Use the procedures below to define the discount groups in SAP Business One.
From the SAP Business One Main Menu, choose
.The Discount Groups window appears.
Select a type for the discount groups. You can choose to define discount groups for all business partners, for a specific customer group, for a specific vendor group, or for a specific business partner.
For the specific Business Partner type, enter the business partner code.
The name of the business partner appears. The standard search functions are available to help you find the business partner in the system.
For the Customer/Vendor Group type, from the dropdown list, select the group name.
The Items Groups tab displays, in the form of a list, the Items groups defined in the system.
For each item group you can define discounts according to either a specific discount percentage or the bought quantity in the following fields:
In the Discount % field, enter the required discount for each item group.
Example
This example illustrates the effect of the discount group:
If a customer purchases an item for which no special price has been defined for this customer, but which belongs to an item group with a discount, the discount is granted and entered in the order.
In the Paid Qty, Free Qty, and Max. Free Qty fields, enter the quantity that is paid, the quantity that is given free, and the maximum quantity that can be given free, correspondingly.
Example
This example illustrates the effect on the discount percentage when discount by bought quantity is defined
The following discount group is defined for a particular item group, based on "buy 3, get 1 free":
Group |
Paid Qty |
Free Qty |
Max. Free Qty |
---|---|---|---|
Item Group 1 |
2 |
1 |
4 |
In the relevant document, when you choose any of the items that belong to Item Group 1, the value in the Discount % field is calculated according to the quantity as follows:
Quantity |
Discount % ** |
Total (LC) |
Comments |
---|---|---|---|
2 |
0 |
Unit Price * 2 |
No discount |
3 |
33.33 |
Unit Price * 2 |
Pay for 2 and get 1 free |
4 |
25 |
Unit Price * 3 |
Pay for 3 and get 1 free |
5 |
20 |
Unit Price * 4 |
Pay for 4 and get 1 free |
6 |
33.33 |
Unit Price * 4 |
Pay for 4 and get 2 free |
12 |
33.33 |
Unit Price * 8 |
Pay for 8 and get 4 free |
15 |
26.67 |
Unit Price * 9 |
Pay for 11 and get only 4 free, since this is the maximum allowed as defined |
** The calculation of the discount percentage is submitted to the general rounding method of SAP Business One.
To define new item groups in this window, choose New Group.
To reset the entries made and the discount to zero, choose Reset.
After you have made all your entries, choose Add to save the discount groups.
For each property and manufacturer, you can define discounts according to either a specific discount percentage or the bought quantity in the following fields:
In the Discount % column on the Properties or Manufacturers tab, enter the required discount for each item property.
If an item has several properties for which a discount has been specified, the system calculates the valid discount according to the rules that apply.
In the Paid Qty, Free Qty, and Max. Free Qty fields, enter the quantity that is paid, the quantity that is given free, and the maximum quantity that can be given free, correspondingly. See an example for defining discount groups based on bought quantity in Defining Discounts for items Groups, above.
To reset the entries made and the discount to zero, choose Reset.
To save the discount groups, choose Add or Update.
To add items to the table, on theItems tab, choose Add.
For each property and manufacturer, you can define discounts according to either a specific discount percentage or the bought quantity in the following fields:
In the Discount % column, enter the required discount for each item.
In the Paid Qty, Free Qty, and Max. Free Qty fields, enter the quantity that is paid, the quantity that is given free, and the maximum quantity that can be given free, correspondingly. See an example for defining discount groups based on bought quantity in Defining Discounts for items Groups, above.
To reset the entries made and the discount to zero, choose Reset.
To clear the tab of all selection items, choose Clear Table.
To save the discount groups, choose Add and Update.
From the SAP Business One Main Menu, choose
.Select any of the defined discount groups.
Choose the Copy To button, and then select the discount group type you want to copy to.
The Choose Business Partner window or the Choose Customer/Vendor Group window appears.
Specify the business partners by entering a number range or select the customer/vendor groups.