Use this screen to enter special prices for a customer. These prices override any discounts entered on the Inventory screen, unless those discounted prices are less than the special prices entered here.
Helps Accessed From the Quoted Prices (Q) Screen
File Help (Q)
Ctrl+N—clears the screen, without saving or unsaving the current record, and sets the reference number to the next available number.
F5—exits lookup.
F6—opens lookup.
F9—saves record.
Shift+F9—deletes record.
F10—goes to the Selection Screen.
Shift+F10—goes to the Menu Bar.
Esc—exits one level.
Alt+F4—exits ABC.
Ctrl+L—Loads the last customer which was loaded on the Customer (C) screen, Deposit (D) screen, Quote (Q) screen or Receivable Invoice (R) screen.
F7—opens/loads previous record.
F8—opens/loads next record.
Tools Help (Q)
Ctrl+G—Gets or jumps to the address of a certain field. When you press Ctrl+G, a message box appears telling you the address of the field your cursor is on. You are also given opportunity to jump to another address. Enter the location number of the field you want to jump to, or enter F and the field number of the field you want to jump to.
Ctrl+J—accesses a Journal to record anything that you want to remember about this quoted price. To see previous notes, press Ctrl+J. When you are done, press F9. The notes will be saved with the date and time.
Ctrl+K—accesses a second journal. It is similar to the Ctrl+J journal, but saves your notes with only the date.
Ctrl+W—puts the reference code on a Word Processor list. To see the list, press F10, W, Ctrl+N (to clear screen) and then type QLIST. Ctrl+W
Ctrl+Z—Zap! Undoes latest changes to the line the cursor is on.
Shift+F3—brings up an accountant's* calculator when your press it the first time. The second time you press it, the final calculations showing are entered into the field the cursor was on.
+ adds or totals - subtracts / divides
* multiplies ) clears ( exits calculator
= totals or equals
*If you are not familiar with an accountant’s calculator, you may want to take a little time to familiarize yourself with the differences in usage here. Figures are entered as positive or negative: i.e. 100+50-75= would be entered as 100+; 50+; 75- The answer calculates each time you press the positive or negative sign. The = sign or Enter key seldom need be used unless you are multiplying or dividing.
Starting Date (Q.1)
This is the date the Quoted Price becomes effective. If no date is entered, it becomes effective as soon as the record is saved.
This is the date the Quoted Price ceases to be effective. If no date is entered, it remains in effect until the record is deleted.
This is the maximum quantity the customer may purchase at this discounted price. If no quantity is entered, the customer will receive this discounted price until the quoted price record is deleted. The maximum quantity can be exceeded if multiple lines for the item are on an invoice.
The discounts or special prices entered here when within the Starting Date and the Ending Date will override the Outside Date Discount below and the discounts on the Inventory (I) screen unless the calculated price for the Discount—Special field on the Inventory screen is less.
Discounts are set up the same way on the Quote screen as on the Inventory screen. See Inventory Discount helps.
In the event of a long string of discounts here, just keep typing. The field will scroll and allow you to enter quite a lot here. To view it later, click on the little curved arrow icon. A box opens up for viewing whatever was entered here in its entirety
The discount level is found on the Customer (C) screen, the Customer Type (Y) screen and the Quoted Price (Q) screen—with the latter overriding the former.
This field is used to calculate discounted prices for this customer. Enter A, B, C or D to specify which Discount field from the Inventory (I) screen you want to use. If you leave this field blank, the program automatically defaults to Discount field A.
You may also enter a Level Code (A, B, C, or D) followed by a percentage, to give this customer an additional discount. For example, if you enter A5 here, items sold to this customer will be given the Level A discount from Discount A on the Inventory item, plus an additional discount of 5%. Discounts are calculated sequentially, so if Discount A is 20% and the customer gets an additional 5%, the resulting discount would be 24% (80% x 95% = 76%).
To calculate prices for this customer as a certain percent over Cost, enter E followed by a number. For example, E20 means that prices for this customer will be calculated as 20% over cost.
If this item is not normally taxable, enter E for Exempt. If this field is left blank, the program will automatically calculate sales tax based on whatever tax code appears for that item on the invoice.
The discounts or special prices entered here will override discounts on the Inventory screen, but not the Date Discount above, when within the Starting Date and the Ending Date. The only exception to this is the Discount—Special field price on the Inventory (I) screen. If it is less than this, it will override this Outside Date Discount.
Discounts are set up the same way on the Quote screen as on the Inventory screen. See Inventory Discount helps.
In the event of a long string of discounts, just keep typing. The field will scroll and allow you to enter quite a lot here. To view it later, click on the little curved arrow icon. A box opens up for viewing whatever was entered here in its entirety
The Note field may be used to enter any information you wish to remember about this price.
In the event of a long message, just keep typing. The field will scroll and allow you to enter quite a lot here. To view it later, click on the little curved arrow icon. A box opens up for viewing whatever was entered here in its entirety
This Unit overrides the Unit on the Inventory screen for the Customer.
Enter the code for the product you are discounting to the customer. You may enter either an item number or a group code. In either case, the code must be set up on the Inventory (I) screen as an item.
If you enter an item number, the Quoted Price will apply to that item only. If you enter a group code, it will apply to all items having that group code on the Inventory (I) screen. If you enter Quoted Prices for both an item and the group it is in, the item price will override the group price.
For information on setting up Group Code, see the help for the Inventory screen titled “Group Code.”
Customer Code (Q.1008)
Enter the code for the customer to whom you are giving a discount or special price.
Explanation for the Quote Screen
Use this screen to enter special prices for a customer. These prices override any discounts entered on the Inventory screen, unless those discounted prices are less than the special prices entered here.
Prices may be by Inventory Group or Inventory Item. Item overrides Group. For information on setting up Group Code, see the help for the Inventory screen titled “Group Code.”