Discount (Purchase)
In Profit, you can use different discounts and record these at different levels. You specify a date dependency for all discounts. Thus, you can also record future discounts.
Description
Depending on the level at which a price or discount is recorded, Profit determines the priority of this price or discount when registering an order, goods receipt, reconciliation or invoice.
Level structure
The levels at which prices and discounts can be recorded are:
- Basic price / Basic discount
- Price list / Discount group
- Purchase contact/creditor
Prices/discounts at the purchase contact/creditor level have the highest priority. After this, it is the price list and then finally the basic price which has the lowest priority.
Promotional prices and promotional discounts always have a higher priority than the 'normal' prices and discounts recorded at a particular level. Prices and discounts can be used independently of each other.
Date dependent
You specify a date dependency for all prices and discounts. This means that a price or discount is only valid on a date that you specify. As a result you get insight into the history of your prices and discounts. You can also record future prices and discounts. Profit automatically retrieves the correct price and/or discount based on the date, purchase contact and the article you have entered.
Maintain
You can add individual prices and discounts using a wizard. You can also maintain prices and discounts using the Profit entry program. You can use this to change multiple prices and discounts at the same time.
Collectively change
You can change the prices at the various levels collectively using an amount or a percentage. The collective change of cost prices and purchase prices also provides you with the option to make a change based on the average purchase price.
Recurring prices and discounts
It often happens that a discount recurs on a regular basis. For example, a bread that is on offer each Monday at a supermarket. You can add recurring promotional prices and discounts in Profit Order management.
Import and export
You can import purchase prices and discounts in Profit. You can use this option, for example, to import price lists from purchase contacts. You can also export data about prices and discounts quickly and easily to MS Excel.
Preparation
- Configuration
To ensure that the use of prices and discounts happens correctly, you can specify a number of settings.
Procedure
- Level structure
Based on the level at which you record a discount, Profit determines the discount to apply when you add a (basic) order, goods receipt or invoice.
- Basic discount
A basic discount is a general discount. You therefore do not add this basic discount to a specific purchase contact or group of purchase contacts (discount group), but it is valid for all purchase contacts.
- Promotional discount
A promotional discount is a temporary discount in the form of an amount or percentage that is deducted from the purchase price.
- Discount group
You can add discounts and promotional discounts to a discount group. You can then link a discount group to one or more purchase contacts.
- Add volume discounts
If you add volume discounts, you specify the discount amount or percentage per step.