Customer Discounts (Part 2)
TransActPOS offers a variety of discounting. This discounting can come in the form of a general discount, customer discount, or coupons. We started discussing customer specific discounts last week and this week, we will continue to discuss Customer Discounts. These are customer specific and can provide discounts on a broad range of products.
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Contract Pricing
This specific type of discounting is for any customer in your system that is marked as a contractor. This is done by checking the "Contractor" box on the Settings tab of AR | Customer File. Once this is done, click the Contract Prices button on the same tab. This will bring up the Contract Prices list. This allows you to give this particular customer a special price on certain items. For example, if a contract plumber was a customer on your system, you could establish contract prices for various plumbing products.
Click New to create a new contract price. On the Properties tab, enter the item ID for the item you wish to establish a contract price for. Enter a price for this contract item and if you wish the contract price to remain the same regardless of the retail price of the item, check the "Absolute Price" box. Finally, select the selling unit of the item in question by clicking the button next to the Selling Unit field. This will bring up the Unit of Measure Selector, allowing you to choose a unit of measure within your system.
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Discount Groups
By using Discount Groups, you can establish a discount to a group of items and then assign customers to the group. To create a Discount Group, go to IC | Support Files | Discount Groups and click New. Next, enter a group ID to distinguish this group from other discount groups and a brief description. Once this is done, you need to assign items to the discount group. This is done by clicking the Add button in the bottom portion of the Properties tab.
On the "Customer Group Discount Detail" screen there is a section on the left side that deals with the item(s) you want to add to the discount group. You can enter either an exact item ID or portion of one and/or the following fields:
Entering one of the above fields could bring in multiple items to the discount group. For example, if you want to establish a group for all plumbers that visit your store and you want them all to get discounts on any plumbing product, enter the class for the plumbing department and all items with that class will be added.
Once the item information is entered on the left, the pricing information is entered on the right. You can choose to offer no sales tax by checking the box and selecting the tax table to use, enter the discount (whether it is a set amount off of retail or a specific cost plus an amount), or select the discount to apply to $0.00 retail price items. At the bottom of this screen, you can specify one item and enter the discount price of that item. Note that the bottom section only applies to the specific item ID. Also, if you leave the item ID and class blank, the discount entered on the right side will apply to all items sold.
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For more information on these topics, click the Help Center button within TransActPOS and search for "Contract Pricing" or "Discount Groups."
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If you have any suggestions for future newsletters and/or feedback, please feel free to email me. Your feedback is what helps us grow and assist you as your Point of Sale software provider!Your TransActPOS Team
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