Default Purchase Discounts

In TRASER DMS you can define default purchase discounts (for example manufacturer discount). You can combine these discounts to larger discount groups.

These discounts can either be created with fix discount amounts or as percentage discounts so that the discount amount varies depending on the base discount amount. It is also possible in TRASER DMS to apply discounts to an already concessional base amount. This is described in the following example:

The manufacturer grants the vendor a vendor discount of 10% for a machine at a price of 100,000 EUR. If the vendor can sell the machine within a certain period, it was agreed that the vendor will receive a further 5% discount on the price already reduced by the vendor discount.

Dieser Screenshot stammt aus einer Soll-Kalkulation. Die gezeigten Rabatte sind fiktiv und dienen nur der Erläuterung der Funktionalität im Zusammenhang mit Standardeinkaufsrabatten.

Discount Calculation:

In this example the machine price of 100,000 EUR would be the base amount for the vendor discount. The help on deal is applied on the concessional machine price which means that the base amount for the help on deal is not 100,000 EUR but rather 90,000 EUR. The discount Help on Deal of 5% is therefore 4,500 EUR.

In TRASER DMS you can define up to 7 discount levels. The grouping of discounts is subsequently called (discount) scheme.

This chapter is divided into the following sections:

• Creating a Default Purchase Discount,
• Creating a Scheme for Default Purchase Discounts.

Creating a Default Purchase Discount

This section describes how to create a default purchase discount. The default purchase discounts that you set up in this section can later be used in discount schemes for forecasts.

Please proceed as follows to set up a default purchase discount:

• Use the quick search in TRASER DMS 365 (ALT+Q) to find the page Default Purchase Discounts.
• The page Default Purchase Discounts is displayed.

• Click in the input field under the register Lines below the column Discount Type.
• A drop-down list is displayed in which you can choose from the existing default purchase discounts.
• To create a new default purchase discount, select New from the drop-down list.
• The window Select – Calc. Discounts is displayed.

• In the input field under the Code column, enter a code for the calculation discount.
• In the input field under the Description column, enter a description for the calculation discount.
• To save the new created discount, click on OK.
• The window Select - Calc. Discounts is closed and you go back to page Default Purchase Discounts.

You have created a default purchase discount. You can now use the default purchase discount in the forecast or group it together with one or more further discounts into a discount scheme.

Creating a discount scheme

This section describes how to create a discount scheme. In a discount scheme you can predefine one or more default purchase discounts for a forecast. Discount schemes can be defined for manufacturers, machine types and models.

Please proceed as follows to set up a discount scheme:

• Use the quick search in TRASER DMS 365 (ALT+Q) to find the page Default Purchase Discounts.
• The page Default Purchase Discounts is displayed.

• In the input field under the Code column, enter a code for the discount scheme.
• In the input field under the Description column, enter a description for the discount scheme.
• In the Manufacturer column, select from the drop-down list a manufacturer for who the discount scheme is to be used.
• In the Category column, select from the drop-down list a category for which the discount scheme is to be used.
• In the Subcategory column, select from the drop-down list a subcategory for which the discount scheme is to be used.
• In the Model column, select from the drop-down list a model for which the discount scheme is to be used. If a model has not yet been created in the system you will be asked whether you want to create a new model for this combination of manufacturer, category and subcategory.
• You have created a new discount scheme.
• Add the purchase discounts under the register Lines in the Discount Type column.
• Define if the used discount is a percentage discount or a fixed discount:

You have added a default purchase discount to the discount scheme. You can add any number of default durchase discounts to a discount scheme.

The functionality of discount schemes allows you to define discounts level-wise, so it becomes possible to further reduce a base amount which has already been reduced by a discount (1st level) by another discount (2nd level) (see Discount Calculation).

To move a discount in its level, select in the register Lines > Manage.

Symbol	Description
Outdent	Increases the level of the discount.
Indent	Reduces the level of the discount.

You have created a discount scheme. This discount scheme can be used in forecasts. For more information on how to use purchase discounts and discount schemes in forecasts, please read section Forecasts.

Related topics

• Forecast.
• Sales Forecast