Setting up product discounts for receivable clients

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.

To set up product discounts for clients:

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.