How to set up discounts

• You have to set up discounts for each item.
• If all products of the same type have the same discounts, consider setting discounts up at product group level.
• You can create more than one discount for each stock item.
• You can set the discounts as a percentage (%), an amount, or a special price.
• All discounts must be linked to a customer account before they can be used.

1. Set up the necessary discounts for each stock item. Use the Discounts for the Stock Item screen.
2. Add relevant discounts to a customer account. Use the Link Discounts to Customer screen.

• Quantity break discounts must be turned on in the Price Book settings This is selected by default.
• You can set the discounts as a percentage (%) for stock item or product group discounts. For stock item discounts, you can also set the discount as an amount or a special price.
• You can create more than one quantity based discount for a stock item, if you offer different discounts to different customers.
• All discounts must be linked to a customer account before they can be used.
• Quantity break discounts can be set for individual stock items and product groups.
• You can also set a quantity break as a surcharge instead of a discount.

1. Make sure you've selected Use Quantity based discounts in the Price Book Settings.

   This adds options for Quantity break discounts when you add a discount.

2. Set up the necessary discounts for each stock item or product group. Use the Discounts for Stock Item or Discounts for Product group screens.
   1. Enter the number of items that define the quantity break in Quantity Of or More Than.
   2. Enter a discount Value (or Price) for each quantity break.
   3. Use the Modifier to choose whether the value (for percentage or amount) is applied as a Discount or a Surcharge.
3. Add relevant discounts to a customer account. Use the Link Discounts to Customer screen.

• Product group discounts must be turned on in the Price Book settings This is selected by default.
• You can only set percentage (%) discounts.
• You can create more than one discount, if you offer different discounts to different customers.
• You can create discounts for product groups and individual items. Make sure you don't incorrectly set discounts for the same item more than once.
• You can create both flat rate and quantity based discounts for product groups.
• All discounts must be linked to a customer account before they can be used.

1. Make sure you've selected Use Product Group Discounts in the Price Book settings.
2. Set up the necessary discounts for each product group. Use the Discounts for the Product Group screen.
   1. Add the discount value.
   2. For quantity break discounts, add the discount value for each quantity.
3. Add relevant discounts to a customer account. Use the Link Discounts to Customer screen.

• The total net value of an order or invoice must be more than the amount specified for the discount to be applied.
• The net value of the order or invoice is used to determine whether a discount should be applied.
• If the order or invoice qualifies for a value discount, you can choose whether to apply it when you save the order or invoice.

1. Make sure you've selected Use Invoice and Order Value Discounts in the Price Book settings. This is selected by default.
2. Set up the value discount bands. Use the Invoice and Order Value Discounts screen.
3. Add relevant discounts to a customer account. Use the Link Discounts to Customer screen.

• Once turned on, you have to use customer discount groups for all customers. You can't link discounts to individual customers.
• A customer can only belong to one discount group.
• Once a customer is added to a new discount group, they're automatically removed from an existing one (if applicable).
• Before you can delete a discount group, you must remove all the customers first.

1. Make sure you've selected Use Customer Discount Groups in the Price Book settings. This is selected by default.
2. Create your customer discount groups. Use the Customer Discount Groups screen.
3. Add customers to the discount group. Select Link to customers from Customer Discount Groups screen or use the Link Customer to Group screen.
4. Link the discount groups to the relevant discounts. Select Link to discounts from Customer Discount Groups screen or use the Link Discounts to Group screen.
5. Add any value discounts to the relevant customer discount groups. Use the Link Customers to Invoice and Order Value Discounts screen.

1. Create a discount - stock item or product group.

2. Choose an Amount or Special Price discount.

3. Link the customer to the discount.

If you never want to use a certain type of discount, then you can turn them off in the Price Book Settings. This makes sure that these can't be created by mistake.

All discounts are selected by default.

If you want to set up and apply discounts to individual customers rather than create customer discount groups, you'll need to turn off Use customer discount groups in the Price Book Settings.

If you want to change the price band or discount for a single customer you can also do this on the customer's account. Every time you add or remove a customer from a price band or discount, the Pricing tab on their account is also updated.

You can remove a customer from a discount at any time. This will only affect the discounts offered on new orders or invoices. Existing orders or invoices will remain unaffected.

You can do this from the Amend Customer Account screen or from the Link Customers to Discount and Link Customers to Discount Groups screens.

You can delete a discount at any time. This will only affect new orders or invoices. Existing orders or invoices are not affected.

To do this:

1. Remove all customers linked to the discount.
2. Remove the discount.