APPOINTMENT BOOK
Contents
1. User Manual v4 5 Updated 01 05 2012 feli 1e avag DISCOUNTING SCHEMES Viewing Incentive Discounts Available 1 Search for the client and open their client record 2 Click on the 5 Info tab 3 Click on the 0 Incen Disc tab 4 The incentive discount tab is split into five columns displaying current and historical data St Refers to the store number if you have multiple stores Month Refers to the month the incentive discount is offered in ID Offered Next Month Refers to how incentive discount the client has accumulated to be redeemed next month ID Available this Refers to how much incentive discount the client can Month redeem this month ID Taken This Month Refers to how much incentive discount has been redeemed by the client this month fH Bloggs Joe Client 1 1073 _1 Personal 2 More 3 Marketing 4 Financial 5 Info 6 History 7 j 7 Account 8 Sales 9 Bns Points 0 Incen Disc Incentive Discount Statistics St Month ID Offered for Next Mth ID Available This Mth ID Taken This Mth 0 Oct 2009 0 00 0 00 0 Sep 2009 0 00 7 78 1 Aug 2009 7 78 0 00 0 Aug 2003 0 00 0 00 0 Jul 2009 0 00 0 00 0 Jun 2009 0 00 0 00 0 May 2009 0 00 0 00 1 Apr 2009 0 00 0 00 0 Apr 2009 0 00 0 00 0 Mar 2009 0 00 0 00 0 Feb 2009 0 00 0 00 gt EE E 0 y chaa Last Visit 31 08 2009 LestPaid 53 31 Bank Last Staff arate 27 04 20092. 5 You will now need to enter the quantity the client must purchase to qualify for the discount in the Disc_Qty column You can then either enter the discount percentage in the Disc Per column or alternatively in the Disc_Price column enter the actual price you wish to charge for the product once the discount has been taken into account Whichever column you choose to edit the other column will be automatically updated 1 General 2 More 3 Stock Client Discounts 63 13 59 80 66 45 66 45 me 4 gt rmonnmer ole atow waca Fig 8 5 HAIRLINKS User Manual v4 5 Updated 01 05 2012 DISCOUNTING SCHEMES SETTING UP PERSONALISED DISCOUNTS Personalised discounts are used to give one client a discount on one particular product when they purchase it at billing You can set the start on and finish on dates so the discount will only last for a specified period Initial Personalised Discount Setup 1 Click on the Options menu and then click Setup 2 Click on the Product button 3 Click on the 2 Discounts tab 4 Place a tick in Use Personal Discount Scheme NL Goods amp Services Setup 1 Options 2 Discounts 3 Forms 4 E Ordering Master Price Names Master Use Quantity Based Discount Scheme Use Client Based Discount Scheme Use Bonus Points Use Incentive Discount Scheme Use Personal Discount Scheme M All
3. Products cccccesseeseeeeeeees 12 Assigning Incentive to Discount Levels to Clients c000 13 Viewing Incentive Discounts Available ssceseeeeeeeeeeeeeeeees 14 Advanced Discount Setup Options ccccceseseeteeeeeeeeeeeeeeeeeeeeees 15 Allow Negative DiSCOUNM cccccesteeeeeeeeeeeeeeeeeeeeeeeeneneeeeeeeeeeseeeeeneaes 15 Syndicate Discounting from Members Error Bookmark not defined HAIRLINKS User Manual v4 5 Updated 01 05 2012 H ET CIAA DISCOUNTING SCHEMES OVERVIEW HairlinkS is able to be configured to apply discounts in a number of different manners The scheme you choose will depend on a number of different factors A client can receive a discount because management can assign one to the product the client or to the quantity of product purchased Automating discounts mean that fewer mistakes are made at the point of sale and the providing of discounts can be regulated CLIENT DISCOUNTING SCHEME The client discounting scheme is the most commonly used of the discounting schemes and it is also the simplest If you want to set up a basic discounting scheme then this is the one to use It will assign clients into different discounting groups that determine the discounts they receive on product and services For example students may get a 5 discount while pensioners receive a 10 discount Initial Client Discount Setup 1 Click on the Options menu and
