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)
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
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)
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
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)
This step is to add value's to the Discount Group you just created
Adding a Discount to a Customer Group or Individual Customer
Customer Group
