There are two ways you can store a discount amount in VisionVPM:
Store the discount amount against each stock item.
VisionVPM will display the discount amount on each invoice line.
Add a single discount line item per invoice.
VisionVPM will display the discount line separately to the products on the invoice.
To select discount storage method
Go to: Main menu > Maintenance module > Maintenance menu > System Defaults > Stock tab.
Select the discount option that you wish to use and then click Save.
If you select to Add a single discount line item per invoice, you must create a new stock item for the discount stock code and enter this code as shown below:
Your Discount stock code, should be attached to a Discount Given Sales Group.
Client Markers
Markers can be applied to your client records that identify them as a sub group that is entitled to an alternate pricing structure. For example, contract client, staff, breeder, or any other group you need to invoice differently.
Setting up a client marker
Go to: Main menu > Maintenance module > Maintenance menu > Lookup Lists > Client Related Lists > Client Markers.
From the Client Marker window, click Insert.
In the Code field, type the code for the client marker.
In the Description field, type the description of the client marker.
To add this marker to your client
Go to: Clients module > Clients menu > Client Details.
Select the client.
Click the Marker arrow, and then double-click to select your new client marker.
Click Save.
Discounting stock by Client Marker
Go to: Stock menu > Stock Details > select stock item > Discount tab.
In the Discount Marker field, type the client marker to discount specific clients or leave blank to discount all clients.
If you are discounting a formulation then this will apportion the discount over all the items in the formulation.
The Cost and non-discounted price are displayed on the right-hand side of the Stock Discounts window for reference.
Prompt for Discount on invoice
This option is available for all discount types. Selecting this option will display a pricing window on invoicing, dependent on how you elected to store discounts in VisionVPM as described above.
Store the discount against each stock item
An Item Pricing window will be displayed, similar to below:
VisionVPM will display the discount amount on each invoice line, as shown below:
Add a single discount line item per invoice
VisionVPM will display a single discount line on the invoice
When invoicing, a Discount button on the Client Invoice and Batch Invoice window will be displayed in blue if stock items have been added that qualify for a discount.
When you click the Discount button, VisionVPM will display the amount of discount calculated for the client, based on the stock items sold, as shown below:
Click the Apply Discount button.
VisionVPM will display the discount line separately to the products.
Incentive Discount
This option is available for all discount types.
It is offered to clients that pay before a specified date. For example, if you pay before 20th February you will get 5% discount on certain stock items. If the client has not paid by this date then you can reverse the discount and the client is therefore charged the full amount.
Discount priority
If you have various discounts set up for one item, only one discount will be applied. VisionVPM will check all qualifying discounts and apply the largest discount to the invoice.
