Dental Lab Customer & Production Management

Set Discount to Case

Set Discount to Case

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Set Discount to Case

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Usage:

Every product offered to customers has a certain price. This is the Unit Price entered on the Product form in the Global Settings.

If the Allow to Change Price setting on the Products form is checked, the product price can be changed when the product is added to a case. You can also offer promotional prices to certain customers, known as Discounts.

 

Discounts can be applied:

➢To a single product when this is added to a case.

➢To a single product after it was added to the case. You need to open the case for editing and you can set the Discount value for any product.

➢To all products of the case by setting Discount on the case form and not on a specific product.

➢To all products of all new cases entered by setting default Discount for all new cases for the selected Customer.

 

Note: Discounts will have effect only if the products have the Allow Discount option enabled on Products form.

Discounts may be applied as a percentage or as a fixed value that will be decreased from the initial price of the product.

 

hmtoggle_arrow1Prerequisites

•A case that is not Invoiced (typically discount is set when products are added to a newly created case).

•Products added to case.

•At least one product with the Allow Discount option enabled on the Products form so the Discount can be applied.

•You also need:

➢ Discount value entered in File > Global Settings > Global > Laboratory Lists > Discounts.

➢ Reasons entered on File > Global Settings > Global > Laboratory Lists > Reasons form.

 

Navigation: Customer > 4. Cases > Open case > 2. Remake & Discount

V12 - Add Discount to a case - Case form

Case form with Discount applied

 

hmtoggle_arrow1How to add a Discount to a case

1.Select the case. Make sure products are added.      

2.Click on the 2. Remake & Discount tab. It is the second tab on the top of the Case form.

3.Select the Discount checkbox.              

4.Once the Discount is checked the Discount, Rate and Reason field will be enabled.

5.Now you have two possibilities:

I.  Add a Percentage Type Discount

V12 - Add Discount to a case - percentage

Add Discount to the products as Percentage

 

➢ Select a Discount from the drop down list.

➢ The Rate will be added automatically and cannot be changed.

Note: Next to the Rate field is the "%"(percentage) sign which will confirm that the selected Discount is a Percentage.

➢ Enter the Reason why this discount is being applied.

 

  II. Add a Flat Amount Type Discount

V12 - Add Discount to a case - flat amount

Add Discount to the products as First Case Discount

 

➢ Select a Discount from the drop down list.

➢ Enter Rate value. This can be any value that is less than the Product's Total Unit Price. You cannot offer a greater discount than the initial price of the product.

Note: Next to the Rate field is the Currency symbol, depending on the lab/customer settings, which will confirm that the selected Discount is a Flat Amount.

➢ Enter the Reason why this discount is being applied.

Please Note: Discount values are added in File > Global Settings > Global > Laboratory Lists > Discounts

6.After you selected the desired discount value you will notice that the Discount column in the grid is updated for each product with the amount of money that will be discounted from the Extended Price.

7.Click V9 - Save to close the Case form and save the changes you made.

 

See also:

Add Remake to a case