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client discounts

Submitted by hillsvet on Thu, 08/11/2012 - 15:14
in

Hi,

we are trying to set up discounts for senior clients. In setting up the discount under discount type (ADmin, types), even though we choose "fixed" discount & put the dollar amt in the "percentage" box (as can't see where else to enter the fixed amt) it only seems to apply a 10% discount.

We are wanting to add a discount to a product "consult"

THanks for the help,

Kerry

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Re: client discounts

Submitted by tgething (not verified) on Thu, 08/11/2012 - 16:29.

Kerry - you might want to look at http://www.openvpms.org/documentation/discounts - as a newcomer to OPV I found the discount system somewhat overwhelming so after some playing around, wrote up this documentation.

If you want a cruder way of giving discounts, you can create a product (called say ''Discount") with a negative price and just include this as a line item, and adjust the amount to the discount you actually want to give.  The system is quite happy to have items with negative prices - but it will not allow you to generate an invoice where the total of all line items is negative.

Regards, Tim

Re: client discounts

Submitted by tanderson on Wed, 21/11/2012 - 12:01.

I'm not too keen on the ability to enter a negative price to do this. The only reason it is supported is because legacy systems being migrated from supported it; in order to get the data into OpenVPMS the constraints had to be relaxed.

When I get some time, I'll put together a project to allow discounts (called allowances in UBL terminology) to be entered for an invoice. Non product charges (e.g. freight) could be handled similarly. This way, you don't need to create dummy products to handle them.

-Tim

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