Manage discounts
If the Inventory functionality is not enabled, discounts can be applied to invoices. These topics gives an overview of the discount-related functionality.
Section Content
About discounts
Discounts can be used as effective tools of your organisation’s overall marketing strategy, for example, to stimulate sales of new products, promote new branches of the organisation, and accelerate sales of the items that are becoming obsolete.
About discount series
Many companies offer their customers discounts that depend on the total quantities of items, the quantities of specific items, the document total amounts, or specific line amounts.
About customer discounts and series for discounts
You use this window to define the series for the customer discount codes that you have set up.
About Discount codes
In this window you can add, edit, view, and delete the discount codes defined in your company.
About discount application
When a user saves a document (that is, a sales order or invoice), discounts of all levels are applied to the document automatically, except for the discounts for which the Manual discount check box is selected in the Discount codes - reference information window.
About discount calculation
With the algorithms Visma Net uses to calculate discounts, you can give the customer the maximum discount available for the ordered goods.
The principles of customer discounts
In Visma Net, you can maintain customer discounts in order to stimulate sales of new products, promote new branches of the organisation, and accelerate sales of the items that are becoming obsolete.
Set up a discount series
Add discount codes
Add customers to a discount series
On the Customers tab you can make a list of the customers you want to apply the discount series to.
Add discount breakpoints
You use the Discount breakpoints tab to create a breakdown sequence defined in accordance with the choices you made when you Set up a discount series.
Calculate line-level discounts for tiers defined by amounts
You can define tiers (for a line-level discount) by amounts or by quantities.
Calculate document-level discounts with tiers defined by amounts
In Visma Net, the algorithms used to calculate customer discounts allow you to give customers the maximum discount for the ordered goods.
Calculate prorated discounts
Discount sequences can be prorated if you select the Prorate discounts check box in the Discounts window.