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Discounts

Bally
  • Updated

In this section, you will learn about the various types of discounts, how to apply discounts to a worksheet, and how to change columns to view the discount.

There are various types of discounts in Worksheet. The following are definitions of each discount type.

Discount type

Definition

Sell -%

The discount percentage off the list price given to the client or end user.

Sell +%

The mark-up percentage to the client or end user based on the dealer’s cost.

Purchase %

The dealer discount, a percentage off the list price.

Margin %

The gross profit percentage which is calculated as Margin$ divided by Sell$.

Notes:

  • List $ = The manufacturer’s published list price.

  • Purchase $= the dealer’s cost after discounts.

  • Sell $ = The cost to the client or end user.

  • Margin $ = The profit margin in dollars which is the difference between what the end user paid (Sell $) and what the dealer paid (Purchase $).

To apply a discount

  1. From the Worksheet menu, click Apply Discount.

  2.  To save this discount to the current discount schedule, type a discount Description.

  3.  Click Sell- %, Sell+ % or Margin % and enter the percentage.

  4. Check the box for the Purchase % and enter the percentage.

  5. Discount values can be entered as a straight percentage (i.e. 35%) or as a breakdown. Click the button to apply discounts on top of discounts (i.e. 50/10/5). 

    Type the first discount in the top box, tab to the next field to enter the compound discount. The Discount Breakdown will automatically do the math.



    Note: If you have a four-tier discount, put the total discount on the first line then put the fourth discount on the second line.

  6. You can apply discounts based on Column Heading criteria, for example, Cat equals SCA. This will have the discount apply to only lines that have SCA in the Cat column. Using the "equals" Operator indicates that the column must meet the exact criteria.  You can also change the Operator to "is not equal" or "contains" by clicking in the Operator cell.



  7.  Click Apply discount to all items (within all levels). For information about levels see Standards and Outline levels.

    You can also apply discounts to the current item, or to the selected items.

  8. Check Add discount to the current schedule to save the discount to a schedule.

  9. Click OK.

Note: To view the discount columns in the worksheet, right-click on any column header then select Customize columns.

 

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Discount schedules

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