How to set a Discount (or Mark Up) for Customers
Posted: Sun Mar 07, 2021 6:15 pm
You may have certain customers that you want to offer a discount (or mark up) to the Sell prices that has been pre-set. The "Sell Price" you have set in the Inventory Control screen is the figure that will be applied to Invoices and Parts issued to a Job. This "Sell Price" can be modified to be discounted (or Marked Up) to suit the profile of specific customers for whom you have a special pricing policy. To set this up in Cafam, there are three steps required:
1. You define the Discount (or Mark up) percentage and allocate it a code letter (any letter, we have used "A" only by way of an example)
2. You assign this code letter to the Customer or,
3. You assign the code in the Job being opened to the customer
The Program will then internally apply the modified "Sell Price" to this Customer
For further details please see the attached
1. You define the Discount (or Mark up) percentage and allocate it a code letter (any letter, we have used "A" only by way of an example)
2. You assign this code letter to the Customer or,
3. You assign the code in the Job being opened to the customer
The Program will then internally apply the modified "Sell Price" to this Customer
For further details please see the attached