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ASSISI DISCOUNT STRUCTURE

NOTE: You can specify which specific fees or items of stock are eligible for or excluded from the following discounts by selecting Allow Settlement/Allow Other Discounts/Allow Branch Differentials when configuring the stock and fees. Any product without these options ticked would be excluded from the relevant discounts.

  • Branch Differentials: You can mark up/discount stock and fees by a set percentage per branch. On the branch screen (Settings Menu/Practice Setup/Branches), in the Markup Variation box for stock and the Fee Variation box for professional fees, enter a positive value to mark up or a negative value to discount. It will only apply to those stock and fees that have the Allow Branch Differentials box ticked – see note above.

  • Standard Discounts on the Client’s Financial Screen – any percentage typed in this field can apply to just stock, just fees or both stock and fees. The same percentage discount will be applied to both if you choose both stock and fees.

The discount value percentage should be typed onto the financial screen on the client record and the indicator that determines whether that discount applies to stock or fees or both is set up on the client’s Terms Code. On this screen, positive values will apply a discount and negative values will surcharge.

  • Terms Codes: More flexible discounts can be set up using the client’s Terms Code. These allow different percentage discounts for stock and fees. On this screen also, positive values will apply a discount and negative values will surcharge.

You can also set up settlement discount on the Terms Code. This allows you to add a message to the Terms Code that will print on the clients’ invoices which specifies the value of the discount that they can deduct from the total if they pay within the specified number of days, together with the date by which they need to pay. You can include in the message the recalculated VAT amount if they do claim the discount.

  • Special Prices: You can apply discounts for specific stock or fee codes, instead of to all stock and fees, for all clients on a specific Terms Code using the Special Prices option on the individual stock or fee file.
  • Quantity Breaks: This option allows you to set discounts > according to the quantity of product sold. The product can be set > up for as many quantity breaks as you wish. On the relevant stock > file, click Qty Breaks. This would allow the discount for all > clients.

  • Schemes: Schemes apply to the animal and not the client and were designed to manage in-house schemes that involve a monthly subscription by the client. Discounts can be applied by analysis code and/or individual stock and fee codes. Animals are registered into schemes for a specific period and can be rolled on when that period expires and you can choose to supply a specific number of products at a discount – or free of charge - within the registration period.

  • Insurance Discounts: Prior to Schemes being added to Assisi, Insurance Discounts were generally used for allocating discounts to animals. As with Schemes, this was designed with in-house discount schemes in mind. There is no subscription pricing structure build into this option, however, and you do not need to register the animal for a specified period, so therefore these discounts can apply indefinitely, with no rolling-on required.

Insurance Discounts are applied by stock and fee analysis codes only but some large animal practices prefer this method for standard discounts to generate the individual prices charged and then use the Terms Codes for settlement discount on the total amount charged.

  • Nett Nett prices: If you wish, you can pass on Suppliers’, Manufacturers’ and other special discounts to selected clients. This reduces the cost price of the product according to the discounts specified on the product file and then your mark-up for that product is applied to this reduced cost price instead of the standard cost price.

Each product has to be enabled and configured for nett nett pricing and then you specify (on the Terms Codes) which customers are allowed this discount and for which of those eligible products. From here, you can filter the discount by Animal Types and by either Stock Analysis Code or Stock Product Code.

  • Manual Discounts: If you prefer to let the user apply the discount, each fee or stock item billed can be discounted manually.