Automated Discounts for Inventory Items

Introduction to Automated Customer Discounts

Welcome to the Customer Discounts guide! This guide will help you understand how to set up and manage discounts for your materials, components, or services.

Overview of Customer Discounts

Customer discounts allow you to offer automated discounts on specific inventory items. This flexibility helps you control the percentage discount for various items or apply the same discount to multiple items as needed.

What You Will Achieve

By following this guide, you will be able to:

• Plan and organise your discount strategy.

• Create and manage discount groups.

• Allocate discounts to customer contact cards and inventory items.

• Ensure your discounts are applied correctly and effectively.

Why Use Customer Discounts?

There are many scenarios where automated discounts can be beneficial:

• Promoting specific products or services.

• Offering special deals to loyal customers.

• 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:

1. Import or Add Inventory Items: Ensure all your inventory items are in the system.

2. Upload Customer Contact Cards: Add your customer details.

3. Create Customer Groups (Optional): Group customers for easier discount management.

4. Plan and Create Sales Discount Groups: Decide on discount percentages and create groups.

5. Allocate Sales Discount Groups to Customer Contact Cards: Assign discounts to individual customers.

6. Allocate Sales Discount Groups to Customer Groups (Optional): Assign discounts to customer groups.

7. Plan and Create Inventory Discount Groups: Organize discounts for inventory items.

8. Allocate Inventory Discount Groups to Inventory Items: Assign discounts to inventory items.

9. Allocate Percentages in the Discount Matrix Table: Set the discount percentages for both sales and inventory groups.

Detailed Instructions

Each step will be explained in detail on the following pages, complete with examples to guide you through the process.

Common Issues and Support

We understand that this process can be complex. If you encounter any issues or need assistance, please email us at support@buzsoftware.com.au. Provide the Excel templates you have uploaded and a test order number, and we will help you resolve any problems.

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

  • Customer Contact Card Information

  • Using the Import/Export function for Customers

• Step 3: Create Customer Groups (Optional)

  • Customer Groups

• 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

By following this guide, you will be able to set up and manage your customer discounts effectively. Let’s get started!