Setting up a product discount for a client is a three-step process using 3-6 Receivable Clients, 9-2 Parts, and 11-2 Work Orders/Invoices/Credits.
1 | Open 3-6 Receivable Clients, and select a client. |
2 | On the General Information tab, in the Discount Rate text box, enter the product discount. |
3 | For example, entering 10 means that your client gets a 10 percent discount. |
4 | Click the Billing and Payment tab. Under Part Billing Basis, select either Last Cost, Average Cost (Inventory), or Billing Amount. |
5 | Click Save. |
6 | Open 9-2 Parts, and locate the part that you want to discount for the client. |
7 | Under Cost/Billing, enter the appropriate cost in the appropriate text box. |
8 | If this is an inventory item and you need to job cost in 11-2 Work Orders/Invoices/Credits, under Inventory/Ordering, select the Required from Inv. check box. |
9 | Click Save. |
10 | Open 11-2 Work Orders/Invoices/Credits, and select the same client as you did on 3-6 Receivable Clients. |
11 | Select a Status of 1-Open and select a Type. |
12 | Click the Invoice Details tab, and enter the Part#. |
13 | The Description text box auto-populates with the part description. |
14 | The Price text box auto-populates with the discounted price. |
15 | Click Save. |
For additional online resources for Sage 100 Contractor products, visit the Sage Customer Portal. Use the portal to access the knowledgebase, chat online with customer support, or enter a customer support ticket.
For additional training on Sage products, visit Sage University.