Product Discounts



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


More complicated combinations of discounts (deals) that are applied at the shopping-cart level can be set up in the Product Deals section. 


Prerequisites:


  1. Types of Discount

  2. Create a Product Discount Template

  3. Apply Discount


Types of Discount

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DEAR Inventory allow 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 – product price will be reduced by this Amount (same as Discount 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.





Create a Product Discount Template

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A product discount template must be created for each type of discount you wish to apply. 


To create a product discount template (these steps are the same for all discount types):

  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. 


Simple Product Discount

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To create a simple product discount template:

  1. Choose Simple discount Type from the dropdown menu.

  2. Check the box to make the discount active

  3. 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

  4. 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. Choose Quantity-based discount Type from the dropdown menu.

  2. Check the box to make the discount active

  3. Click or Add more lines for as many lines as you want.

  4. In each line, choose an amount that the discount will apply to and the type of simple discount you wish to apply.

  5. Click Save to complete the discount




Free Shipping

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This simple discount applies free shipping to orders over a certain amount. 


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




Apply Discount

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Product Discounts can be applied at the product level, the customer level and the customer group level. Discounts are not applied automatically to each order, and an available must be selected during the sale order process to have it affect the final order price. 


For more complicated deals, see Product Deals



The order of priority 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.


Apply discount at the product level 

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Discounts applied at this level can be applied to just this product, on any sale order. 


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





Apply discount at the 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. For example, wholesale, retail, etc. 


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.



 



Apply discount at the customer level

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


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. 




Adding a discount to a sale

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When product discount templates have been created and assigned to products, they become available to add to sale orders. Discounts can only be added to a product that has already had one or more discounts assigned to it, at any level.


To add a discount to a sale order:

  1. Navigate to Sale -> New -> Sale or  Sale -> Orders to choose an existing sale. NOTE: Discounts can be applied at the Quote or Sale Order stage. To apply a discount after a sale order has been authorised, see Credit Notes.

  2. Fill in the document header as described in Processing a Sale

  3. Click + or Add more items to add the product with the discount applied to the quote/sale order.


  1. Click Apply Discounts

  2. The discount with the highest priority applied to the product will be added

  3. Click Authorise to continue with the sale