Allocate Inventory Discount Groups to Inventory Items
- Alex Morrisson
To complete this process, ensure you have:
A list of Product Discount Codes and Descriptions.
Your inventory lists, including materials, components, and services.
If these are not prepared, download your inventory lists or create the required discount codes in BUZ.
How to Link Discounts to Inventory Items
You can link discounts to inventory items in two ways:
Option 1: Via the Inventory Item Page
Navigate to the Inventory Items Page
Go to Settings → Inventory Items.Find the Inventory Item
Search for the item you want to update or add a discount to.Edit Item Details
Open the item and click the Edit Details link in the middle of the screen.Assign a Discount Group
On the right-hand side, locate the "Inventory Discount Group" dropdown.
Select the relevant Inventory Discount description.Save Changes
Scroll down and click Save.
Option 2: Via Import/Export for Bulk Updates
Step 1: Export Inventory Items
Go to Settings → Inventory Items → Import/Export.
Select Export Inventory Items.
Choose the groups to export (use Ctrl to select multiple groups).
Click Search to locate a specific product group.
Tip: Use Ctrl + F to search for a group by name or code.
Step 2: Edit the Exported File
Open the exported file in your preferred spreadsheet application.
Enter the Inventory Discount Code into Column I.
Add E (for Edit) into Column AO.
Note: If Column AO is left blank, BUZ will ignore that row during upload.
Step 3: Save and Upload
Save your changes to the spreadsheet.
Follow the instructions in BUZ to upload the file back into the system.
Your inventory items are now updated with the selected discount groups.
Additional Tips:
Ensure the discount codes match those in BUZ for seamless updates.
Double-check your edits before uploading to avoid errors.
Video Tutorial
Below is a video showing you how to view the product discount Description and Codes and navigate through both methods described above:
