Open topic with navigation

> Set up Sage 200 / Price Book / Manage discounts and surcharges / Stock item discount

Stock item discount

You can assign one or more discount values to a stock item. You can control which customers are eligible for item discounts, by linking the discounts with customer discount groups.

Stock items can also be discounted through the percentage discount to apply to each line of a sales order or invoice on the customer's account. Some discounts take precedence over others when applied to the order line. If found, the system first applies a surcharge then a special price and then the best discount on offer after comparing the customer line discount and the discounts in the price book.

Note: Sales order items and free text items are not subject to price book discounts. However, they do attract the line discount specified on the customer's account.

To set up stock item discounts

Open: Price Book > Discounts > Discounts for Stock Item.

  1. Select the stock item.

    Any product group discount or other discounts relating specifically to the item are displayed.

  2. To view the product group discount details, select the product group discount and click View.

    3. Note: You can edit product group discount, using the Discounts for Product Group option.

  3. To add a discount
    1. Either:
      • Click Add.

        • or

      • Select an existing discount, and click Duplicate.

        • Note: Using Duplicate does not copy the discount groups linked to the discount.

    2. Enter a unique name for the discount.

    3. Select the selling unit.

      If the stock item product group has multiple selling units (selling quantities or selling prices) enabled, the drop-down list contains the stock unit and all selling units for the item. The default is the stock unit.

    4. Specify the type of discount, selecting from percentage, amount and special price.

    5. If you specified the discount type as amount or special price, select the discount currency from the list of available currencies.

    6. Enter a flat rate discount amount or quantity break discounts.

      7. If you use quantity break discounts:

      • Enter the number of items that define the quantity break in Quantity Of or More Than
      • Enter a discount Value for the quantity break.
      • The modifier determines whether it is a discount or a surcharge.

      Note: If you want to remove a quantity break discount, select the discount, and click Delete.

    7. Click OK.

      8. Note: If there is more than one discount value the system checks that lower prices (or larger discounts) are offered for larger quantities.

  4. To edit a discount
    1. Select the item discount.
    2. Click Edit.
    3. Amend the discount name, if required.

    4. Select a different selling unit, if required.

    5. Depending on the discount Type selected when the discount was set up, you may be able to amend the Flat rate discount, or the Quantity break discounts. You will not be able to amend the Type or Currency.
    6. Click OK.
  5. To remove a discount
    1. Select the item discount you want to remove.
    2. Click Remove.

      3. Note: You cannot delete a discount that is linked to a customer discount group.

  6. Click Close.

To link and unlink stock item discounts and customer discount groups

This can be done from the stock item, or from the customer discount group.

From Discounts for Stock Item

Open: Price Book > Discounts > Discounts for Stock Item.

    1. Select the stock item.
    2. Select the stock item discount you want to link.
    3. Click Link to Groups.
    4. To add groups
      1. click Add Groups.
      2. Select from the list of available groups.
      3. Click OK.
    5. To remove groups
      1. Select the groups you want to remove.
      2. Click Remove Group.
    6. Click Close.
    • From Customer Discount Groups

    Open: Price Book > Discount Groups > Link Discounts to Customer Discount Group.

    Open: Price Book > Discount Groups > Customer Discount Groups.

    1. Select the discount group.
    2. To link discounts
      1. Select Product Group Discounts or Stock Item Discounts.
      2. Click Add.
        • For product discounts, select the Product group and Discount.
        • For item discounts, select the Stock item, Unit and Discount.
      3. Click Save.

        4. Note: If the discount is already linked to another discount group, confirm that you want to link the discount to this discount group instead.

    3. To unlink discounts
      1. Select Product Group Discounts or Stock Item Discounts.
      2. Select the discounts that you want to remove.

        3. Tip: To select more than one item using the mouse, hold down the Ctrl key to pick individual items, or hold down the Shift key to select a block of items.

      3. Click Remove.
    4. Click Close.
    See also

    Overview

    Getting Started with Price Book

    Other tasks

    Product group discount

    Set up customer discount groups

    Reference

    Set up currencies

    Go to top