Money
Price override log
Whenever a line is sold for something other than its list price, Fixmo records the item, the list price, the price charged, the quantity, who did it and which sale, invoice, quotation or repair it was on. The result is a report of every discount given.
What it does
Discounting at the counter is normal and often correct. What is not normal is nobody knowing how much of it happened.
Fixmo writes a row every time a line price differs from the list price. The row names the item, both prices, the quantity and the person.
It records the source too, so you can tell a discount given on a repair from one given at the till, and open the transaction it came from.
The item is stored as a plain reference rather than a link, so deleting a product later does not erase the history of what was sold and at what price.
Editing a price on an existing line records the previous price as well, so a line changed twice reads as two steps.
Every capability
| Recorded on | Sales, invoices, quotations and repairs |
|---|---|
| Captures | Item name, list price, price charged and quantity |
| Who | The user who set the price |
| Where | Branch, and the code of the transaction |
| Edits | The previous line price is recorded as well |
| Note | An optional reason on the row |
| Survives deletion | Item references are plain ids, so the log outlives the catalogue |
| Report | A dedicated overrides report, filterable by date and source |
Questions
Does this stop staff giving discounts?
No. It records them. Whether to allow discounting at all is a permission question, handled separately.
Does it log the automatic promotional price?
A scheduled promotion is the item's price while it runs. The log is for a price someone set by hand.
What happens if I delete the product later?
The log keeps the item name and the prices. It stores plain references rather than links, so history survives a catalogue change.