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Before I explain that lets talk about the 2 types of discounts that can be applied
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Buz has both a manual and a Structured
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discount.
Manual
Manual being A Manual discount is a discount one that is applied in the order screen
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And structured being the percentage allocated to an item for a customer group.
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, generally this would be a one off discount for a customer. The advantages of this is that you could negotiate a different amount for each order.
You could also use this discount to round up or down the price to the nearest dollar.
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Structured Discount
Structured discounts are calculated and allocated to a customer before any orders have been created.
You can allocate various percentage discounts to fabrics and component, some components and services might not have any allocated discount.
These are useful if you have negotiated a set discount price for repeat clients.
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For more information on setting up a Structured discount click here
So how does calculate a discount, which values does it use?
BUZ uses the RRP value, (which is shown as Price in the order screen) and calculates the maximum value that can be applied to this according to the Group/s that the products.
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So there are a few factors when it comes to a Discount,
the first being that a structed discount does not require any further approvals, this mean that when a customer places an order
So the examples below I have setup a 15% discount for all the Fabrics, which all belong to the Group pictured below
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All the quotes are for 1 blind at $1000 (just an example price)
The maximum Discount percentage allowed for this group is 15%
$1000 x 15% = $150
Any Orders that require a higher discount will need Admin approval.
Example 1 - No specified Customer Group Discount
This order has no Customer Discount Percentage, so the Manual discount can be set to anything $150 before approval is required
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Example 2 - 10% Customer Group Discount
This order has a 10% Customer Discount Percentage, so it already has $100 discounted, this means that you could take a further $50 off in the manual discount before approval is required.
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Example 3 - 20% Customer Group Discount
This order has a 20% Customer Discount Percentage, no manual discount can be applied to this order without approval.
Being over the 15% Maximum you might think this would not be allowed but the structured discounts have been set by an admin and therefor are approved automatically.
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Cleaning up the amount
But what if the total amount was not a round number? How can I clean up that value without causing the order to require approval?
For this example I added another option which brings the total up so that is wasn't a clean $800
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Because the order is already above the maximum discount amount you cant lower it to something like $899.00
In this scenario, you would have to increase the total to $900
This amount is still above the 15% maximum but isnt affected as the customer group has been allocated 20%
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