How to assign discounts on the fly and save them when creating a sales order

SUGGESTED

Hi

When we create orders we alter the price on the order from the list price. We do this because we build the discounts on demand as our customers ask for them. We need to remember what discount we gave to the customer on this particular product.

I know we could just do a group pricing structure but this is not feasible as we do not know the discount in advance.

The discounts are assigned on the fly to the customers while taking telephone orders. The next time customer orders the product they need to get the same discount.

Any help or ideas or of there is an addon that allows this would be appreciated.

Kind regards

Sean

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    SUGGESTED

    Hi Sean,

    Thanks for using Sage City.

    There’s no report in the software that would report on this at sales order level. However, as a workaround you can run the Day Books: Customer Discounts (Detailed) report to see the discounts you’ve already included on your sales invoices. You can find this report in Customers > Reports > Day books.

    If this report does suit your needs you can log this as a suggestion to improve our Sage 50cloud Accounts software on our Ideas Board. To log your idea select Submit an idea and then complete the form.

    Once logged, we’ll be able to use your idea and help us to shape your Sage software. Other customers will also be able to vote on your idea.

    If this has answered your question please click More > Verify Answer.

    Regards,

    Paul
    Sage UKI

Reply
  • 0
    SUGGESTED

    Hi Sean,

    Thanks for using Sage City.

    There’s no report in the software that would report on this at sales order level. However, as a workaround you can run the Day Books: Customer Discounts (Detailed) report to see the discounts you’ve already included on your sales invoices. You can find this report in Customers > Reports > Day books.

    If this report does suit your needs you can log this as a suggestion to improve our Sage 50cloud Accounts software on our Ideas Board. To log your idea select Submit an idea and then complete the form.

    Once logged, we’ll be able to use your idea and help us to shape your Sage software. Other customers will also be able to vote on your idea.

    If this has answered your question please click More > Verify Answer.

    Regards,

    Paul
    Sage UKI

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