Difference between revisions of "How can I give discount on stock items?"

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(New page: {{Review}}{{Incomplete}} == Summary == This article will guide you through how to give a stock discount on stock items through the system. == Additional Information == There are various ...)
 
 
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{{Review}}{{Incomplete}}
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== Summary ==
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This article will explain how to give discounts in {{ST}} and {{WS}}.
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== More Information ==
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You can apply discounts either at the time of sale, or by setting up a discount matrix on the customer.
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=== Discount Via Point of Sale ===
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To give discount to items in {{Menu|Point of Sale}}, please follow the guide [[How do I Give Discount in Point Of Sale?]].
  
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== Summary ==
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This will apply discount only to this specific transaction.
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This article will guide you through how to give a stock discount on stock items through the system.
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=== Discount via Invoice and Customer Orders ===
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To give discount to items in {{Menu|Invoice and Customer Orders}}, please follow the guide [[How do I Give Discount in Invoice and Customer Orders?]].
  
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== Additional Information ==
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As with Point of Sale above, this will apply discount only to this specific transaction.
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There are various methods of adding discounts to stock in the various parts of the system. Also it is possible to set an account over ride which will give a customer a discount everywhere in the system.  
 
  
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=== Discount via Workshop Management ===
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To give discount in {{WS}}, please follow the guide [[How do I give discount in the workshop?]].
  
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=== Discount Via the Account ===
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As with the previous options above, this will apply discount only to the specific items on this job.
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This is a permanent method of adding a discount to stock for a customer. No matter where you are in the system this method will automatically add stock at a discount. Using this method would only require you to set the discount the once, where as the other methods in this guide will require you to add the discount each time you sell an item to the customer.
 
  
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* In Order to add a permanent discount on stock item for a customer please follow the guide [[How do I Set Account Pricing for a Customer?#Stock Group Discounting Method|How do I Set Account Pricing for a Customer?]]
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=== Discount via the Account ===
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To give a permanent discount on stock items for a customer, please follow the guide [[How do I Set Account Pricing for a Customer?#Stock Group Discounting Method|How do I Set Account Pricing for a Customer?]].
  
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This allows you to set a discount matrix for the customer, i.e. you can give them one level of discount for a certain set of stock items, and a different level for another set, and so on.
  
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=== Discount Via Point of Sale ===
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The system will then apply the discounts that you have set automatically whenever that customer buys an item on which you have set up the discount.
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As mentioned above this method of adding discount will be need to be repeated each time to add discount. However unlike the above method it give you the control to give discount when you choose.
 
  
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* In Order to add discount to stock through the Point of Sale, please follow the guide [[How do I Give Discount in Point Of Sale?|How do I Give Discount in Point Of Sale?]].
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== See also ==
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* [[How do I Set Account Pricing for a Customer?]]
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* [[How do I Set Account Pricing for a Customer?#Stock Group Discounting Method|Stock Group Discounting Method]]
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* [[How do I Give Discount in Point Of Sale?]]
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* [[How do I Give Discount in Invoice and Customer Orders?]]
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* [[How do I give discount in the workshop?]]
  
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=== Discount Via Workshop Management ==
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{{KB_Tags|discount, discounts, give, stock, control, accounts, workshop}}
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{{FAQ}}{{How}}{{KB_ST}}{{ZN_Admin}}{{ZN_PartsCounter}}

Latest revision as of 09:59, 24 January 2020

Summary

This article will explain how to give discounts in Stock Control and Workshop.

More Information

You can apply discounts either at the time of sale, or by setting up a discount matrix on the customer.

Discount Via Point of Sale

To give discount to items in " Point of Sale", please follow the guide How do I Give Discount in Point Of Sale?.

This will apply discount only to this specific transaction.

Discount via Invoice and Customer Orders

To give discount to items in " Invoice and Customer Orders", please follow the guide How do I Give Discount in Invoice and Customer Orders?.

As with Point of Sale above, this will apply discount only to this specific transaction.

Discount via Workshop Management

To give discount in Workshop, please follow the guide How do I give discount in the workshop?.

As with the previous options above, this will apply discount only to the specific items on this job.

Discount via the Account

To give a permanent discount on stock items for a customer, please follow the guide How do I Set Account Pricing for a Customer?.

This allows you to set a discount matrix for the customer, i.e. you can give them one level of discount for a certain set of stock items, and a different level for another set, and so on.

The system will then apply the discounts that you have set automatically whenever that customer buys an item on which you have set up the discount.

See also


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Keywords AND Misspellings
discount, discounts, give, stock, control, accounts, workshop
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