This article explains how to apply and manipulate Customer Discounts and Customer Promotions in Order Entry.
Customer Discounts are reductions in the price of products, based on a category assigned to the customer (e.g. preferred customer, commercial customer). These are applied inside each line item.
directly relate to the product, and do not affect any additional
credits/reductions you define for your business (like referral credits).
Customer Promotions are special, stand-alone offers such as coupons and referral discounts, that are added based on customer actions independent of the customer type or products ordered. They can reduce the final cost, or may represent an independent item, like a gift card. These are applied as a separate line item below the product line items.
Promotions can be set up as a flat rate or percentage, and can apply to selected product line items or all products.
When you have started a new quote, or are editing an existing quote, and you have completed entering the option values for the selected product, click on the Breakdown tab. This will present the pricing in detail.
The Customer Discount will show the percentage assigned for this product/style. If you want to change it for this item only, click on the percentage, and an override window will open, and you may enter a different percentage, click OK, and the price will be recalculated.
Another way to discount the product from the same window is by adding an Item Discount. Click on the amount for Item Discount, below the Customer Discount. An override window will open, and as with the Customer Discount, you can enter an additional amount to reduce the price. The Item Discount can be a flat amount or a percentage. If you want it to be a percentage, be sure to include a percent sign in your entry (15%).
When all your adjustments have been completed, and you have added the new line item (or OK'd the changes for an edited line), the Edit window will show the product with the original price and the customer and item discounts you have applied.
While these discounts are visible in order entry, when the quote is presented to the customer, these discounts may be combined into a single figure, or only the final "adjusted" price will show, depending on which type of quote is selected.
If, after creating all the product line items for the quote (with or without customer or item discounts), you may still adjust the customer/item discounts without having to re-edit the details of the line item:
Another window opens to review the change before applying.
To include discounts that apply as a total against the overall price of the quote, you will want to use Customer Promotions, and select the appropriate discount.
These promotions apply to the price after any customer/item discounts have been applied on the line items.
Discounts can be set up so that you may select the line items applicable to the discount.
When reviewing the quote/sale, you can tell if a promotional discount has been applied to multiple lines by the appearance of green check marks to the right of the line (see screen shot below).
To see which to which a discount is applied:
The same window opens that was used to assign the promotion. Add or delete lines as required.
Some charges/discounts may be set up to automatically apply (e.g. discount for more than 5 blinds, order total greater than $5,000). Automatic charges or discounts will be grayed out. If the assigned discount amount needs to be deleted, delete as with any other line item, then Save. Once an automatic discount is deleted, the criteria no longer applies, and it will not appear again for that quote.
If the amount/percent for an automatic discount/promotion needs to be changed, first it must be converted to a manual promotion.