4. then click Setup 2 Click on the Product button and then click on the 2 Discounts tab 3 Place a tick in Use Client Based Discount Scheme 4 Under Use Client Based Discount Scheme enter the names of the discounting levels you wish to use IE Goods amp Services Setup 1 Options 2 Discounts 3 Forms 4 E Ordering Master Price Names Master Use Quantity Based Discount Scheme Use Client Based Discount Scheme Use Bonus Paints o Use Incentive Discount Scheme Use Personal Discount Scheme Allow Negative Discount Syndicate discounting from Members Bonus Poin Fig 8 1 HAIRLINKS User Manual v4 5 Updated 01 05 2012 DISCOUNTING SCHEMES KAIETAN Assigning Discounts to Products 1 Open the product record you wish to give a discount to 2 Click on the 4 Discount tab 3 In the Client Discounts section enter the Client Discount amounts you wish each client discount category to receive for this product You can enter the client discount percentage in the Disc Per column or alternatively in the Disc Price column enter the actual price you wish to charge for the product once the discount has been taken into account Whichever column you choose to edit the other column will be automatically updated 4 Click on the tick button to save the discounts ML Dog Kennel Product 1 9998 2 More 3 Stock 4 Di Complex 6 Histo
5. Branch Visis 377 n Bill Num 1 22942 AcNum i 16 02 2004 anes 027 RERS e o NS oo Fig 8 13 HAIRLINKS User Manual v4 5 Updated 01 05 2012 DISCOUNTING SCHEMES Kelik Cr ADVANCED DISCOUNT SETUP OPTIONS Allow Negative Discount If Allow Negative Discount is on users can enter a negative discount for product items For example if a client had a 10 discount on a 10 product they would end up paying 11 for that product at billing USE THIS FEATURE WITH CAUTION 1 Click on the Options menu and then click Setup 2 Click on the Product button and then click on the 2 Discounts tab 3 Place a tick in Allow Negative Discount HAIRLINKS User Manual v4 5 Updated 01 05 2012
6. DISCOUNTING SCHEMES Kelit a4 DISCOUNTING SCHEMES CONTENTS OVS VIO W aaa ae bcienienstsse ea eatsemeseine ae sakameanosnaaateeatenceuass 2 Client DISCOUNTING SCHEMGE ccccceseeeseeeeeeeseesseeeeseeenensneeesenneeess 2 Initial Client Discount S CtUP ceceeeeeeeeteeeeeeeeeeeeeeeeeeeeeeeneneeeeeeeeeeaes 2 Assigning Discounts to Products ccccececeeeeseeeeeneeeeeeeeeeeeeeeeeeanaes 3 Assigning Clients to Discount Levels to Clients ccceceeseeeeees 4 Setting Up Quantity Based Discounts ccccesseseseeeeeeeeeeeeees 5 Initial Quantity Based Discount Setup cccccceeeeseeceeeeeeeeeeeeeeeeeees 5 Assigning Quantity Based Discounts to Products c cceeeeeeee 6 Setting Up Personalised DISCOUNTS ccccseseeeeeeesseeeeeeeeeeeeees 7 Initial Personalised Discount Setup ccseeeceeeeeeeeeeeeneeeeeeeeeeeeees 7 Assigning Personalised Discounts to Clients cccccsssssseeeseeeees 8 USING Incentive Discounts siiicsccsdietccadesicecvevesnctssncavasicivessensessandsseis 9 Initial Incentive Discount Setup cee eeeeeeeeeeeeeeeeeeeeeeeeeeeeeneeeeeeeeeeeee 9 Activating Incentive Discount iiiciiciedinieierisencetmncunestiwediencinneianivinduecsinnsinneienday 9 Make Incentive Discount Available on Cash Bills ccccsssssseeeeeeeees 10 Choosing Day of Month for Incentive Discount to Expire 000 11 Assigning Incentive Discounts to
