A. Check the invoiced items. One or more are set to
non-discountable in (IU 4). Most common items flagged to never
discount are
- labor, fuel, delivery, drop charges, power tools, etc.
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