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Setting Customer Discounts Using the Special Service Customer Setup Option

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Use the Special Service Customer Setup button to set discount information that will be used for customers who receive special pricing considerations.

Step 1. From the Dealership Accounting main menu, select Setup. The System Setup menu will open.

Step 2. Click Integrated Service Sales

Step 3. On the Integrated Service Sales Posting Setup menu, select Special Service Customer Setup. The Special Customer Parameters screen will open.

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Step 4. In Last Eight, type the last eight digits of the vehicle identification number (VIN). You can search for a customer by clicking Service Customers. Search for a customer based on the first three letters of the customer’s last name, the last four digits of the customer’s phone number, or the customer’s license number. A list of customers who meet the criteria you selected appears. Click the customer you want to select.

Step 5. In Name, type the customer’s name.

Step 6. In Acct. A/R Control, type the customer’s accounts receivable control number. You can search for existing controls by clicking A/R List. Type the letter that the customer’s last name begins with, and a list of customers whose names begin with that letter appears. Click the customer you want to select.

Step 7. In Counter Parts Credit Limit, specify the customer’s credit limit for parts, and use the Taxable field to identify if the parts purchases are taxable. Type Y for yes or N for no.

Step 8. In Service Credit Limit, specify the customer’s credit limit for service, and use the Taxable field to identify if the service sales are taxable. Type Y for yes or N for no.

Step 9. In Eligible for Parts WINS/Comp (Fleet-Gov-Etc), type the code/letter that indicates why the customer is eligible for the discount. Enter F for fleet, G for government, or ? for any other category.

Step 10. In WINS/Comp Code, type the customer’s WINS or compensation code.

Step 11. In Price Level Matrix Code for Parts, type the code that corresponds to the pricing matrix used for this customer (A0 through Z4).

Step 12. In the Special Discounts section, type the discount percentage for parts and labor and the default discount code that should be used.

Step 13. Click Save to save the information.

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