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:

  1. 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.
  2. 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:

Special Discount Rates on the Rental Document Facts:

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:


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