Discounting a Part Sale

This guide explains how to manually apply a discount when issuing parts using the Navigator Parts Point-of-Sale system. While many customers and departments have pre-set pricing rules, there are situations where manual discounting is required - for example, for ad hoc customer incentives or internal department pricing.

Automatic Pricing Overview

• Customer records may have standard discounts which are applied automatically.

• Workshop and Sales Department issues are also priced automatically by the system.

However, manual adjustments may be necessary in certain cases.

Steps to Apply a Manual Discount

1. Enter the Part:

• Type in the part number and press Tab (not Enter) to display the part details on screen.

2. Override the Price:

• Click the Override button or press F2 to open the price override screen.

• Choose your preferred pricing method:

  • Enter a discount percentage off the retail price.

  • Use the dropdown to apply a mark-up on cost price.

  • Alternatively, manually enter a sale price, either VAT-inclusive or exclusive.

3. Confirm the Discounted Price:

• Click OK to return to the main screen.

• Click Add or press F3 to add the part to the invoice with the updated pricing.

4. Complete the Sale:

• Continue with the rest of the sale as normal.

• Raise the invoice to the relevant customer (e.g. a cash customer).

Important Tips:

• Always use Tab after entering a part number to enable price override.

• Use price overrides responsibly and in line with your dealership's pricing policy.

• Staff permissions may limit the level of discount that can be applied.