How to set up discounts

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.

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

   This adds the Quantity break discounts section when you add a discount.

2. Set up the necessary discounts, using either the Discounts for Stock Item or Discounts for Product Groups screens.
   1. Make sure you've selected the correct Type. You can set this as a Percentage for either stock items or product groups. You can only use set it as Amount or Special Price for stock items.
   2. Add the 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.
4. Add relevant discounts to a customer account. Use the Link Discounts to Customer screen.

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. Make sure you've selected the correct Type: Percentage, Amount or Special Price.
   2. Add the discount value.
   3. 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.

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 invoice and order 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.

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 order value discounts to the relevant customer discount groups. Use the Link Customers to 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 disable them in the Price Book settings. This makes sure that they can't be created by mistake.

All discounts are selected by default.

If you want to set up an apply discounts to individual customers rather than create customer discount groups, you'll need to turn customer discount groups off 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 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. Existing orders 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. Existing orders are not affected.

To do this:

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

Open: Settings > Price Book > Price Book Settings

• Click Edit to change the settings.

If you select use Customer Discount Groups, you can't access the Link Discount to Customer screen.

Selecting Use quantity based discounts adds a quantity break section to the Discounts for Stock Item and Discounts for Product Group screens.

Open: Price Book > Discounts > Stock Item Discounts

1. For all discounts, choose whether it's a Percentage, Amount or Special price from the Type drop-down list.
2. For quantity break discounts:
   1. Add each quantity and the discount in the list. Just click to add a new line.
   2. To enter a surcharge, choose Surcharge from drop-down list in the Modifier column.

These are set up the same as stock item discounts, they're just applied to every stock item in the product group.

Open: Price Book > Discounts > Product Group Discounts

1. For all discounts, choose whether it's a Percentage, Amount or Special price from the Type drop-down list.
2. For quantity break discounts:
   1. Add each quantity and the discount in the list. Just click to add a new line.
   2. To enter a surcharge, choose Surcharge from drop-down list in the Modifier column.

Open: Price Book > Discounts > Order Value Discounts

1. Click in the list to add a new line.
2. Enter the Value More than and discount percentage (%).
3. Repeat for each order value band.

Tip: Make sure you don't have any gaps between your band values or the discount won't be applied.

This screen is only available if you've not chosen to use Customer Discount Groups in the settings.

Open: Price Book > Discounts > Link Discounts to a Customer.

1. Select the customer.
2. Choose the stock items the customer receives a discount for.
3. Choose the relevant discount

Open: Price Book > Discount Groups > Customer Discount Groups

Open: Price Book > Discount Groups > Customer Discount Groups and click Link to customers, or

Open: Price Book > Discount Groups > Link Customer to Groups.

Open: Price Book > Discount Groups > Customer Discount Groups and click Link to discounts, or

Open: Price Book > Discount Groups > Link Discounts to Groups.

Choose whether to link product group or stock item discounts. You can link both.

These are set on the customer's account. You set the default order discount here. This is applied to all orders for this customer. You can change it on individual orders where required.

Open: Customers > Create and Amend Accounts > Amend Customer Details | Pricing.

These are set on the customer's account. You set the default line discount here. This is applied to all lines on all orders for this customer. You can change it on individual order lines where required.

Open: Customers > Create and Amend Accounts > Amend Customer Details | Pricing.

You set a default settlement discount on the customer's account. This is applied to all orders and invoices for this customer. You can change it on individual orders and invoices where required.

Open: Customers > Create and Amend Accounts > Amend Customer Details| Payment.

See Settlement discounts.

Open: Price Book > Validate Price Book.

Tip: If you check the prices and discounts for all stock items, this can take some time to complete.