Edit Discount Matrix
This window is used for entering new discount matrixes and editing existing discount matrixes.
How To Use The Window
Enter New Discount Matrix
To enter a new discount matrix, click the New button to clear the window for a new entry, and fill in the fields (see below).
Edit a Discount Matrix
Edit the fields and click Save to save your changes.
Deleting a Discount Matrix
Click the Delete button to delete the discount matrix. You will be asked to confirm that you want to delete the discount matrix.
Filling Out The Fields
| Field | Do |
|---|
| Discount Basis | Select the basis for the discount. There are three options:
- Unit Quantity means that the discount will be based on the number of units sold for a specific item. If quantity is within one of the from/to ranges that particular discount rate will apply for the item line.
- Line Amount means that the discount will be based on value of the item line. If the line amount is within one of the from/to ranges that particular discount rate will apply for the item line.
- Total Invoice Amount means that the discount will be based on total value of the sales order. When selecting this option, you cannot enter a Item Discount Code, since it is only the Customer Discount Code that determines whether this discount matrix applies for an order. If the total amount (quantity*price) is within one of the from/to ranges that particular discount rate will apply for every item line on the order.
|
| Customer Discount Code |
Enter the customer's discount code. This is a 2 character code.
This field cannot be changed when you are editing a currency.
|
| Item Discount Code |
Enter the product's discount code (except if the discount type is Total Invoice Amount. This is a 2 character code.
This field cannot be changed when you are editing a currency.
|
| Name |
Enter the name of the discount matrix.
|
| From |
Enter From Volume/Value the associated discount applies. This is an inclusive value.
|
| To |
Enter To Volume/Value the associated discount applies. This is an exlusive value, meaning that the range is up to this value but not including it.
|
| Discount |
Enter the Discount in percent.
|
How the Discount Matrix Works
A discount matrix kicks in when a customer with the customer discount code buys a product with the product discount code. For a Total Invoice Amount matrix only the customer discount code needs to match.
The discount that is offered is determined by the from/to settings.
Example
In the illustration above a discount matrix has been set up. When a customer with discount code CC buys a product with discount code 10, the following discounts will apply:
If Less than 10 units are bought, no discount is offered.
If 10 to 49.99 units are bought, 5% discount is offered.
If 50 to 99.99 units are bought, 7.5% discount is offered.
If 100 to 999.99 units are bought, 10% discount is offered.
If more than 1000 units are bought, no discount is offered
As you see from the example it is important that the highest discount has a high enough To value.