7. MyPC 4 Messages 5 Till Categories Master Use Operator Grade Based Pricing C Store Animal Location On Bill Use Day of Week Based Pricing _ Allow Negative Discount ah a eee cerca Item Date Format Date dd mmm YYYY Auto release Bill X gt O0OSg00 000a Z Pr v m x LIC _ a Me Ei a HAIRLINKS User Manual v4 5 Updated 01 05 2012 DISCOUNTING SCHEMES R pr 0 ar4 Choosing Day of Month for Incentive Discount to Expire 1 Click on the Options menu and then click Setup 2 Click on the Fianace button 3 Click on the 6 Statements tab 4 Enter the day you wish incentive discount to expire in the Day ID expires on field ML Finance Setup 1 Buy Taxes 2 Sell Taxes 3 Charges 4 Franchises 6 Statements 7 Stm Others 8 Stm Fees 9 Banking Iv iv Iv Iv Iv iv L al Iv iv L L L L L HAIRLINKS User Manual v4 5 Updated 01 05 2012 HET ava DISCOUNTING SCHEMES Assigning Incentive Discounts to Products 1 Open the product record you wish to give a discount to 2 Click on the 4 Discount tab 3 In the Client Discounts section enter the Incentive Client Discount amounts you wish each client discount category to receive for this product You can enter the discount percentage in the IDisc Per column or alternatively in the IDisc Price column enter the actual price you wish to charge for the pr
8. atamert Reason Why bi Oe On_By_Number Fig 8 3 HAIRLINKS User Manual v4 5 Updated 01 05 2012 DISCOUNTING SCHEMES KAIETAN SETTING UP QUANTITY BASED DISCOUNTS Quantity based discounts are used when you want to give clients discounts based amount the amount of a product they buy For example if a client buys five Shampoo bottles they can receive a 5 discount off each bottle if they buy ten Shampoo bottles they can receive a 10 discount off each bottle Initial Quantity Based Discount Setup 1 Click on the Options menu and then click Setup 2 Click on the Product button 3 Click on the 2 Discounts tab 4 Place a tick in Use Quantity Based Discount Scheme ML Goods amp Services Setup 2 Discounts 3 Forms 4 E Ordering Price Names Master Use Quantity Based Discount Scheme Use Client Based Discount Scheme Use Bonus Points Use Incentive Discount Scheme Use Personal Discount Scheme Allow Negative Discount Syndicate discounting from Members j Bonus Poin Fig 8 4 HAIRLINKS User Manual v4 5 Updated 01 05 2012 H ET CIAA DISCOUNTING SCHEMES Assigning Quantity Based Discounts to Products 1 Open the product record you wish to give a discount to 2 Click on the 4 Discount tab 3 Go to the Quantity Discounts section 4 In the Disc_Qty field enter the number of items a client must purchase to receive a discount
9. oduct once the incentive discount has been taken into account Whichever column you choose to edit the other column will be automatically updated 4 Click on the tick button to save the discounts 1 General 2 More 3 Stock Client Discounts 14 gt emenme 6 e 8 atom Avea Fig 8 11 HAIRLINKS User Manual v4 5 Updated 01 05 2012 DISCOUNTING SCHEMES KAE TICE Assigning Incentive to Discount Levels to Clients 1 Open the client record you wish to assign to a discount level 2 Click on the 3 Financial tab 3 Choose the Discount category you would like this customer classified under for client discounts by selecting a discount category for Disc on Svc Disc on Retail and Disc on Mat Q NOTE Setting the incentive discount category here will change the Incentive discount bonus point and client discount category they are in You cannot be in the Pensioner incentive discount category for services and be in the Normal bonus point category for services as well 1 Personat 2 More 3 Marketing 4 Financial 5 Info 6 History 7 Doe Mgr 8 Contacts F ShowExpredEnnes Personalised Discount Schedule Commercial No y Product Finish On StafflD Discount linc Disc Acc Fee Acc_Feet v DiAter Vax Craam 1801 2012 18022012 AK 20 inderest reerest0 Disc an Retail Disc on Mat bi Oe On_By_Number HAIRLINKS
