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Order value discounts

Order value discounts, apply to the total value of an order, after deduction of single item or product group discounts.

You can apply different order value discounts to different customers, according to the order value discount bands you set up.

To set up order value discounts

Open: Price Book > Discounts > Order Value Discounts.

1. To add a discount, click Add.

   1. Enter a name for the value discount.

   2. Select a currency from the list of available currencies.

      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. Once you have set up an order value discount, you cannot change its currency.

   3. Enter a description, if required.

   4. Enter as many break values, and discount percentages as required.

      Note: Break values are in the currency of the discount, and are unique. The discount must not be greater than 100%. If the percentage discount rate is greater than the discount rate of any higher value break point, a warning appears.

   5. To remove a break value, select the value and click Delete.
2. To edit a discount band

   1. Select the discount band Name.
   2. Click Edit.
   3. Amend the name, description and break values, if required.
   • Add or delete discount bands, as required.

   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.

3. To delete a discount band

   1. Select the discount band you want to delete.
   2. Click Delete.

   Note: You cannot delete a discount if customers are linked to it.

4. Click Close.

To link and unlink customers

Open: Price Book > Discounts > Order Value Discounts.

• Select the discount band.
• Click Link to Customers.

Open: Price Book > Discount Groups > Link Customers to Order Value Discount Band.

• Select the discount band.

1. To link customers

   1. Click Add Customers.
   2. Select the customers to add.

   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 OK.

   If a customer is already linked to another order value discount band, confirm that you want to link the customer to this order value discount band instead.

2. To unlink customers

   1. Select the customers you want to remove.

   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.

   2. Click Remove Customers.
   3. Click OK.
3. Click Close.

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