Automated Discounts for Inventory Items

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 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.

Step-by-Step Instructions

Step 1: Import or Add Inventory Items

Start by ensuring your inventory is uploaded into BUZ Software. If you already have inventory data, use the Excel upload feature. Learn more here.

Step 2: Upload Customer Contact Cards

Add your customer details using the Import/Export function. Accurate customer data ensures smooth discount allocation. Learn more here.

Step 3: Create Customer Groups (Optional)

Organize customers into groups for easier management and targeted discounts. Learn more here.

Step 4: Plan and Create Sales Discount Groups

Determine your sales discount strategy and create groups accordingly. Learn more here.

Step 5: Allocate Sales Discount Groups to Customer Contact Cards

Assign sales discounts directly to individual customers. Learn more here.

Step 6: Allocate Sales Discount Groups to Customer Groups (Optional)

Assign discounts at the group level for streamlined management. Learn more here.

Step 7: Plan and Create Inventory Discount Groups

Set up discount groups for your inventory items. Learn more here.

Step 8: Allocate Inventory Discount Groups to Inventory Items

Assign specific inventory items to their respective discount groups. Learn more here.

Step 9: Allocate Percentages in the Discount Matrix Table

Finalize the discount percentages for all groups in the matrix table. Learn more here.

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 to help us assist you efficiently.

BUZ Documentation