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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
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A Discount group is a set of inventory items, (this can include fabrics and components) that belong to a group.
Discount groups are designed so that all new leads that are added to a “Customer Group” receive a set Discount for a select set of products, which have been included in the Discount Group.
The flow chart below shows an example of the types of Discount groups.
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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) → Step 1
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 → Step 2
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) → Step 3
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 → Step 4
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)
Last step press press "Save All" otherwise the steps below will not be active
Discount Group Grid (Product) → Step 5
This step is to add value's to the Discount Group you just created
Adding a Discount to a Customer Group or Individual Customer → Step 6
Customer Group
Customer Discount PDF Overview
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In the example above you may notice that different customer groups can utilise the same discount group, this is for further customisation of the group. Click here for help on customer groups.
Essentially by having separate customer group you have the ability to change the
- Deposit account
- Commission Proportion
- Deposit Percentage required
- Customer Price group (if used
Associating Inventory Items with a Discount Code
The Inventory items do not need to be apart of the same "Product Group", alternatively the Discount Code can be used over several "Product Groups" if required.
Below is an exported "Inventory Items" list for Roller fabrics, column I is where the Discount Group code is annotated.
Note that there is a few codes and even fabrics that have no discount code.
Factors of a Discount Group
There is a few factors that are involved.
First thing to note, is that not every product has the same discount value, by this I mean that different fabrics and components may have a different percentage that can be discounted.
To factor this we need to allocate a Discount code to the inventory items and then allocate a percentage to the applicable Discount code.
Creating Customer Discounts
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