Product / Group Special Rate Discounts - Summary

Special rate discounts for products or for Groups can be maintained in the associated window on the Details field after selecting the relevant rate level in Special Rate Codes.

There are two approaches for calculating the Special Rates for products and/or groups:

1. This Special Rate formula uses a discount percent of the standard rate, to calculate each rate for the product and/or group.
   To activate this method setup the percents to discount in this table and activate the Enable Discount % By Special Rate Level option in the Company Rate Parameters.
2. To use the Special Rate method that applies a straight dollar amount over-ride on the Rate to be charged for each applicable rate code, refer to Product Special Rates or Group Special Rates.

With the Special Rate by Discount option, any products/groups selected to give a discount for this rate level display on the screen.
Discounts can be changed and additional products/groups can be added for the rate level with the applicable discounts according to the operator's Security Role as follows:

• If the Operations - Special Rate Codes is allowed all special rate discounts can be viewed and modified in this table including all divisions.

• If Operations - Special Rate Codes role permission is not allowed but the Operations - Division Special Rate is allowed, the operator can still view all Discount rate records and the associated drill down windows, but can only modify the Discount rates for his Division, and only if there is a quantity On Hand for the product at his Location as defined in the Operators.

Special Discount Rates on the Rental Document Facts:

• Products or Groups with special discount rates for the customer or division will reflect the discounted rates on details of Contracts, Reservations, Quotes, Counter Worksheets, and Invoices.
• Changing dates in a document or document convert program, re-calculates the rate discount according to the new dates, rental period, and rate code.
• When a product has been given a rental discount as well as a special rate discount, only the standard rental discount can be changed, so over-typing a discount percent on the document detail cannot reduce the discount to be less than the special rate discount.
• When a flat dollar special rate and a special rate discount percent both apply to an item, they are stacked so that the customer actually gets both by getting the percent off the flat dollar special rate.
• The discount special rates respects the allow/disallow ‘Rental Discounts’ flag on the Special Rate Codes and in the Rental Product Classes.
• The discount special rates works with Time Based Discounts and the window on the Discount % field on the document detail includes both special rate discounts and time-based discounts information.
• Credit Invoices created from an existing invoice, copy any special rate discount percentage.
• When splitting the quantities for products during the a Rental Return, Create/Close Delivery ticket, or Create/Close Pickup Ticket, the special rate discount information is retain on the split items.

The prompts are:

PRODUCT #

This field only applies when the Rate Discounts window is opened from the Product Rates Discounts option.
Type in the rental product # that gets the discount, or search for it by description in the window.

Rental Equipment Search:
This search window uses an alphabetical search on the description field.
Only rental products that have product specific rates and have a quantity at the operator's default location assigned in Operators, will be displayed in the search window for selection.

GROUP #

This field only applies when the Rate Discounts window is opened from the Group Rates Discounts option.
Type in the equipment group number that gets the discount, or search for it by description in the Group Search window.

DISC %

Window to access the discount details for the rate codes, as outlined in Rate Discounts for Products/Groups.

Note: The discounts can be setup in advance, but do not apply unless the Enable Discount % By Special Rate Level feature is activated in the Company Rate Parameters.

DESCRIPTION

The rental product or Group description displays.

Rate Code - Discounts

For easy reference, the first three rate codes checked to display in the Rate Book as set in Company Default Rates, are displayed with the discount rate value as setup in the window on the Disc % field explained above.

Note: Because the descriptions in these columns are the company defaults, they may not accurately reflect the description given to the rate code on the specific product or group.

Products can be added, deleted, or discounts can be modified in this list.

On exiting this rate discount window, a warning is displayed in red if rate discounts are setup but the feature to respect them has not yet been enabled by the Enable Discount % By Special Rate Level flag in the Company Rate Parameters.

ACTIONS:
Additional actions provided by buttons on the Special Rate Codes -> Product / Group Special Rate Discount - Summary screen include:

• Copy Rate Discount Percents by Special Rate Level:
  Click the CLONE button to copy the products or groups with the Discount percents from one Special Rate Level code to another, as outlined in Clone Rate Discounts.

• Clear Rate Discount Percents for Groups:
  When viewing the Group Rate Discounts summary, click the BULK UPDATE button to clear existing group rate discounts and replacing them with new discount percents, as outlined in Generate Group Rate Code Discount.

  This button is not available from the Product Rate Discount summary.