Discounts can be applied to a single item, a product group or an order value. This is achieved by assigning customers to discount groups/bands, specifying the discounts you want to award and then linking the two together.
An order is only discounted if the customer operates in the same currency as the discount, or if the price band to which the customer belongs is in the same currency as the discount.
No discounts are compounded, only one discount is ever applied, usually the greatest discount.
The exception to this is that a 'special price' discount always takes precedent over any other discount. A surcharge will always override a discount (except a special price discount).
This section describes the different activities you can use to set up and maintain the discounts you want to award to your customers.
Set up customers for an item or product group discount
To offer different discounts (such as a percentage, amount or special price), to different groups of customers, you need to define customer discount groups and specify which customers belong to each group.
Note: Sales order items and free text items are not subject to order line discounts specified in the Price Book. However, they do attract the line discount specified on the customer's account.
Note: The creation and maintenance of customer discount groups work in a similar way to the creation and maintenance of customer price bands. The two groups are distinct.
They may, but they need not, share the same customers.
To set up customers for an item or product group discount
● Choose Price Book > Discount Groups > Customer Discount Groups.
● Click 'Add'.
● Enter a name for the customer discount group.
● Enter a description for the customer discount group.
● Click OK.
● Click 'Link to Customers'.
● Click 'Add Customers' to add customers to the group.
Note: Once the customer discount group is created, you can amend the description but not the name assigned to it. If you want to delete a customer discount group you must remove all customers from the customer discount group first. See Remove a customer record from the customer discount group on page 124.
● All customers not already linked to the group are displayed. Select the customers that you want to add to the group, and click 'OK'.
To select many customers use standard windows selection. Hold down the SHIFT key and select a group of adjacent customers, or hold down the CTRL key and select a number of non-adjacent customers.
● If the customer is already linked to another discount group you need to confirm whether you want to proceed, in which case the link between the customer and the other discount group will be broken and a link made between the customer and this discount group instead.
Specify discounts
The following describes how you can establish a range of discounts for:
● 'Items': discounts applied to a specific stock item.
● 'Product groups': discounts apply to a range of similar stock items linked to the product group.
● 'Order value': discounts applied to the full value of an order once product and item discounts have been deducted.
Set up item discount
● Choose Price Book > Discounts > Discounts for Stock Item.
Note: If the product group uses mark-ups for its prices, you cannot add discounts for the item.
Note: Once an item discount has been set up, you can change any discount information except for the discount type, currency or discount name.
● Select the stock item.
Any product group discount currently held for the item and the selling unit are displayed.
● Click 'Add'.
● Enter the discount name; this must be unique.
● Select the selling unit.
Note: You cannot amend the product group discount structures from here. You must use the appropriate activity. For more information see Set up product group discount on page 113.
Note: You can create a new discount structure using copy. To do this, select a discount structure and click 'Duplicate'. When a discount structure is copied the customer discount groups linked to the discount structure will not be copied to the new discount structure.
If the stock item's product group has multiple selling units (selling quantities or selling prices) enabled then select from the drop-down. This contains the stock unit and all selling units for the item. The default is the stock unit.
● Specify the type of discount, selecting from percentage, amount and special price.
● If you specified the discount type as amount or special price, select the discount currency from the list of available currencies.
● Enter a flat rate discount amount or quantity break discounts.
● If entering quantity breaks, enter the quantity more than value to be associated with the discount or surcharge, by entering a value greater than zero. Also, enter the value for the discount or surcharge, and the modifier (whether it is a discount or a surcharge).
● Click 'OK' to save the item discount.
Note: Currencies are defined using Accounting System Manager. For more information see your Sage 200 Accounting System Manager User Guide.
Note: If there is more than one discount value the system checks that lower prices (or larger discounts) are offered for larger quantities.
Set up product group discount
● Choose Price Book > Discounts > Discounts for Product Group.
● Select the product group using the 'Product group' drop-down list.
● Click 'Add'.
Note: Once a product discount has been setup you can change any information within the discount. Amendments to product group discount only affects new orders created subsequently using the discount. It does not affect existing orders.
● Enter a name for the discount; this must be unique.
● Enter a flat rate discount amount or quantity break discounts.
● If entering quantity breaks, enter the quantity more than value to be associated with the discount or surcharge, by entering a value greater than zero. Also enter the value for the discount or surcharge, and the modifier (whether it is a discount or a surcharge).
● Click 'OK' to save the discount.
● To enable the discount, link the discount to a customer discount by clicking 'Link to Groups'.
Click 'Add Groups', select the discount group(s) from those displayed and click 'OK'.
Note: The name must not be used for any other discount.
Note: If there is more than one discount value the system checks that lower prices (or larger discounts) are offered for larger quantities.
Set up an order value discount
● Choose Price Book > Discounts > Order Value Discounts.
● Click 'Add'.
Note: Once an order value discount has been setup you cannot change its currency.
● Enter a name for the value discount.
● Select a currency from the list of available currencies.
● Enter a description. This is optional.
