Discount Definition

Using the Discount definition screen, you will be able to define discount plans for items.

To create a new discount plan, select an organization and enter the description of the plan name. Click on Add button. Plan will be created and a message will be displayed.

Click on Yes if you wish to define the discount rules now.

Discount rule definition screen will be displayed.

Select the item and UOM, choose the discount mode- VALUE or PERCENTAGE, and enter the minimum quantity. Enter the discount and provide the validity period.

Once the required information is provided, click on Add button.

The added rules will be added to the list on the bottom of the screen.

You can also import the discount rules using an excel file by clicking on Import button.

Click on Go back button to go to plan definition screen.

To edit an existing discount plan, click on Add/Edit items button.

To assign customers to discount plan, click on Assign Customers button.

The customers assigned to the bonus plan will be displayed in the box to the right, whereas unassigned customers will be in the box to the left.

To assign a customer, select a customer in unassigned list and click on button.

To assign all the customers, click on button.

To unassign a customer, select the customer in the assigned list and click on button.

To unassign all the customers, click on button.