Introduction to Automated Customer Discounts
Welcome to the Customer Discounts
...
Guide!
This guide will help you
...
set up and manage discounts for your materials, components, or services, enabling you to provide targeted discounts efficiently and effectively.
...
What Are Customer Discounts?
Customer discounts allow you to
...
automate the application of discounts on specific inventory items. This
...
feature gives you
...
What You Will Achieve
...
the flexibility to:
Apply unique discounts to individual items.
Use consistent discounts across multiple items or services.
Streamline promotional and pricing strategies.
What Will You Achieve?
By completing this guide, you will be able to:
Plan and
...
organize your discount strategy.
Create and manage discount groups.
...
Assign discounts to customer contact cards and inventory items.
Ensure
...
discounts are applied correctly and effectively.
Why Use Customer Discounts?
...
Automated discounts can benefit your business in various scenarios, such as:
Promoting specific products or services.
...
Rewarding loyal customers with special offers.
Running seasonal or promotional campaigns.
Process Overview
The process of setting up customer discounts involves several steps. Each step is designed to ensure that your discounts are applied accurately and efficiently. Here’s a brief overview of the steps you will follow:
Step-by-Step Instructions
Step 1: Import or Add Inventory Items
...
Step 2: Upload Customer Contact Cards
...
Step 3: Create Customer Groups (Optional)
...
...
Step 4: Plan and Create Sales Discount Groups
...
Step 5: Allocate Sales Discount Groups to Customer Contact Cards
...
Step 6: Allocate Sales Discount Groups to Customer Groups (Optional)
...
...
Step 7: Plan and Create Inventory Discount Groups
...
Step 8: Allocate Inventory Discount Groups to Inventory Items
...
...
Step 9: Allocate Percentages in the Discount Matrix Table
...
...
Detailed Instructions
...
Common Issues and Support
...
If you encounter any issues
...
during the process:
Email our support team at support@buzsoftware.com.au.
...
Include the Excel templates you
...
uploaded and a test order number
...
Next Steps
The following pages will help you set up your discounts. You may have already completed some of these steps, so feel free to skip ahead as needed.
...
Step 1: Import or Add Inventory Items
If you have not uploaded inventory, this would be a starting point
For assistance in uploading the inventory items you already have into BUZ via Excel
...
Step 2: Upload Customer Contact Cards
...
Step 3: Create Customer Groups (Optional)
...
Step 4: Plan and Create Sales Discount Groups
Step 5: Allocate Sales Discount Groups to Customer Contact Cards
...
Step 6: Allocate Sales Discount Groups to Customer Groups (Optional)
...
Step 7: Plan and Create Inventory Discount Groups
...
Step 8: Allocate Inventory Discount Groups to Inventory Items
...
Step 9: Allocate Percentages in the Discount Matrix Table
...
to help us assist you efficiently.