Prices and discounts
How can I assign an invisible surcharge/discount as a default?
- From the Home screen, select “Master Data” > Prices/Discounts > Price groups.
- Select the desired price group(s) by double-clicking and click on the symbol with the yellow plus sign (“Insert record”).
- To set an invisible percentage surcharge (e.g. in the event of a price increase), enter it in the “SA-Discount invis.” field with a “-” (minus sign).
- You can also check the invisible surcharges/discounts in the order/quotation via the “Prices” > Discounts/Calculation menu and modify them afterwards.
How do I set a dealer discount or a fixed customer discount?
- From the Home screen, select “Master Data” > Prices/Discounts > Global discounts.
- You can add a new discount by clicking on the icon with the yellow plus sign (“Insert record”).
- On the right you can define whether the discount is for “Purchase” (dealer) or “Sales” (customer).
- On the left you can specify the discount value and its description.
- This discount will be applied to all new quotations created.
- You can also view these discounts directly in the quotation via the “Prices” > Discounts/Calculation menu and modify them afterwards.