Multi-Level Discounts

In TRASER DMS 365, you have the option of defining multi-level discounts that can be used in sales and service orders. This page provides you with all necessary information regarding multi-level discounts and is divided into the following sections:

• Setting up Multi-Level Discounts
• Using Multi-Level Discounts in Sales Orders
• Using Multi-Level Discounts in Service Orders

Setting up Multi-Level Discounts

Please proceed as follows to set up multi-level discounts via a sales price list:

• In an open sales price list, navigate to the Lines FastTab.
• Navigate to the Line discount % column and click on the line for which you want to set up multi-level discounts.
• Click on the selection field to open the Edit - Multi-Level Discounts page.
• In the Description field, enter a unique description for the discount.
• In the Discount % field, enter a discount percentage.
• You can then define further discounts and arrange them in different levels.
• To move a discount to a different level, click on Outdent or Indent in the menu bar. The arrangement of the discounts affects the Total discount %.
• Once you have set up the discount scheme, you can leave the page by clicking on Close.
• The value in the T‌otal Discount % field is written into the Line Discount % field in the Lines FastTab.

You have successfully set up multi-level discounts. The next section describes how to use multi-level discounts in sales orders.

Using Multi-Level Discounts in Sales Orders

Please proceed as follows to use multi-level-discounts in sales orders:

• Use the quick search (ALT+Q) to find the Sales Orders page.
• To set up a new sales order, click on New in the menu bar.
• Fill in the fields Customer Name and Order Type in the General FastTab.
• Fill in the other fields as needed.
• Navigate to the Shipping and Billing FastTab to enter information on the delivery process and billing as needed.
• Navigate to the Lines FastTab.
• In the Type column, select the sales line type.
  In this example, select Item.
• Enter the item you want to sell into the No. field.
• If a multi-level discount has been set up for the selected item, the corresponding discounts will be listed as comment lines below the item line. Additionally, the line discount will be displayed in the Line Discount % column in the item line.
• To adjust the multi-level discounts retroactively, click on the selection field in the Line Discount % column. This will open the Multi-Level Discounts Document page, where you can modify the discounts specifically for the document. The updated discount values will be automatically applied to the document lines.
• Enter the quantity of the item you want to sell in the Quantity field.
• Select the location of the item in the Location Code field.
• Fill in the remaining fields as needed.
• You can then release and post the sales order.

You have successfully used a multi-level discount in a sales order. The next section describes how to use multi-level discounts in service orders.

Using Multi-Level Discounts in Service Orders

Please proceed as follows to use multi-level-discounts in service orders:

• Use the quick search (ALT+Q) to find the Service Items page.
• Select the service item for which you want to create a service order.
• Select Actions > New Service Order from the menu bar. If the Actions options is not displayed, click on More Options in the menu bar.
• The Service Wizard is displayed.
• Select the desired order type in the Order Type field.
• The Customer No., Customer Name, Bill-to Customer No. and Bill-to Customer Name fields are automatically filled by the system according to the data stored in the service item. The Active Maintenance Contracts and Open Worksheets fields are displayed and automatically filled by the system, if corresponding documents exist. You can access an overview of these documents by clicking in the fields.
• Confirm your entries with OK.
• A dialog window is displayed, asking whether you want to open the created order.
• Click Yes to confirm.
• The newly created Service Order is displayed.
• Information such as Customer No., Contact No., as well as Service Item No. has already been transferred into the respective fields from the service item.
• In the FactBox in the Fault Comments FastTab, click on Edit.
• Enter the problem of the service item to be fixed here.
• Click Close to confirm the details.
• Fill in the remaining fields in the service order as needed.
• Navigate to the Lines FastTab.
• Click on Line > Worksheet in the menu bar of the Lines FastTab.
• The fields of the General FastTab have automatically been filled with the information of the service item by the system.
• Complete the remaining fields of the General FastTab, if needed.
• Navigate to the Lines FastTab.
• In the Type column, select the service line type. In this example, select Item.
• Enter the item necessary for the service into the No. field.
• If a multi-level discount has been set up for the selected item, the corresponding discounts will be listed as comment lines below the item line. Additionally, the line discount will be displayed in the Line Discount % column in the item line.
• To adjust the multi-level discounts retroactively, click on the selection field in the Line Discount % column. This will open the Multi-Level Discounts Document page, where you can modify the discounts specifically for the document. The updated discount values will be automatically applied to the document lines.
• Fill in the remaining fields as needed.
• You can then release and post the service order.

You have successfully used a multi-level discount in a service order.