● Enter as many break values, and discount percentages as required.
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● Click 'OK' to save the information.
Note: Only customers who operate in this currency or who belong to a price band in this currency will be eligible for this discount.
Currencies are set up using Accounting System Manager. For more information see your Sage 200 Accounting System Manager User Guide.
Note: Break values are in the currency of the discount, and are unique. The discount must not be greater than 100%. Also, if the percentage discount rate is greater than the discount rate of any higher value break point, a warning appears.
Enable discounts
This activity links discounts to customer discount groups or order value discounts bands so that the appropriate discount is awarded during order entry.
Enable item or product group discount
● Choose Price Book > Discount Groups > Link Discounts to Customer Discount Group.
● Select the 'Product Group Discounts' or' Stock Item Discounts' tab.
You can either enter the details of a new discount or select an existing structure from the list displayed.
● To enter details of a new discount, click 'Add'. The window's appearance changes depending on the tab that was selected before the Add button is clicked. (The following screen appears when you select the Stock Item Discounts tab.)
Note: For the purposes of this description we concentrate on the product group discount but the same process is followed whether it is for product group or stock item discount. Any specific differences are described in the following description.
● Select the product group or stock item from the drop-down list.
● If you are entering details of a stock item discount then select the unit of measure.
● Select the discount, and click 'Save'. The details are now displayed in the appropriate discount list.
● To select a product group or item code structure that is already in the list, select the 'Discount Name' column to display the discount structure name.
Note: If the selected discount is already linked to another customer discount group then the link is removed and a new link made between the selected discount and this customer discount group.
Enable order value discount
● Choose Price Book > Discounts > Order Value Discounts.
● Select the order value discount band, and click 'Link to Customers'.
● Click 'Add Customers'.
● Select the customers to add and click 'OK'.
To select many customers, use standard windows selection. Hold down the SHIFT key and select a group of adjacent customers, or hold down the CTRL key and select a number of non-adjacent customers.
Note: If the customer is already in another order value discount then you must confirm if you want the link between the customer and that discount to be removed and the link to be established between the customer and this order value discount.
Deactivate discounts
You can deactivate a discount for a single customer or for several customers assigned to a discount group or discount band.
Deactivate an item or product group discount
● Choose Price Book > Discount Groups > Link Discount to Customer Discount Group.
● Select the customer discount group.
● Select the 'Product Group' or 'Stock Item' tab.
● Select the discount you want to deactivate and click 'Remove'.
Deactivate order value discount
● Choose Price Book > Discount Groups > Link Customers to Order Value Discount Band.
● Select the discount from those displayed.
● Select the customer or customers that you want to remove, and click 'Remove Customers'.
A confirmation message appears.
● Click 'Yes' to confirm that you want to remove the customer (or customers).
Note: To select many customers use standard windows selection. Hold down the SHIFT key and select a group of adjacent customers, or hold down the CTRL key and select a number of non-adjacent customers.
Remove a customer record from the customer discount group
● Choose Discount Groups > Link Customers to Customer Discount Group.
● Select the customers that you want to remove.
To select many customers use standard windows selection. Hold down the SHIFT key and select a group of adjacent customers, or hold down the CTRL key and select a number of non-adjacent customers.
● Click 'Remove Customers'.
A confirmation message appears.
● Click 'Yes' to confirm the removal of the customer record from the customer discount group.
Remove a customer's order value discount
● Choose Discount Groups > Link Customers to Order Value Discount Band.
● Select the discount from those displayed.
● Select the customer or customers that you want to remove, and click 'Remove Customers'.
A confirmation message appears.
● Click OK to confirm that you want to remove the customer (or customers).
Note: To select many customers use standard windows selection. Hold down the SHIFT key and select a group of adjacent customers, or hold down the CTRL key and select a number of non-adjacent customers.
Delete discounts and discount groups
Use this activity to remove redundant discounts and customer discount groups.
Delete item discount
● Choose Price Book > Discounts > Discounts for Stock Item.
● Select the item discount.
● Click 'Remove'.
● Confirm that you want to remove the discount.
Note: You cannot delete a discount that is linked to a customer discount group.
Delete product group discount
● Choose Price Book > Discounts > Discounts for Product Group.
● Select the product group discount.
● Click 'Remove'.
A confirmation message appears.
● Click OK to confirm that you want to remove the discount.
Note: You cannot delete a discount that is linked to a customer discount group.
Delete order value discounts
● Choose Price Book > Discounts > Order Value Discounts.
● Select the order value discount you want to delete.
● Click 'Delete', and confirm that you want to delete the discount.
Note: You cannot delete a discount if customers are linked to it. For more information see Deactivate order value discount on page 123.
Delete customer discount groups
● Choose Price Book > Discount Groups > Customer Discount Groups.
● Select the discount group that you want to remove, and click 'Delete'.
A confirmation message appears.
● Click Yes to confirm that you want to delete the customer discount group.
Note: If you want to remove a customer discount group you must remove all customers from the customer discount group first. For more information see Deactivate an item or product group discount on page 122.