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
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
