Discount groups are used to collect a group of items for which a discount can be created.
You can create as many Discount Groups as needed.
Go to Lager/Maintenance/Discount groups.
Click Add record.
Fill in the Number and Name.
Click on Save.
Using discount groups in customer price lists
The discount groups are assigned to the items that should be in the created discount group.
Go to Lager/Items and assign the discount group to the items.
To use the discount groups, you must also create a Customer Price List or Supplier Price List and assign the discount groups there.
Go to Lager/Maintenance/Customer price lists or Supplier price lists.
Read more about customer price lists here...
Examples:
Here are a few examples of how to set up the discount group lines in a customer price list.
If you buy 1 item in discount group 1, you get a 10% discount, 2 items 12% and 3 items 15%.
For 4, 5 and 6 pieces, the DG% must be 50%.
Here, 1 piece of an item in discount group 001 is sold with a 10% discount on a sales order line.
The customer price lists are used in Debitor.
You can either set the customer price list on the Accounts receivable, Accounts receivable group or on the Sales order header.
The hierarchy for which customer price list is used is Sales order, debtor, debtor groups.
Supplier price lists are used in Accounts Payable.
You can either set the supplier price list on Credit, the Credit group or on the purchase order header.
The hierarchy for which supplier price list is used is Purchase order, Vendor, Vendor groups.
Read more about customer price lists here...
ATTENTION! You can either use 'Item/Item name', 'Group/Item group name' OR 'Discount group' on a price list line but not all 3.
If you create multiple price lines and an item is in a discount group and/or an item group, the hierarchy is:
Price list 1 is selected on the sales order example below, which shows the price list hierarchy (first the 'Item' price bar, then the 'Discount group' price bar and then the 'Group' price bar):
Fill in the Number and Name.
Click on Save.
Using discount groups in customer price lists
The discount groups are assigned to the items that should be in the created discount group.
Go to Lager/Items and assign the discount group to the items.
To use the discount groups, you must also create a Customer Price List or Supplier Price List and assign the discount groups there.
Go to Lager/Maintenance/Customer price lists or Supplier price lists.
Read more about customer price lists here...
Examples:
Here are a few examples of how to set up the discount group lines in a customer price list.
If you buy 1 item in discount group 1, you get a 10% discount, 2 items 12% and 3 items 15%.
For 4, 5 and 6 pieces, the DG% must be 50%.
Here, 1 piece of an item in discount group 001 is sold with a 10% discount on a sales order line.
The customer price lists are used in Debitor.
You can either set the customer price list on the Accounts receivable, Accounts receivable group or on the Sales order header.
The hierarchy for which customer price list is used is Sales order, debtor, debtor groups.
Supplier price lists are used in Accounts Payable.
You can either set the supplier price list on Credit, the Credit group or on the purchase order header.
The hierarchy for which supplier price list is used is Purchase order, Vendor, Vendor groups.
Read more about customer price lists here...
ATTENTION! You can either use 'Item/Item name', 'Group/Item group name' OR 'Discount group' on a price list line but not all 3.
If you create multiple price lines and an item is in a discount group and/or an item group, the hierarchy is:
- Item/Product name
- Discount group
- Group/Commodity group name
- If you select 'Item' on the price bar, it will be applied to all sales orders assigned to this price list.
- If you select 'Discount group' on the price bar, this price is used where there is no price bar for the individual 'Item'.
- If you select 'Group' on the price bar, this price is used where there is no price bar for 'Discount group' or 'Item'.
- Items in Group 'Grp1' get a 10% discount.
- Items in Discount Group '1' get a 5% discount.
- Item '1555, Chair' gets a 20% discount.
Price list 1 is selected on the sales order example below, which shows the price list hierarchy (first the 'Item' price bar, then the 'Discount group' price bar and then the 'Group' price bar):
- Group 'Grp1' and Discount group '1' are selected on the item card for item '1555 Chair'. The item is also created with a discount on price list lines. The order line shows that the customer therefore gets a discount of 20%, as Uniconta takes the 'Item' price line as first priority.
- Group 'Grp1' is selected on the item card for item '10-202 Garden table'. The order line shows that the customer gets a discount of 10% because there is no discount group or item price line in the price list for this item.
- Group 'Grp1' and Discount Group '1' are selected on the item card for item '30-001-03 Backrest'. The order line shows that the customer gets a discount of 5%, as Uniconta takes the 'Discount group' discount as higher priority than the 'Group' discount and there is no price line for this item in the price list.