Define and establish the type of products produced within your business.
Product Type Discount allows the setting of Contact specific discounts for individual Product Types.
There are basically two steps involved in setting up this feature.
In Specifications, under Product Types, you find Allow Contact Discount.
To activate this feature, tick the Allow Contact Discount in the relevant Product Type edit popup. Each Product Type needs to be set individually.
Allowing Contact Discount activates the Product Type Discount tab in Contacts, where the individual Product Type Discounts can be set.
Add a Product Type Discount by clicking on the Add Record button. Edit an existing discount by double-clicking on a row or by clicking on the edit icon.
Select a Product Type and set the Discount Percentage value.
Please note: A product can only be selected once.
Once the Product Type Discounts are set, the Discount amounts will be set automatically in the Quote for all defined Products.
The Subtotal amounts are calculated accordingly.