Applying A Customer Specific Discount
Document Version v.1
Document Last Updated 10/1/2019
Software Version Documented v.9.5.50

Overview

This document will cover how to create customer-specific discounts or global discounts that can be auto-applied to each order and provide a discount based on the criteria you’ve configured. These discounts can be a static percentage discount off an order or a tiered discount percentage based on the overall gross margin of the order. We will go into detail on how to create Discount part numbers, build a discount structure and assign them at an account level.

Understanding Your Discount Types

Before we begin it is best to understand what type of discounts we offer and what type you wish to give to certain customers. Below describes our two discount options.

NOTE: The dynamic discount structure can be configured globally within the Admin settings or can be configured at the Account level.

Creating Discount Part Numbers

Next, we will need to create specific part numbers for your discount types. These can be generic part numbers that are applied to an account, or they can be customer-specific in the scenario you may offer different levels, and or tiers to multiple different accounts.

Creating a Static Discount Part Number

Creating a discount part number is no different than a normal inventory item. To get started go to Inventory > Inventory Manager > Item Manager and select New

The New Inventory Wizard will open. After selecting ‘Next’ you will choose the Inventory Type: Discount

Next, you will need to name your Discount Part Number. Here is where you can be very specific and create multiple discounts part numbers for different customers, or you can create a generic part number that will be used for anyone. NOTE: You can create as many discount part numbers as you wish.

There is no need to fill out UPC, MFG Code or Default Vendor.

Next, in the Item Settings tab, select a Revenue Account that this item will post against. If you are unsure what option to select please consult your accounting/accountant team. In most cases Discounts on Purchases, or Other Discounts will work. Also, uncheck “Taxable’.

While in this same screen select the Selling tab, here you will check the Enabled checkbox and enter your Discount Percentage. You will also need to select what value you want to take the discount off of. In the example below, the part number will be a 10% discount off any merchandise entered onto an order.

Since there is no more information that needs to be filled out during the creation of this part number you can select ‘Finish’ to create your part number.

Creating a Dynamic Discount Part Number

Creating a dynamic discount part number is no different than creating a static, there are just a couple different additional steps during the configuration.

To get started go to Inventory > Inventory Manager > Item Manager and select New

The New Inventory Wizard will open. After selecting ‘Next’ you will choose the Inventory Type: Discount

Next, you will need to name your Discount Part Number. Here is where you can be very specific and create multiple discounts part numbers for different customers, or you can create a generic part number that will be used for anyone. NOTE: You can create as many discount part numbers as you wish.

There is no need to fill out UPC, MFG Code or Default Vendor.

Next, in the Item Settings tab, select a Revenue Account that this item will post against. If you are unsure what option to select please consult your accounting/accountant team. In most cases Discounts on Purchases, or Other Discounts will work. Also, uncheck “Taxable’.

While in this same screen select the Selling tab, here you will check the Dynamic Percentage box and the value you want to take the discount off of. In the example below I will be using a Dynamic Discount structure to give a discount off the grand total of an order.

Since there is no more information that needs to be filled out during the creation of this part number you can select ‘Finish’ to create your part number.

Now you will need to build your Dynamic Discount Structure (see the section below).

Building a Discount Per GM Structure

There are two ways to create/build a discount structure, at the Account Level, or create a Global structure that can be used with your part number. In the section below we will cover both scenarios.

Global Discount Structure

In the scenario, you wish to create a single part number for your dynamic discount you can configure this structure within the Admin Settings and have it apply accordingly. To get started go to Admin >Administrator > Sites tab > Selling tab.

Next to the Discount per GP% select View/Set and the Discount Per GM% Structure window will appear.

Now you will need to figure out your tier structure. Below is an example:

When entered within the structure window the above example looks like this within Savance Enterprise.

Once you’ve completed building your structure select Save and Close. NOTE: Since this is an ADMIN setting you may need to log off and on to save your update.

Customer Specific Discount Structure

In the scenario that you wish to have a customer-specific structured discount you would create this at the Account level. Go to Accounts > Manage Accounts and find your account. In the Main Account Overview screen select the MISC. tab.

In the Discount Part Number field, find your dynamic discount part number. Next, select the View/Set button next to Discount per GP% Structure. Just like building the structure in the admin settings you will create a customer-specific discount structure.

Once you’ve completed your structure select ‘Save and Close’.

NOTE: You can set both a global and per customer-specific structure. At the time of the order, the system will search first to see if you’ve configured at the customer account level, and if not it will use the global Admin configuration.

Applying the Discount

When you’ve created your part numbers and discount strategy the next step is to add these discount part numbers to your accounts. To do this go to Accounts > Manage Accounts > and find your account. Once you are on the Main Account Overview page select the MISC. tab.

In the Part Number field select the search button and search for your discount part number and double click to add the part number in this field. In this example below I’ve selected to apply the static discount of 5% off all merchandise for this account.

Next Open a brand new quote and enter that customer’s account into the header. As soon as I tab through the header my discount part number automatically gets entered into the line details.

Continue to enter the rest of your order details. As you enter an item on the order the Net amount of your discount will adjust according to the discount amount.

When you’ve completed your order select the Summary Tab, this will break out your totals including your discount amount.

When your order is completed select ‘convert’ to process.

Now, in the scenario that you’ve assigned a dynamic discount structure instead, your discounted amount will fluctuate based on the order’s margin.

In the example below I created a customer-specific discount structure that will be applied to the Grand Total.

Here is what my order Summary tab looks like when that discount is applied.

As you can see an 8% discount was taken off my grand-total of $319.34.

If I did not have a customer-specific structure configured at the account level, my Global Admin settings would have applied instead.