It is possible to apply discounts to line items or orders in the Order Manager. You can enter standard discounts (see Add a Discount>Step 1) that the program applies based on the minimum and maximum order amounts or you can apply discounts yourself.
For those shopping carts that support discounts, discounts are imported with web orders as line item adjustments via the Internet (generally speaking, discounts are not supported if orders are imported via a text file). How the Order Manager handles discounts after orders are imported is shopping cart-specific. In some cases, the program may not be able to distinguish between percentage off discounts and dollar off discounts. If so, it defaults to treating the discount as if it was a dollar off. This means that if an order is changed after it is imported into the Order Manager, the program does not recalculate the order total as it would if the discount was a percentage off. In this case, the only way to apply the percentage off discount is to manually delete the line item adjustment in the View Orders screen and add the discount to the order using the Edit button on the Pricing tab.
Add a Discount
Go to the Main Menu>Maintenance Menu>Setup Functions tab>Discounts button. The Discounts dialog box opens:
Enter a Minimum amount (required).
Enter a Maximum amount (required).
Enter an amount in either the % Off or Fixed Discount field. Note: Enter a percent
off as "5%" or ".05" (without the quotes). If you enter "5" only, the program converts
the number to 500% (5.00). Enter a dollar amount in the Fixed Discount field.
Click the Add button.
Now you can see the discount details:
To delete an existing discount, click Delete.
Click Close to exit the Discounts dialog box.
Apply Discount to Order
You can apply discounts to orders three different ways:
Click the Edit button next to Discount on the Pricing tab of the View Orders dialog box:
The Discount Options dialog box opens. Click in the appropriate radio button to make your selection. Click OK.
No discount - Removes the discount from the order entirely.
Use standard discounts - Discount is applied to the total order amount based on the minimum and maximum order criteria specified in the Discounts dialog box (see directions above).
Enter discount manually - Manually enter a flat dollar amount
Set discount percentage - Manually enter a percentage.
Enter a dollar amount in the Discount field of the In Stock column on the Enter Orders Manually dialog box:
Tab out of the field or press Enter.
Click the Edit button next to the Discount field on the Point of Sale screen.
The Discount Options dialog box opens. Click in the appropriate radio button to make your selection. Click OK.
No discount - Removes the discount from the order entirely.
Enter discount manually - Manually enter a flat dollar amount
Set discount percentage - Manually enter a percentage.
Apply Discount to Line Items
Click the Revise Line Item* button on the View Orders* screen. (The user must have full permissions assigned to them in the Security System to perform this task.
The Revise Line Item dialog box opens. Enter the discount in the New Price section. Click OK.
Enter a discount in the Line Item Discounts section of the Point of Sale screen. Note: You must complete this section of the form before adding any line items to the order.
Enter a discount on the Line Items tab* of the Enter Orders Manually* screen. Note: You must complete this section of the form before adding any line items to the order.
*If multi-level pricing is used and the customer belongs to a given price level and/or the customer has a discount type assigned to them in their customer record, the discount information displayed on the View Orders and Revise Line Item screens and the Enter Orders Manually Line Items tab is imported from the customer table (i.e. the discount information shown on these screens comes from the customer's record in the Order Manager). You can override these settings in any of these screens.
See Also