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

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.
• Scroll 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 theDiscount % field, enter a discount percentage.
• You can then define further discounts and arrange them in different levels.
• To adjust a discount's level, click on Outdent or Indent in the menu bar. The arrangement of the discounts affects the Total discount %.
• As soon as 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

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

• Use the quick search (ALT+Q) to find the page Sales Orders.
• Click New in the menu bar.
• On the sales quote page, fill in the fields Customer Name and Order Type in the General FastTab.
• Fill in other fields as required.
• Navigate to the Shipping and Billing FastTab to enter information on the delivery process and billing as required.
• Navigate to the Lines FastTab.
• Select the line type. In this example, select Item.
• Enter the item you would like to sell into the No. column.
• 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 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.
• In the Quantity column, enter the quantity of the item you want to sell.
• In the Location Code column, select the location of the item.
• Fill in the rest of the columns as required.
• Then, you can release and post the sales order.

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

Using Multi-Level Discounts in Service Orders

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

• Use the quick search (ALT+Q) to find the page Service Items.
• Open the service item for which you would like to create a service order.
• Select Actions > New Service Order from the menu bar. If the Actions buttom is not displayed, click on More Options in the menu bar.
• In the Service Wizard, select the desired order type in the Order Type field.
• The fields Customer No., Customer Name, Bill-to Customer No., and Bill-to Customer Name are automatically filled according to the data stored for the service item.
• Click OK to confirm the details.
• A dialog is displayed asking whether you want to open the created order. To confirm, click on Yes.
• The new service order is displayed.
• Certain information such as the Customer No., the Contact No., as well as the Service Item No. has already been transferred from the service item into the respective fields of the service order.
• In the Fault Comments FactBox, click on Edit to enter the fault comments to the service case.
• Navigate to the Lines FastTab.
• Fill in the columns as needed.
• In the menu bar of the Lines FastTab, click on Line > Worksheet to open the worksheet.
• The fields of the General FastTab have automatically been filled with the information of the service item and the service order.
• Complete the remaining fields of the General FastTab as required.
• Navigate to the Lines FastTab.
• Select the line type. In this example, select Item.
• Enter the item you would like to use for the service into the No. column.
• 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 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 rest of the columns as required.
• Then, you can release and post the service order.

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