A new Discount Tracking feature has been introduced and can be enabled in the following areas:
•Point of Sale and QuickPOS - (System Parameter Maintenance > Sales & Customer Service > Point of Sale)
•Sales Order/Quote Entry and Maintenance - (System Parameter Maintenance > Sales & Customer Service > Sales Ordering)
This feature prompts users to provide a reason when:
•Charging a sell price lower than the customer's default price
•Applying a discount percentage
Discount Reason Entry:
•Users can enter free-text reasons or select from a predefined list.
•Standard discount reasons can be maintained in the Sales Discount Reasons - DR list within BBS System List Maintenance.
Prompt Behavior:
•In Point of Sale and QuickPOS, users are prompted when products are added to a sale.
•In Sales Order/Quote Entry and Maintenance, prompts (which may appear multiple times) will only be shown when the order is saved.
•Quotes, price comparisons, and customer order forms do not require discount reasons. When a quote is converted to a sales order, the user will be prompted to enter discount reasons if applicable.
Tracking & Reporting:
•Discount reasons entered on sales orders will transfer to sales invoices upon invoicing.
•These reasons can be viewed in:
•Sales Order Enquiry – Line Detail screen
•Sales Invoice Enquiry – Line Detail screen
•Sales Order Price Exceptions Report
•Sales Invoice Price Exception Report
•And in the Visual Data and Reporting Studio, Sales Invoice Lines Reports and Sales Order Lines Reports
