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.