Product / Group Special Rate Discounts - Summary
System Maintenance Menu -> Configure
System Settings -> Operations Tab -> Rental Rates
& Pricing -> Special Rate Codes
-> Details window -> Product Rate Discounts or
Group Rate Discounts
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:
- 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.
- 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.
Topic Keyword: RSSFP02 (4424)