Note: A USER MUST be logged on as the USER – admin to set system parameters unless they have been granted permissions for their USER number. Category Sell Price Discount
From the OPTO ribbon, select the ‘Contacts’ tab and then click on the ‘Data Set’ drop menu, select the ‘Category A’ option from the list. The ‘Categories for Clients/Suppliers/Workcenters/Quotes’ window opens.
This is the Cat A field in the ‘Client Details’ window, the USER can apply a discount for this field. Enter a code for the discount in the Code field and press<TAB> to advance to the Category Description field and type in the description for the discount. Click on the ‘Sub Category’ drop menu and select ‘CLIENT’ from the list, click in the Discount field and enter the appropriate amount in percent, press<F9> to save.
Parameter Setup
From the OPTO ribbon, select the ‘Invoicing’ tab then click the ‘Systems Parameters’ drop down arrow to view the ‘Parameters – Invoice’ window. Click in the [2] Factor, Discount box to tick, press<F9> to save.
Note: This is a 2-stage tick box, no tick = Factor, ticked = Discount.
From the OPTO ribbon, select the ‘Contacts’ tab then click on the ‘System Parameters’ drop down arrow to open the ‘Parameters – Clients’ window. For the Client Category A Sell Price Discount to come into effect the Default discount amount must be zero, press<F9> to save any changes.
Note: The USER MUST have permission to set the parameter settings.
Return to the ‘Contacts’ tab and click on the ‘New/Edit Clients’ icon to open the ‘Client Details’ window. In the ‘Client Details’ window type in the client code or press<F2> and select the client from the pop-up list, click on OK and press<TAB> to generate the window. Click in the Cat (A) field and press<F2> to display the ‘Categories’ pop-up list. Click on the appropriate category to highlight and click on OK. Press<TAB> to generate the category description and press<F9> to save.
Create a Quote and/or Sales Order
Create a New Quote/Sales Order as normal, enter parts and/or materials, discount is applied automatically to all parts and materials. Press<F9> to save.
Client Dependant Discount Factor
From the OPTO ribbon, select the ‘Invoicing’ tab then click on the ‘Systems Parameters’ drop menu to view the ‘Parameters – Invoice’ window. Click in the [2] Factor, Discount box to tick, press<F9> to save.
Note: this is a 2-stage tick box, no tick = Factor, ticked = Discount.
From the OPTO ribbon select the ‘Contacts’ tab and click on ‘New/Edit Clients’, press<F2> and select the client from the pop-up list. Click on OK and press<TAB> to generate the window. Click in the Disc 1 field and type in the discount amount, press<F9> to save.
Create a Quote and/or Sales Order
Create a New Quote/Client Order as normal, enter parts and/or materials, discount is applied automatically to all parts and materials. Press<F9> to save.
Category Sell Price Fixing
From the OPTO ribbon, select the ‘Contacts’ tab then click on the ‘Data Set’ drop menu and select the ‘Category A’ option. The ‘Categories for Clients/Suppliers/Workcenters/Quotes’ window opens. Enter a code for the fixed sell price in the Code field and press<TAB> to advance to the Category Description field and type in the description for the fixed price. Click on the ‘Sub Category’ drop menu and select “CLIENT” from the list, Press<F9> to save.
From the OPTO ribbon, select the ‘Invoicing’ tab then click on the ‘Systems Parameters’ drop down arrow to view the ‘Parameters – Invoice’ window.
Return to the ‘Contacts’tab and click on the ‘New/Edit Clients’ icon to open the ‘Client Details’ window. In the ‘Client Details’ window type in the client code or press<F2> and select the client from the pop-up list, click on OK and press<TAB> to generate the window. Click in the Cat (A) field and press<F2> to display the ‘Categories’ pop-up list. Click on the appropriate category to highlight and click on OK. Press<TAB> to generate the field and press<F9> to save.
From the OPTO ribbon, select the ‘Inventory’ tab then click the ‘New/Edit Parts’ icon and either create a new part or use an existing part. If using an existing part, press<F2> and select the appropriate part from the pop-up list and click OK. In the Category field, press<F2> and select the ‘Client Fixed Price’ category from the pop-up list and click OK. Press<TAB> to advance to the Price field and enter the price for that category, press<F9> to save.
Create a Quote and/or Sales Order
Create a New Quote/Sales Order as normal, enter parts and/or materials, fixed price for the client is applied automatically to the part, Press<F9> to save.
Quantity/Client Sell Price Fixing (Parts Only)
From the OPTO ribbon, select the ‘Invoicing’ tab then click the ‘Systems Parameters’ drop down arrow to view the ‘Parameters – Invoice’ window. Click in the [2] Factor Discount tick box and press<F9> to save.
From the OPTO ribbon, select the ‘Inventory’ tab and click on the ‘New/Edit Parts’ icon and either create a new part or use an existing part. If using an existing part, press<F2> and select the appropriate part from the pop-up list and click OK. In the Qty field enter the quantity, press<TAB> to advance to the Client field. In the client field type in the client code press<TAB> to advance to the Price field and enter the price for that Client, press<F9> to save.
Create a Quote
Create a New Quote as normal, enter parts for the fixed sell price, and press<TAB>. The price does not automatically change, the USER must press<F2> and select the price from the ‘Pick Price’ pop-up window and then click OK.
Note: This feature is for Parts only. Create a Client Order
Create a New Quote/Sales Order as normal, enter parts and/or materials for the fixed sell price. The special price is applied automatically to the Quote/Client Order.
