SalesIn allows you to create special pricing / discounts which are automatically used during sales, based on various criteria.
To create, modify and delete your Discounts and Price Lists, go to the Administration menu, and under Sales, click on Discounts and Price Lists.
Understanding how to set up Discounts
- Discounts consists of a “header”, which defines the name of the discount and the period in which it will apply
- The Discount Item defines discount amount or set price, as well as the criteria under which it is applied.
Below is an example of a simple Discount header called “New Discount”, and one Discount Item rule:
In this example, you can see that the rule applies to a specific customer (ABC Company), and when they order between 1 and 10 of a certain product (Snickers Almond) from a specific item location (Melbourne), they will get 10% off the list price.
You can click this discount item rule to change it:
- When Customer – Can be Customer or Customer Group, or even Customer Custom Fields
- Orders – Can be Between, At Least or Up to
- of Item – Can be Item or Item Category, or even Item Custom Fields
- from – Specifies the Item Location. Only shown if you have more than one item location.
- the price is – Can be Discounted by Percentage, Discounted by Amount or Set To
Understanding how discount “conflicts” are resolved
There will likely be a time where you have set up a few rules which all apply to a certain item. How will SalesIn know which rule to use?
By default, SalesIn will apply the greatest discount, but if you don’t want to do that, the below section allows you to create a preference order for Discounts.
The list on the left contains all of the available Discount headers. The list on the right contains the preference order, should a conflict occur. By default it will have an item in it called Greatest Discount, which means the greatest discount always wins. To specify that a Discount is more important than the Greatest Discount (and should therefore be used as the “winner” of the conflict), move it across from the left list to the right list, and make it sit higher than the Greatest Discount.
It’s important to understand discount conflicts, because it may change how you set up your discounts to begin with.
In the event that you are implementing a percentage or dollar amount discount (not a set price), it will always come off the Item Price.
If you want the price to be taken off a price other than the Item Price (ie. a seperate Discount) then you can set up a discount hierarchy, by clicking on Manage Hierachy, in the discount header.
In this example, we have clicked on the Discount Hierarchy for the New Discount discount header.
If there were any discount rules within the New Discount header which were to take a percentage off or amount off (not a set price), then the Discount header called “Pricelist” would be looked at for a set price. If no set price was found in there, the second Discount header called “Test Category Discount” would be looked at, and finally if no price was found there, the Item Price would be used.