Frequently Asked Question

Overview

In Counterpoint, you have the ability to set a default discount that can be applied to all web orders. 

The discount becomes a default value and is applied to ALL invoices processed by the counterpoint web order routine. However, you also have the ability to exclude certain clerk IDs.

Defining the Discount

In Counterpoint, navigate to the system parameters:

9. System Utilities > 3. System Setup > 4. Sales Desk > 2. Parts Billing Parameters

Select Screen 5

Within this screen, there are two options to control the discount. 

Setting the discount % and message

The setup of the discount itself involves 2 fields

23. Web Discount Percentage - Here you enter the percentage discount you would like applied to web invoices. Again, once set, this value is applied to ALL web orders

24. Web Discount Message - This is the text that will display on the invoice to indicate that the discount was applied

Setting up exclusions

Next, you can exclude certain clerks from the discount via

32 - Clerks with No Web Discount Applied - If the web order is processed as one of these clerks, then the discount will NOT be applied to the order. In order for this to take effect, the clerk MUST be applied to the customer on the autoecat customer setup.

If you are using either AConneX or Nexpart catalogue integrations, all of the orders for those respective catalogues are processed under a common clerk ID by catalogue. If you wish to exclude the discount from either of those catalogue, please confirm with AMS on which clerks are used.