Partner Line Discounts and Partner Group Line Discounts

You are here:
< All Topics

Step One

It is possible to add line discounts based on customer, customer groups, product series and product type.

Partner Line Discounts and Partner Group Line Discounts will be calculated when an item is added into an order.

Discount percentage/value will not be shown in the order.

If the discount percentage/value needs to be shown in the order, please add it in the customer “Details” tab or in the “Document Header” when creating a new quote.

Select the customer you would like to set a discount for.

Go to the “Pricing Group” tab and select “Partner Line Discount”.

Adding Partner Line Discounts

Step Two

Click on the “+” to add a new entry.

Step Three

Enter the required fields.

Step Four

Series

Product Series configured in the system.

Item Type

Configured Product

MTO Product

Catalog Product

Price Category

Price Categories configured in the system.

Discount

Discount value. (0-100). Eg: 40.

Opening

Opening type from the product series: Eg; Single Hung: SH.

If “No Selection” is set, discount will apply for every opening type on the series.

From Date

Starting date for each discount.

To Date

End date for each discount.

For faster data entry, it is possible to copy an existing line and then change any of the parameters.

You may also download a CSV file to fill in with a spreadsheet software and then upload it when finished.

Step Three

  1. Add new
  2. Copy
  3. Upload CSV file
  4. Download CSV file
  5. Delete entryClick Save to finish.

Step Six

  1. Adding Partner Group Line Discounts

    Partner Group Line Discounts can be accessed through any of the partners on the list. However, a group line discount will affect every customer within the selected group.

  2. Go to the “Pricing Group” tab and select “Partner Line Discount”.
  3. Click on the “+” to add a new entry.

Step Seven

  1. Enter the required fields.

Step Eight

  1. Series

    Product Series configured in the system.

    Item Type

    Configured Product

    MTO Product

    Catalog Product

    Partner Group

    Customer groups configured in the system.

    Price Category

    Price Categories configured in the system.

    Discount

    Discount value. (0-100). Eg: 40.

    Opening

    Opening type from the product series: Eg; Single Hung: SH.

    If “No Selection” is set, discount will apply for every opening type on the series.

    From Date

    Starting date for each discount.

    To Date

    End date for each discount.

Step Seven

  1. For faster data entry, it is possible to copy an existing line and then change any of the parameters.

    You may also download a CSV file to fill in with a spreadsheet software and then upload it when finished.

    Click Save to finish.