Back Office >Accounts > Account Records > Wholesale Discounts

 

Description

 

This menu item is used to manage and configure Wholesale Discounts/Rebates associated with selected Accounts for Back Office Invoicing.

 

To Be Considered

 

1. Advanced Host Integration registration is required for access to this feature.
2. Note : Wholesale Discounts are ONLY applied when sales are made via Invoicing. They DO NOT apply to sales made via a SwiftPOS Touch terminal.

 

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Wholesale Discounts

 

 

This screen is accessed from here.

 

Search Filters

 

• The filters at the top of the screen can be used to limit the number of rows displayed in the grid. By default the screen will show Accounts with valid Active From / To dates and a non-zero Account Balance or a Credit Limit. To show all Accounts select the Show All checkbox. The filters include the following types:
  
  
• Check Boxes - The filter fields of this type are: Show Disabled and All.
• Date Range From/To -  The filter fields of this type are: Period and From/To Dates.
• Search Screens - The filter fields of this type are: Product.

• Apply
• Reset

 

Grid

 

The grid displays the: Product, Enabled, Contract Start Date, Contract End Date, Discount, Value, Rebate, Value and Supplier. Note : To edit an entry in the grid, double click a row. Rows displayed in the grid can be sorted by toggle selecting the column headings.

 

Footer

 

• New - Select to open the New Wholesale Discount screen add a Wholesale Discount/Rebate.
• Copy - Select from the drop down list one of the following copy options to copy Wholesale Discounts to another Account. The following prompt will be displayed:
   

 

• Edit - Select open the Edit Wholesale Discount screen to edit the current selected (highlighted) row, OR select from the drop down list one of the following options:
   
• All - Select to open the Edit All Wholesale Discounts screen to edit all Wholesale Discounts.
• Selected - Select to open the Edit Selected Wholesale Discounts screen to edit only the selected (checkbox selected in first column) Wholesale Discounts listed.
   
• Delete - Select to confirm the deletion of the current selected (highlighted) row, OR select from the drop down list one of the following options:
   
• All - Select confirm the deletion of all Wholesale Discounts listed.
• Selected - Select to confirm the deletion of only the selected (checkbox selected in first column) Wholesale Discounts.
   
• Reports - Select from the drop down  list one of the following:
   
• Discount List (PRD022)
• Price List by Master Group (PRD023)
• Price List by Product Group (PRD023)
   
• Add Products Wizard  - Select to open the Add Products Wizard to add multiple Products to which a Wholesale Discount and/or Rebate will be applied.
• Tools - Select from the drop down list one of the following:
   

 

• Close - Select to exit.

 

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New/Edit Wholesale Discount

 

 

This screen is accessed from here and here.

 

• Product - Displays/Select the Product to which the Wholesale Discount/Rebate is applied.
• Enabled - Select to ensure the Discount/Rebate is enabled.
• Contract Start/End Dates - Displays/Set the Contract Start/End dates.
• Discount - Select from the following option:
   
• Percent - Select to set the Discount in the form of a Percentage.
• $ Value - Select to set the Discount in the form of a value.
• Fixed Price - Select to set the Discount in the form of a fixed price.
• None - Select to ensure not Rebate is applied.
   
• Rebate - Select from the following option:
   
• Percent - Select to set the Rebate in the form of a Percentage.
• $ Value - Select to set the Rebate in the form of a value.
• None - Select to ensure not Rebate is applied.

 

• Rebate Description - Displays/Enter a Description for the Rebate.  Note : When exporting using the SupplierRebateExport report the Rebate Description will be exported in the DISC column.
• Supplier - Select to ensure a Supplier is assigned to the new/existing Wholesale Discount.

 

Footer

 

• Ok - Select to save changes and exit.
• Cancel - Select to exit without saving changes.

 

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Edit All/Selected Wholesale Discounts

 

 

This screen is accessed from here.

 

• Enabled - Select to edit the Enabled status of all the selected Wholesale Discounts to either set them as Enabled or not.
• Contract Start/End Dates - Select to edit the Contract Start/End Dates of all the selected Wholesale Discounts to set them to a new Start/End date.
• Discount - Select to edit the Discount applied to all the selected Wholesale Discounts by changing one the following options:
   
• Percent - Select to set the Discount in the form of a Percentage.
• $ Value - Select to set the Discount in the form of a value.
• Fixed Price - Select to set the Discount in the form of a fixed price.
• None - Select to ensure not Rebate is applied.
   
• Rebate - Select to edit the Rebate applied to all the selected Wholesale Discounts by changing one of the following options:
   
• Percent - Select to set the Rebate in the form of a Percentage.
• $ Value - Select to set the Rebate in the form of a value.
• None - Select to ensure not Rebate is applied.

 

• Rebate Description - Displays/Enter a Description for the Rebate.  Note : When exporting using the SupplierRebateExport report the Rebate Description will be exported in the DISC column.
• Supplier - Select to ensure a Supplier is assigned to all the selected Wholesale Discounts by selecting a Supplier.
   

Footer

 

• Ok - Select to apply the changes all the selected Wholesale Discounts and exit.
• Cancel - Select to exit without applying the changes.

 

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Add Products Wizard

 

 

This screen is accessed from here.

 

Filters

 

• Family - Select to open the Search Families screen to select a Family, to return the Products associated with that Family.
• Sub-Range - Select to open the Search Metcash Sub-Ranges screen to select a Sub-Range, to return the Products associated with that Sub-Range.
• Supplier - Select to open the Search Suppliers screen to select a Supplier, to return the Products associated with that Supplier.

 

Discount/Rebate Settings

 

• Enabled - Select to ensure the Wholesale Discount is enabled.
• Contract Start/End Dates - Displays/Set the Contract Start/End dates.
• Discount - Select from the following option:
   
• Percent - Select to set the Discount in the form of a Percentage.
• $ Value - Select to set the Discount in the form of a value.
• Fixed Price - Select to set the Discount in the form of a fixed price.
• None - Select to ensure not Rebate is applied.
   
• Rebate - Select from the following option:
   
• Percent - Select to set the Rebate in the form of a Percentage.
• $ Value - Select to set the Rebate in the form of a value.
• None - Select to ensure not Rebate is applied.

 

• Rebate Description - Displays/Enter a Description for the Rebate.  Note : When exporting using the SupplierRebateExport report the Rebate Description will be exported in the DISC column.

• Update Existing - Select to ensure that Products selected by this wizard, and that already have a Wholesale Discount applied, are updated to ensure the settings configured above are also applied to them

 

Footer

 

• Ok - Select to save changes and exit.
• Cancel - Select to exit without saving changes.

 

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Operation

 

Once Products related to Wholesale Discounts/Rebates have been configured for an Account, and those Products are added to a sale that includes the Account in question, the sell Price will reflect the Discount/Rebate applicable given the Contract period has not expired. Note : Wholesale Discounts are ONLY applied when sales are made via Invoicing. They DO NOT apply to sales made via a SwiftPOS Touch terminal.

 

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Import File Structure

 

 

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Related Topics

 

1. Accounts
2. Customer/Members
3. Global Preferences - Member Settings
4. POS Configuration Index - Account/Customer/Member Configuration
5. POS Operation Index - Account/Customer/Member Features
6. Reports - SupplierRebateExport

 

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