TASBooks - Creating dynamic discounts

The dynamic discounts table can hold a unique discount rate for each customer and product combination. Dynamic discounts are shown as a line discount on your sales orders and are in addition to any settlement discount that be given. The discount calculates on the selling price as set up for the customer in Maintain Customers (option 211), and it updates when you enter orders.

The following steps contain everything you need to create dynamic discounts in TASBooks.

To enable the dynamic discounts option

  1. Central > General Company Information > TASBooks Configurations (option 012).
  2. System Configuration Program > when you receive the prompt, to continue > OK.
  3. Choose Topic pane > Stock > Pricing.
  4. Dynamic Discounts > select the Allow discounts for specific customer and product combinations check box > OK > Yes.

To create dynamic discounts

  1. Stock > Products and Services > Maintain Dynamic Discounts (option 515).
  2. Customer Code > enter the relevant customer's code. Alternatively, press F2 > select the relevant customer.
  3. Product Code > enter the code of the product. Alternatively, press F2 > select the relevant product.
  4. Discount Perc > enter the discount percentage you want to apply > Save > Yes.
  5. To close the Maintain Dynamic Discounts window > Cancel.

You've now successfully created a dynamic discount. The next time you enter a sales order for this customer purchasing the relevant product, this discount automatically applies.

The following steps contain everything you need to create dynamic discounts in TASBooks.

To enable the dynamic discounts option

  1. Central > General Company Information > TASBooks Configurations (option 012).
  2. System Configuration Program > when you receive the prompt, to continue > OK.
  3. Choose Topic pane > Stock > Pricing.
  4. Dynamic Discounts > select the Allow discounts for specific customer and product combinations check box > OK > Yes.

To create dynamic discounts

  1. Stock > Products and Services > Maintain Dynamic Discounts (option 515).
  2. Customer Code > enter the relevant customer's code. Alternatively, press F2 > select the relevant customer.
  3. Product Code > enter the code of the product. Alternatively, press F2 > select the relevant product.
  4. Discount Perc > enter the discount percentage you want to apply > Save > Yes.
  5. To close the Maintain Dynamic Discounts window > Cancel.

You've now successfully created a dynamic discount. The next time you enter a sales order for this customer purchasing the relevant product, this discount automatically applies.

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