Category - Customers, Pricing & Discounts

These lists feed combos on the customer form (Customer Service → Customer Management): Currency and Payment on the Financials pane, Route and Drop on the Ship To address. There is no screen to edit any of these lists today, nor the country or company weekends and holidays; your OpenJanela administrator sets them up. Currency and […]

The customer record holds the defaults that every new quote or order for that customer starts with. Open it in Customer Service → Customer Management, select the customer, open Details and click Edit. The form has the panes Details (name and main contact), More, Main Address, Financials, Dealers and Notes. Changing a field here affects […]

The Pricing Group screen holds a customer’s line discounts plus several company-wide pricing lists. Open it from Customer Service → Customer Management, pick the customer, then press the Pricing Group button. It has five collapsible panes. Only two of them belong to the customer you opened; the other three are global lists shared by every […]

Every customer has a Type (what kind of business it is) and a Status (whether you may trade with it now). Both are chosen on the customer’s More pane in Customer Service → Customer Management. There is no screen to edit the type or status lists today; your OpenJanela administrator sets them up. Customer types […]

Discount levels replace the order’s single % / $ discount with numbered levels. Each level holds a discount and a standard commission per series or part family. Turn them on in Administration and Setup → Company Preferences with Use discount factor levels (group Pricing & rounding). There is no screen to edit the level table […]

A flash discount is a temporary percent off item prices for chosen series and customer groups, with a reference text and an end date. Set it in Administration and Setup → Company Preferences, on the Flash Discount tab (titled Company Flash Sale Discount). To create, delete or save rows you need the user right Create/Edit […]

A line discount is a percent taken off the price of a part or option line while an item is priced. You set them on the Pricing Group screen (Customer Service → Customer Management → customer → Pricing Group). Customer rows are in Partners Line Disc. and group rows are in Partners Group Line Disc.. […]

Create and change payment terms in OJ Setup → Product Setup → Payment Terms. Open How payment terms work at the top of the screen for a short explanation; the panel also shows the due date an invoice dated today would get with the term you are looking at. How due dates, pay-by lines and […]