Discounts

DEAR Inventory has the ability to add discounts and markups to products, known as product discounts. These can be applied at the product level, customer group level and individual customer level. 


It also has the ability to add a percentage customer discount, which will be applied to all products bought by that customer. You may also be interested in Setting Custom Prices for Customers


Finally, discounts can be added at the sale order line level which will apply only to the order line on that sale. 


More complicated combinations of discounts (deals, e.g. Buy one get one free) that are applied at the shopping-cart level can be set up in the Product Deals section. To add a discount for all customers, all POS customers or all B2B customers, use Product Deals. To add a discount across a product category, brand or product tag, use Product Deals. 


Prerequisites


Table of Contents

  1. Types of Discount
  2. Create a Product Discount Template
  3. Discount Settings
  4. Applying  Discounts
  5. Add or Edit discounts in bulk
  6. Showing discounts on sale documents


Types of Discount

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DEAR Inventory allows you to create several types of discounts.


Simple

Discount amount – product price will be reduced by this Amount, e.g. ‘$10 off all stock’ campaign.

% Discount – product price will be reduced by the percent specified, e.g. ‘10% off all stock’ campaign.

Markup Amount – product price will be increased by this Amount.

% Markup – product price will be increased by the percent specified.

Price Override – this Amount will be used as new price for the product.

Flat Amount = price override, i.e., if discount = flat amount, the product will be sold by this amount.


Quantity-based 

Quantity based discounts allow different discounts to be applied depending on the quantity of products purchased. For example, 50% off further items with 5 or more are purchased.


Free Shipping

If order exceeds $X, customer will get free shipping. This type is not available as a product discount, and can only be used at the shopping cart level in Product Deals.


Create a Product Discount Template

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A product discount template must be created for each type of product discount. This is not required for order line discounts or customer discounts.  



Simple Product Discount

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To create a simple product discount template:

  1. Navigate to Settings -> Reference Books.
  2. In the Stock section, click Product Discounts.
  3. Click .
  4. Enter a Name for your discount. This is visible internally.
  5. Choose Simple discount Type from the dropdown menu.
  6. Check the box to make the discount active.
  7. Enter a Discount Type and Value. See above for more detail about the different discount types.
    • Discount Amount
    • Discount %
    • Markup Amount
    • Markup %
    • Price Override
    • Flat Amount
  8. Click Save to complete the discount.




Quantity-based Product Discount

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These discounts apply simple discounts to the product depending on what quantity of product has been purchased, particularly useful for giving discounts to your customers who buy in bulk.


To create a quantity based product discount template:

  1. Navigate to Settings -> Reference Books.
  2. In the Stock section, click Product Discounts.
  3. Click .
  4. Enter a Name for your discount. This is visible internally.
  5. Choose Quantity-based discount Type from the dropdown menu.
  6. Check the box to make the discount active.
  7. Click or Add more lines for as many lines as you want.
  8. In each line, choose an amount that the discount will apply to and the type of simple discount you wish to apply. 
  9. Click Save to complete the discount.



NOTE: Quantity-based discounts apply to the total quantity of items. For example, if this discount was applied to an order with 30 units of a product, a 20% discount is applied to all 30 units. If the order is for 60 units of a product, a 25% discount is applied to all 60 units. 



Free Shipping

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This simple discount applies free shipping to orders over a certain amount. This type is not available as a product discount, and can only be used at the shopping cart level in Product Deals.


NOTE: Free Shipping discount/deal is only applicable to B2B orders 


To create a free shipping discount template:

  1. Choose Free Shipping discount Type from the dropdown menu.
  2. Enter the order amount necessary to receive the discount.
  3. Click Save to complete the discount.



Discount Settings

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There are currently two settings which affect how discounts are applied. These can be changed by navigating to Settings -> General Settings -> Sale Process Customisation



The discount rule is

There are two options for displaying discounts, Updating the sale price and Updating discount %. Updating the sale price will cause discounts to automatically reduce the unit cost and sale price. Updating discount % will display the total percentage discount of the order line. Sale documents will also reflect this setting. 



NOTE: It is possible to display both discount % and discounted sale price by editing the sale document templates.


Automatically Apply Discounts

When this setting is enabled, customer and product discounts will automatically be applied to the sale order upon authorisation of a sale quote or sale order. It is not possible to skip applying the discount. If this setting is disabled, the user must click the Apply Discounts button on a sale quote or sale order to manually apply the discount. If Apply Discounts is not pressed, the order will be authorised without any discount. 


Apply customer discount after other discounts

A customer may have both a product discount and customer discount when making an order. If this setting is enabled, the customer discount will be applied after the highest priority product discount is applied to the order. If this setting is disabled, the customer discount will not be applied to an order if a product discount has already been applied. This setting does not affect order line discounts. 




Apply Discounts

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Product Discounts can be applied at the product level, the customer level and the customer group level. If discount setting Automatically Apply Discounts is enabled, all applicable discounts will be added automatically. If Automatically Apply Discounts setting is disabled, user must press Apply Discounts button at the quote or order stage to apply applicable discounts to the order. 


For more complicated deals at the shopping-cart level (e.g. buy one get one free), see Product Deals.


The order of priority of product level discounts is:

  1. Individual customer level has highest priority. It overrides all other discounts.
  2. If no discount at Individual customer level, customer group discount will be applied.
  3. If no discounts at customer and customer group levels, product level discount will be applied.


NOTE: Currently only one product discount can be applied at a time. 