10. ow Negative Discount Syndicate discounting from Members Bonus Poin Fig 8 6 HAIRLINKS User Manual v4 5 7 Updated 01 05 2012 HET CAA DISCOUNTING SCHEMES Assigning Personalised Discounts to Clients 1 Open the client record you wish to assign to a discount level 2 Click on the 3 Financial tab 3 Click on the button in the Personalised Discount Schedule Panel 4 Click OK and a product search window will open 5 Search for the product you wish to add to the client s personalised discount schedule 6 The product will now be added to the client s personalised discount schedule 7 You will now need to enter start and finish on dates the staff id of the person who entered the discount and the discount percentage Start On FintshOn StafflD Discount s jinc Disc Di Ater Vax Craam 1801 2012 18 02 2012 AK F ShowExpiredEnnes Personalised Discount Schedule Disc on Sve Disc an Retail Disc on Mat Def Pront 1 Cash Stop Mailers No Stop Chaque No Stop Charges No Stop Statamert No Reason Why m a gt r oe cn oy numer pf mo of eo djass aeaf Fig 8 7 HAIRLINKS User Manual v4 5 Updated 01 05 2012 DISCOUNTING SCHEMES X ar 0 av4 USING INCENTIVE DISCOUNTS Incentive discounting is used when you want reward clients for paying their accounts on time by giving them a discount For example if your business has set incenti
11. ry 7 Stats 8 Doc Mgr 1 General Pir mm 510 00 510 00 459 00 510 00 469 20 510 00 479 40 510 00 489 60 510 00 510 00 510 00 510 00 510 00 510 00 510 00 510 00 510 00 510 00 510 00 5 10 459 00 8 469 20 6 479 40 4 489 60 510 00 510 00 Fig 8 2 HAIRLINKS User Manual v4 5 Updated 01 05 2012 H ETICA DISCOUNTING SCHEMES Assigning Clients to Discount Levels to Clients 1 Open the client record you wish to assign to a discount level 2 Click on the 3 Financial tab 3 Choose the Discount category you would like this customer classified under for client discounts by selecting a discount category for Disc on Svc Disc on Retail and Disc on Mat Q NOTE Setting the incentive discount category here will change the amp Incentive discount bonus point and client discount category they are in You cannot be in the Pensioner incentive discount category for services and be in the Normal bonus point category for services as well 1 Personal 2 More 3 Marketing 4 Financial 5 Info 6 History 7 Doe Mgr 8 Contacts F Show ExpedEnies Personalised Discount Schedule Commercial FintshOn StaflD Discount jinc Disc Acc Fee Di Atarax Craam 1801 2012 18022012 AK brerest Dise on Sve Disc an Retail Disc on Mat Def Pmnt Stop Mailers Stop Chaque No Stop Charge Stop St
12. ve discounting to expire on the 20 of the month and a client purchases a product with an incentive discount on the 1 of July That client has until the 20 of August to pay for the product in full to receive the incentive discount Initial Incentive Discount Setup Activating Incentive Discount 1 Click on the Options menu and then click Setup 2 Click on the Product button 3 Click on the 2 Discounts tab 4 Place a tick in Use Incentive Discount Scheme A Goods amp Services Setup 1 Options 2 Discounts 3 Forms 4 E Ordering Master Price Names Master Use Quantity Based Discount Scheme Use Client Based Discount Scheme Use Bonus Points ama i Use Incentive Discount Scheme Use Personal Discount Scheme M Allow Negative Discount Syndicate discounting from Members Fig 8 8 HAIRLINKS User Manual v4 5 Updated 01 05 2012 feli 1e avag DISCOUNTING SCHEMES Make Incentive Discount Available on Cash Bills Incentive discount can also be made available on cash bills Therefore giving clients an incentive to pay in cash rather than charging to account to obtain the discount 1 Click on the Options menu and then click Setup 2 Click on the Bills button 3 Click on the 1 Master Site tab 4 Place a tick in Make Incentive Discount Available for Cash Bills 6 Payments 7 Batch Mode 8 Vouchers 1 Master Site 2 User 3
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