Setting your discounts

This explains how to set discounts for stock items and choose which discount individual customers receive.

Once you have entered your selling prices, you'll need to decide the discounts (if any) you offer your customers. In Sage 200, you can set the following discounts.

For individual stock items:
- Flat rate.
- Quantity ordered
- Discounts can be a percentage (%), an amount, or a special price.
For all items in a product group:
- Flat rate.
- Quantity ordered.
- Discounts can only be a percentage (%).
Total invoice or order value.
Line discount.
Invoice or order discount.
Settlement discount.

Before you start setting your discounts, you'll need to make decisions about what and how to set them up. You can set some discounts as defaults on the customer account, so you may have already done this.

Decisions to make about your discounts

Do you ...	Set up	For example
Offer discounts on selected items to selected customers?	Discounts for stock item	You have a customer who regularly orders the same items, so they receive 5% discount for those items: Create a 5% discount for each stock item. Link the discounts to the customer.
Offer discounts based on the quantity purchased to selected customers?	Discounts for stock items with quantity breaks	You have some items that are discounted when they're bought in bulk: Create quantity break discounts for each applicable stock item. Link the discounts to relevant customer accounts
Offer the same discounts for all items in a product group?	Discounts for Product Group	You have a particular type of item that's discounted when bought in bulk. All the items belong to the same product group Create a quantity break discount for the product group. Link the discounts to relevant customer accounts
Offer discounts based on the total value of an invoice or sales order?	Invoice and Order Value Discounts	You offer a discount for high value orders. Create an Invoice and Order value discount. Link the discounts to relevant customer accounts
You have groups of customers who always received the same discounts?	Customer Discount Groups	You only offer discounts to customers who spend over a certain amount with you. All these customers receive the same discounts: Choose to use customer discount groups in the Price Book settings. Create your product discounts Create a customer discount group. Add high spending customers to the discount group. Link your discounts to the discount group Note: Once you choose to use customer discount groups, you can't set discounts for an individual customer account.
Always add an invoice discount for some customers?	Set a default discount on the customers' account	Your long standing and valued customers get a discount on everything they buy from you. Set an invoice discount on the customer's account
Always add a line discount for some customers?	Set a default line discount on the customer's account.
Offer an occasional or one off discount on an invoice or sales order?	Enter the discount on the invoice or order.
Offer an occasional or one off discount for a single stock item on a order.	Enter the discount on the invoice or order line.
Offer early settlement discounts?	Set a default settlement discount on the customer's account.

What do you want to do?

How to set up discounts

Reporting on prices and discounts