Add Discounts for a Contact

Main Menu > Contacts > Terms tab

Set up a permanent discount for an artist for whom you do framing.

Terms Tab Explained

Discount Field

You may assign a percentage Discount to each customer.
Discount is used to record a % discount given to the customer and is applied to all Work Orders and/or Invoices.
The discount entered in this field is auto-filled in the Work Order when the customer is selected.
On the Invoice, the discount appears in the Discount field on the Line Item Entry screen only. It will not be automatically applied to any retail items on the Invoice.
If you use the Discount button on the Line Item entry screen, then the customer’s Discount is pre-entered into the field on the dialog box (but can be changed before applying.)
To delete the discount, click in the % field and press the backspace or Delete key.
If the Contact is a Supplier, do not use this field for recording your buyer’s discount, it will not show up in the Work Order. Use the discount field in the Price Codes file instead.
See also: Auto Inv Tab, Manual Inventory Tab

How to Enter a Discount for a Contact

When documenting a new customer for the first time, you may wish to record whether they receive a special discount on framing, i.e. a wholesale % discount for an artist or interior designer. Enter the percentage amount in a decimal format. This information will auto-fill on any Work Order you create for this customer.

Locate the customer's Contact record.
Open the Terms tab.
First decide whether you are giving a discount based on the entire Work Order or based on specific groups, e.g. a discount on glass or mounting.

Unless it is intentional, be careful you are not giving a discount on a discount, for example, discounting wood moulding and then also discounting the entire Work Order.
In the Discount field, enter the amount, e.g. 15% would be entered as 15 .

Optionally, enter the Terms, e.g. Net/30 .
In the Work Order Components Discounts section, enter any applicable discounts.

This allows you to assign a discount to a specific group only.
Optionally, open the Keywords tab, add “Artist Discount” and mark it for this customer. This provides an easy way to search all artists who buy wholesale from you.

See also: Contacts - Keywords Tab
Now, each time you create a new Work Order for this customer, their discount auto-fills in the % field in the Pricing Section, Options tab, of the Work Order.

Note: If the discount is only for a specific component, then their discount will auto-fill in the detail view screen of that component. As always, this can be manually over-ridden. This information appears on the Work Order Detailed Summary. See: Print Detailed Summary