Invoice and order value discounts
You can only access this screen if you have selected Use order value discounts in the Price Book settings.
Invoice and order value discounts apply to the total value of an invoice or order, after deduction of single item or product group discounts.
You can apply different invoice and order value discounts to different customers, according to the value discount bands you set up.
- The discount must not be greater than 100%.
- You will be warned if the percentage discount rate is greater than the discount rate of any higher value break point.
Foreign currency discounts
If you set a currency on the discount, only customers who operate in this currency or who belong to a price band in this currency will be eligible for this discount. Once you have saved the invoice and order value discount, you can't change its currency. Discount break values are in the currency of the discount, and are unique.
Set up order value discounts
Open: Price Book > Discounts > Invoice and Order Value Discounts.
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Click Add.
- Enter a name for the value discount.
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Select a currency from the list of available currencies.
- Enter a description, if required.
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Add value discounts by entering the value (to exceed) and the percentage discount.
- You can change the Name, Description and break values.
- You can't change the currency.
- You can't delete a discount if customers are still linked to it. You need to remove the customers first.
- The new discount values are only applied to subsequent new orders or when exiting order lines are amended.
To link and unlink customers
Click Link to Customers at the bottom of the screen when you add your discount, or:
Open: Price Book > Discount Groups > Link Customers to Invoice and Order Value Discount Band.
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To link customers
- Click Add Customers.
- Select the customers to add.
- Click OK.
Tip: To select multiple items, use the Ctrl key to pick individual items, or hold down the Shift key to select a block of items.
If a customer is already linked to another invoice and order value discount band, confirm that you want to link the customer to this value discount band instead.
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To unlink customers
- Select the customers you want to remove.
- Click Remove Customers.
- Click OK.
Tip: To select multiple items, use the Ctrl key to pick individual items, or hold down the Shift key to select a block of items.
- Click Close.