Contract Customer Discount

Customer discounts for specific job sites can be setup by Product Class in the window in the "Rental Rates & Pricing" parameters on the Operations tab of the Configure System Settings.
An operator must be assigned a Security Role that allows permission to the Operations - Contract Customer Discount in order to access this table.

These discounts are applied to the relevant Rental equipment and Sales parts, on Contracts and on Contracts from the Counter Worksheet.
These discounts take precedent over any discounts generated from the document header.
To setup the discount information, the prompts are:

STARTING CUSTOMER#

Leave this field blank to view all existing discounts setup by customer and site, or select a starting customer number from the Accounting Customer Search window.

CUST#

The customer number displays.
Additional customer records can be added or selected from the window.

NAME

The customer name displays.

SITE# NAME

The site number displays.
Additional sites for this customer can be added or selected from the Site Search window.

CLASS

The Product Class can be entered or selected from the Product Class Search window.

DISCOUNT

Enter the discount to be applied against each product in this Product Class that is rented or sold to this customer at this job site.

Expanded Information

Click the EXP/CON button or press <F9> to view the Product Class description.

Finished?

Multiple records can be entered in the table.
Click ACCEPT to accept the information on the screen and to exit the screen.