We would like to add an upcharge to a few particular customers. They would pay a 2% additional charge per line item.
You actually can put a -% in the discount field, which does apply an additional cost, BUT the discount field can appear on reports / forms unless you make sure to use something that doesn't. The larger question, imo, is when charging a customer an additional amount, is where is the BEST place for that cost to go? Whether that needs to be a per-line item, per-order, per-part number, per-shipment, etc. it can also be its own line items, which can be common for shipping charges, breaking out tariff costs, etc. if it's a known cost that the customer acknowledges. Do your salespeople apply the cost ad hoc or do you need the system to make sure it applies? If it's more of a permanent change (or one you don't want the customer to necessarily see), you could apply it to the markup % in Estimating and then turn it into a CO. You could also put that 2% in the price breaks in Customer Part Pricing if you list those.
There's a lot of different ways to do the same thing, but it comes down to what's most efficient and 'should the customer see it?', imo
We would like it to be per unit cost per line/part number on the customer order and do not want the customer to see the "discount", This would be a permanent change to that customer. We currently don't use discount codes so this would be something new to us to set up. Most of the items are standard items and wouldn't necessarily be quoted before each purchase.
Hmm well if you'd rather avoid estimating, tbh I'd go with Customer Part Pricing and adjust from there, which will pull in the desired default pricing each time someone adds the relevant part number(s) for the relevant customer(s), but still give them the option to adjust if needed. On the other hand, if said customer buys like hundreds of part #'s and/or the rate of pricing change is high, may be tougher to manage this way
