Set up prices/discounts per sales contact

For the sales contact, you can configure how you want the prices and discounts to apply.

To configure prices and discounts by sales contact:

1. Go to: Order Management / Sales / Sales contact.
2. Open the properties of the sales contact.
3. Go to the tab: Price/discount.

   

4. Complete the fields.
5. In Use prices from the default is the sales contact itself. You can select a different sales contact. The prices for the selected debtor will then also apply to this debtor. This is useful if you have multiple debtors to whom the same prices apply. You then only need to maintain these prices for one debtor. One disadvantage is that if you change the prices for the 'main' debtor, you cannot see which other debtors are subject to these prices. If you create a price list, you will have an overview.
6. Select the Price inclusive of VAT check box if you want to apply all prices including VAT for this debtor.
7. Select the Net price check box so that all the discounts that apply to this debtor are settled using the price per unit in the logistics entries. A net price is thus applied for this debtor (price per unit - discount) and the discount percentage is not shown on the order line.
8. If required, select the discount group that you want to apply to this sales contact in Discount group.
9. In % line discount, you can change the default line discount percentage. This percentage is copied when adding orders for this sales contact. You can however still change the line discount percentage in the order.
10. In % invoice discount, you can change the default discount percentage for the entire invoice. This percentage is copied when adding orders for this sales contact. You can however still change the invoice discount percentage in the order.
11. Click on: OK.