Question Submit

Friday, August 12, 2005

Help Needed.


Help! We are and aerial survey company and we give volume discounts on certain products and I cannot see a way in QB2005 Pro to set up volume discounts or any discounts with arbitrary controls tied to the item not the customer. To be specific, we give a discounted per negative charge based on the number of units sold. We also have an up charge per negative for high altitude photography. Each of these has several levels based on how high or how many.


This sounds like a very interesting business. I did some research on this, and I am not able to determine a way for QuickBooks to calculate discounts based on a formula. If this is something that is very important to you (like thousands of dollars important) you could look into getting a more robust accounting program where a programmer could input a formula to do this.

Assuming that you don’t want to spend tons of money, but you still want to show your customers that they are getting a discount because of the volume of their business you can set-up a discount item. To do this:

1. Go to Lists - Item List

2. Select New Item.

3. When it asks for a type...choose discount, and the account that you want discounts to show up in.

4. Write a description of the discount that you want to show up on your invoice.

5. I would leave the amount/percentage blank, so that you can adjust based on your volume formula.

Sorry that it took so ling, and that I wasn't more help.

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