Discount groups allow Customers or Customer Groups to have Customer Discounts that only apply to them

If you are a retailer and don’t have multiple customer groups you can still apply discounts for the 1 group. Customers use this feature to setup their marketing campaigns

Creating Customer Discounts;

There is up to 6 Steps to create a Discount

Discount Group (Sales) - Create Discount Customer Groups

Product Group - Add Max Discount to each Group

Discount Group Name (Product) - Create A discount Code that will apply to the inventory items

Inventory Items - Discount - Add Code to inventory Items that require a Discount

Discount Group Grid (Product) - Add a percentage to the Grid

Adding a Discount to a Customer Group or Individual Customer

Table of Contents

Gliffy

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You also need to define what Groups you need

Customers
- Do they belong to a specific group
- Does that group require its own Price grid or a Discount percentage
Products
- Do they have a maximum Discount amount
- Which Fabric's have a discount
- Do all Fabrics have the same amount or do they differ
- Do discounts also apply to the components

Discount Group (Sales)

At this stage we assume you have already added leads/customers and that you have created a Customer group,

Now you need to create a list of Discount Groups - ie

Real estate agents
Interior designers
Commerical
Builders
Retailers

To do go to

Setting - Sales Settings - Discount Groups

Add a Description, CODE and if required a Sequence number, then Save

Setting - Sales Settings - Import Export Sales Settings

Add a CODE, Description and Operation (A for Add, D for Deactivate), then Save

Product Group

We need to ensure the Product (Group) is eligible for a discount

Each Product Group needs to have a Discount percentage

Alternatively if you wish to add/amend multiple Groups you can download the spreadsheet following the steps below

Add Inventory Discount groups (Settings-> Inventory Settings-> Import Export Inv Settings-> Export inv discount groups.

Step 2: Modify the template

Using Excel or another spreadsheet editor, modifying the BUZ template to fit your requirements.

Remember to annotate an A - Add or D - Deactivate in the Operation column

Discount Group Name (Product)

Add Discount Group (Settings-> Inventory Settings-> Discount groups

Step 1

Step 2

Alternatively if you wish to add multiple Discount group s you can download the spreadsheet following the steps below

Add Inventory Discount groups (Settings-> Inventory Settings-> Import Export Inv Settings-> Export inv discount groups.

Step 2: Modify the template

Using Excel or another spreadsheet editor, modifying the BUZ template to fit your requirements.

Remember to annotate an A - Add or D - Deactivate in the Operation column

Inventory Items - Discount

Now we need to allocate the discounts to the fabric that require a discount, we are assuming that you have already added the Inventory Items, if you have not click here for information relating to Inventory Items

Settings - Inventory Items -

Enter the Discount CODE in to Column I "Discount Code"

Read the Status's, ensuring that the correct values are present, if there is 0's in every field you have not entered in the operation key (A - Add, E - Edit, D De-activate)