Discounts and Markups

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Discounts and Markups

As can be seen in the calculation at the start of the line charges section all contributions to the line charge can be influenced by the discounts you have chosen to apply. The Machine Time Charge can be decreased by the Machine Time Discount, the Materials Charge by the Materials Discount and the Consumables Charge by the Cutting Costs Discount. These discounts are applied all items in the quote and are modified in the quote parameters window.

 

A global setting is available which switches the Discount percentages to Markup percentages. Note a negative discount is equivalent to a positive markup and vice versa, eg -20% discount is equivalent to a 20% markup.

Overall Discount is applied "additively" to the Machine, Material and Cutting Cost Discounts, not multiplicatively/sequentially.  Thus a 50% overall discount and a 50% material discount will result in no material being charged.  It is recommended to use EITHER Overall discounts OR the Machine Materials and Cutting Cost Discounts, not both together.

Overall Discount is applied to all costs in the quote except the Freight Charge.  Care should be taken in creating quote report templates listing Programming Charge or Other Charges, as if an overall Discount (or Markup) is applied, if the report displays the raw database values of Programming Charge or Other Charges, then items will not correctly add to the quote total - see Quote Reports: How to show Charges