Partner Line Discounts and Partner Group Line Discounts

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Partner Line Discounts and Partner Group Line Discounts

 

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.

 

Adding Partner Line Discounts

 

Step 1:

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

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

Click edit-Partner Group line discount

Step 2:

Click on the “+” to add a new entry.

partner group line discount icons- +

Step 3:

Enter the required fields.

enter partner line discount

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.

 

 

  1. Add new
  2. Copy
  3. Upload CSV file
  4. Download CSV file
  5. Delete entry

Step 4:

Click Save to finish.

Click save -partner line discount

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.

 

Step 1:

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

Step 2:

Click on the “+” to add a new entry.

 

partner group line discount icons- +

 

Step 3:

Enter the required fields.

enter partner group line discount

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.

partner group line discount icons.

 

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 4:

Click Save to finish.

Click save -partner group line discount

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