Customer discounts will stack with product level only if discount setting Apply Customer Discount after other Discounts setting is set to Yes


If an additional order line discount is specified, this is applied after any other discounts have been applied. 


Order line discount

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A simple percentage discount or markup can be added to a sale order line. This discount only applies to the sale order line on the current sale. Only % discounts are supported. A positive value will add a percentage discount, a negative value will add a percentage markup to the sale order line. It can be added at the Quote or Order of a sale order. 


If you wish to add a discount to sale order lines after the invoice has been authorised, see Customer Credit Notes and Refunds - Discount applied to order


If discount rule in the discount settings is set to Updating the sale price, any order line discounts will be applied last to the discounted price.

If discount rule in the discount settings is set to Updating discount %, any order line discounts must be added to the total discount %. 



Customer discount

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Customer discounts can be applied from the Sales -> Customers -> [selected customer] screen. Only % discounts are supported. This discount will be applied to all products on all sales for this customer. You may also be interested in Setting Custom Prices for Customers


NOTE: Customer discounts will stack with product discounts if discount setting Apply Customer Discount after other Discounts setting is set to Yes.



If the Automatically Apply Discounts setting is set to Yes, the customer discount will be added automatically to sale quote or sale order lines in the Discount field. 



If the Automatically Apply Discounts setting is set to No, the user must click Apply Discounts for the customer discount to be applied. A note showing the percentage discount applied will be listed at the top of the quote/order screen. 



Product discount - product level

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Discounts applied at this level can be applied to just this product, on any sale order and for any customer. To add discounts to all products within a category, brand, or with a specific product tag, use Product Deals


To apply a discount at the product level:

  1. Navigate to Inventory -> Products.
  2. Select the product you wish to apply the discount to.
  3. In the Product Discount dropdown menu, select the discount you wish to apply.
  4. Save the product.


If the Automatically Apply Discounts setting is set to Yes, the product discount will be added automatically when the sale quote or sale order is authorised. It is also possible to manually apply the discount by clicking Apply Discounts. If the Automatically Apply Discounts setting is set to No, the user must click Apply Discounts for the product discount to be applied. A note showing the discount applied will be listed at the top of the quote/order screen. 



Product discount - customer group level

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Discounts applied at this level can be added to any sale of this product to customers included in this group. Customers are added to customer groups by adding tags to their customer details. 


NOTE: To add a discount for all customers, all POS customers or all B2B customers, use Product Deals.



To apply a discount at the customer group level:

  1. Navigate to Inventory -> Products.
  2. Select the product you wish to apply the discount to.
  3. Go to the Discounts tab of the product.
  4. Click +Customer Discount.
  5. Type a Customer Tag into the field.
  6. Choose a Discount (from your previously created Product Discount Templates).
  7. Save the product to apply the discount.



If the Automatically Apply Discounts setting is set to Yes, the product discount will be added automatically when the sale quote or sale order is authorised. It is also possible to manually apply the discount by clicking Apply Discounts. If the Automatically Apply Discounts setting is set to No, the user must click Apply Discounts for the product discount to be applied. A note showing the discount applied will be listed at the top of the quote/order screen.


Product discount - customer level

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Discounts applied at this level can be added to any sale of this product to this customer. 


NOTE: To add a discount for all customers, all POS customers or all B2B customers, use Product Deals



To apply a discount at the customer level:

  1. Navigate to Inventory -> Products -> View All.
  2. Select the product you wish to apply the discount to.
  3. Go to the Discounts tab of the product.
  4. Click +Customer Discount.
  5. Select a Customer from the dropdown list.
  6. Choose a Discount (from your previously created Product Discount Templates).
  7. Save the product to apply the discount.



If the Automatically Apply Discounts setting is set to Yes, the product discount will be added automatically when the sale quote or sale order is authorised. It is also possible to manually apply the discount by clicking Apply Discounts. If the Automatically Apply Discounts setting is set to No, the user must click Apply Discounts for the product discount to be applied. A note showing the discount applied will be listed at the top of the quote/order screen.


Add or Edit Discounts in bulk

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Product Discounts can be imported/edited in bulk via CSV file. Product discount templates must have already been created before they can be imported via CSV. 


Product-level product discounts are added/edited through the Inventory List


To add product-level product discounts in bulk:

  1. Navigate to Inventory -> Products.
  2. Click Export -> Inventory List or Export -> Inventory List (without descriptions).
  3. A download window will appear with the Inventory List CSV file.
  4. Open the file and add the product discount name under DiscountName
  5. Using Import -> Inventory List, upload the new Inventory List to apply the discounts.


To add customer-level and customer group-level product discounts in bulk:

  1. Navigate to Inventory -> Products.
  2. Click Export -> Discount Matrix
  3. A download window will appear with the Discount Matrix CSV file. Only products with existing product discounts will appear in the exported file. 
  4. Each discount for a product must be added on a new line. SKU and DiscountRuleName are required, ProductName is included on export for your information only. CustomerName and CustomerTag are mutually exclusive. One of these fields is required for each product line, but entering information into both will cause an error.



  5. Using Import -> Discount Matrix, upload the new Inventory List to apply the discounts.


Showing Discounts on sale documents

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Discounts in DEAR are either displayed as reductions in sale prices or as a discount total %, according to your discount settings. Your settings are reflected in your generated sale documents. 


It is possible to add both the total discount % as well as the discounted price to your sales documents by editing the sales document templates. See Managing Document and Email Templates for more detailed information on editing templates. 


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