Discounts

Overview

You can also apply manual and automatic discounts/markups to items or to the whole document. You can set up special conditions to assign automatic discounts, for example, total cost of goods if a sales order exceeds a certain level or provide a discount for the customer's birthday.

Enabling Discounts

To use manual discounts:
  1. Go to Master data and settings > CRM and marketing.
  2. Select the Discounts adjustments in sales checkbox.
3. To set limits for manual discounts in sales terms, select the Limits for discount adjustments in sales under agreements checkbox. It adds the Limit discount adjustment checkbox to the Sales terms and conditions tab of standard and special terms of sales.
4. To set limits for manual discounts for users, select the Limits for discount adjustments in sales by users checkbox. It limits the discount that users can specify for customers in the system. To set up limits, go to Master data and settings > User and right settings > User, open any user and click Sales rules. Select the Limit discount adjustment checkbox and set the limits you need for manual markups or discounts.
To use automatic discounts:
  • Go to Master data and settings > CRM and marketing.
  • Select the Discounts/markups in sales checkbox.

Creating Discount Types

To create a discount type:
  1. Go to CRM and marketing > Discounts (markups).
  2. Click Create and select the possible discount type:
  • Discount (markup) as a percentage.
  • Discount (markup) as an amount for the document.
  • Discount (markup) as an amount for each line.
  • Discount as quantity. For example, buy 2 coffee machines and get one more for free.
  • Gift. For example, buy 2 fridges and get a coffee machine for free.
  • Special price. Specify a price type to be applied if discount conditions are met. It is usually used for VIP customers.
  • Issue message. For example, to remind the manager that a gift is provided to the client if certain conditions are met.
  • Round document amount.
  • Issue loyalty card. To remind the manager that a loyalty card is provided to the client if certain conditions are met.
  • Bonus as a percentage (used in retail only).
  • Bonus as an amount (used in retail only).
3. Edit the Joint application group if necessary.
4. Select the Discount (markup) application method.
5. Specify how this discount is assigned: manually (assigned by a sales manager when the document is created if all the conditions are met) or automatically (assigned by the system if all the conditions are met).
6. Fill in other details depending on the selected discount type.
7. Go to the Terms tab and add other discount conditions:
  • For one-time sales volume. Here we specify, what the customer should buy to get a discount. They might need to buy goods on a particular amount, or in a particular quantity, to buy different product or similar products. You can also specify the exact products or all of them.
  • For accumulated sales volume. Here we specify, what the customer should accumulate: amount, quantity, number of different or similar goods. Also select the period to be analyzed: the whole period, the previous one, and so on.
  • Loyalty card is not registered. Discount is given if the loyalty card is not registered.
  • For loyalty card. Discount is given if the customer has a loyalty card.
  • For payment method. Discount for using a particular payment method, for example, bank account.
  • For sale time. Discount is available during a particular time. For example, every Monday from 7 to 8 a.m.
  • For customer's birthday. For example, you provide a discount 3 days before and 3 days after birthday.
  • For payment schedule. For example, a discount provided for 100% prepayment.
  • Limitation by user group. For a particular user group.
  • Include customer in a segment. For a particular customer segment.
8. Enter the discount Description or select the one proposed by the system.
9. Click Save and close.
Once a discount type is created, you need to make it affective. There are two options:
1) If there are no additional restriction and the discounts are for everyone:
  1. Click More action > Set general status > Valid.
  2. In the window that appears, specify if this discount will be temporary or permanent.
  3. Click Apply.
2) If there are additional limits, work with the right part of the screen. For example, to apply a discount for a particular warehouse only:
  1. On the In warehouses tab, select All.
  2. Select the warehouse you need and click Set status > Valid and specify a validity period.
If I want my discount to be valid for a particular customer, I need to use standard (for a particular group of customers) or special (for 1 customer) terms of sales. Finally, discounts can be applied in loyalty card kinds.
When a sales document matches the criteria for several automatic discounts at once, the system applies these competing discounts according to the joint application option specified in the discount group (a folder that contains several discounts).
To edit a joint application option:
  1. Open the discount group.
  2. Click More actions > Allow attributes editing > Allow editing.
  3. Select the joint application option:
  • Addition. Sum up all discounts.
  • Maximum. Only apply the discount giving the maximum discount amount.
  • Minimum. Only apply the discount giving the minimum discount amount.
  • Multiplication. Apply the discounts in the order defined by their priorities, starting from the highest priority.
  • Exclusion. Only apply the discount with the highest priority.
To see priorities for your discounts, scroll your discount types tabular section to the right. Select the discount you want to change a priority for, click More actions > Move up to increase the priority or Move down to decrease it.

Applying Discounts in Documents

Automatic Discounts

Automatic discounts are applied automatically by the system, you cannot apply or change them manually. However, you can analyze and recalculate them:
  1. Go to Sales > Sales orders and open the required one.
  2. Click the Goods tab.
  3. Check data in the % of discount/markup column.
  4. Drill down to open the Applied discounts (markups) for row window.
  5. Review the list of automatic discounts, conditions, and the order of their combined application.
  6. To reapply automatic discounts, click Prices and discounts > Calculate discounts (markups) to update them if new information is entered in the order, such as items, quantity, price and payment terms.

Manual Discounts

To apply manual discounts:
  1. Go to Sales > Sales orders and open the required one.
  2. Click the Goods tab.
  3. Fill the % of discount adjustment or Manual discount fields for a certain item.
  4. To specify manual discounts for each item, click Prices and discounts > Adjust discount/markup or Prices and discounts > Adjust discount/markup for selected lines.
  5. Enter a discount percentage or amount in the Discount adjustment field.
Note: check if any restrictions exist for assigning manual discounts:
  • Maximum discount percentage.
  • Maximum discount amount.
  • List of discounts enabled to be manually assigned by a sales person if certain conditions are met.
  • List of conditions for the discount.

Checking Applied Discounts in Sales Orders

  1. Go to Sales > Sales orders and open the required one.
  2. Click Reports > Applied discounts.
  3. Run the report.
  4. Analyze all types of discounts applied.
  5. Offer the customer to meet the conditions for additional and alternative discounts.