Manage discounts
/visma-net-erp/help/customer-ledger/manage-discounts
section
In Visma Net, your company can configure discounts of various types, which can be applied to sales orders if the Inventory functionality (which includes the Inventory, Inventory, and Purchases workspaces) is enabled in your system.
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# Manage discounts
In Visma Net, your company can configure discounts of various types, which can be applied to sales orders if the Inventory functionality (which includes the Inventory, Inventory, and Purchases workspaces) is enabled in your system.
If the Inventory functionality is not enabled, discounts can be applied to invoices. These topics gives an overview of the discount-related functionality.
About discounts
/visma-net-erp/help/customer-ledger/manage-discounts/about-discounts
page
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.
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# 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.
In Visma Net, your company can configure various types of discounts: unconditional or condition-based, simple or tiered, and applied automatically or manually.
## Documents to apply discounts
You configure discounts in the Customer ledger workspace, so that even if the Inventory module (which includes the Inventory, Inventory, and Purchases workspaces) is not included in your license, you will be able to configure discounts.
If the Inventory module is not enabled, the system automatically applies the best discounts to an invoice when the document is being saved. If the Inventory module is enabled in your system, the system applies discounts to sales orders.
## Stages of configuring discounts
You can create discounts in the following two stages:
1. Designing **discount codes** by using the [Discount codes (AR209000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/discount-codes-ar209000/) window, where for each discount code you specify the type of the discount and the type of conditions for this discount application.
1. Creating **discount series** for each discount code by using the [Discounts (AR209500)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/discounts-ar209500/) window. A discount series defines a particular discount percent, fixed amount, or quantity of a free item; the series also defines the particular conditions of application. For more information, see [About discount series](/visma-net-erp/help/customer-ledger/manage-discounts/about-discount-series/).
This topic describes the options available at the stage of designing the discount codes.
## Types of discounts
In Visma Net, you can create discounts of the following general types:
Line-level discounts
: that apply to a document line: These discounts may be based on the line amount or quantity of the line, and they can be expressed as percentages or fixed amounts. Line-level discounts can be applied to the price of item or extended price of the item (line amount), depending on the option selected on the **Price/discount settings** tab of the [Customer ledger preferences (AR101000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/customer-ledger-preferences-ar101000/) window.
Group-level discounts
: that may apply to multiple lines of the same order. These discounts may be based on the amount or quantity that is the sum of multiple lines, and they can be expressed as percentages, fixed amounts, or specific quantities of free items. Because some of the discounts can be free items, the system cannot determine which of the group discounts is the best, so it applies all of those discounts that are applicable by the discount conditions.
Document-level discounts
: that apply to the document total: These discounts may be based on the document total, and they can be expressed as percentages or fixed amounts.
## Conditional and unconditional discounts
You can configure the discounts of all levels to be applied unconditionally or to be applied only if specific conditions are met.
In the Discount codes window, for each discount code, you can specify whether the discount is unconditional or is based on specific conditions; for conditional discounts, you can select the type of conditions to be used to determine whether a particular document is affected by the discounts with this discount code.
### The document-level discounts can have the following types of conditions
+ **Customer and branch**
+ **Customer**
+ **Customer price class**
+ **Customer price class and branch**
### The line-level and group-level discounts can have the following types of conditions
+ **Warehouse**
+ **Warehouse and item**
+ **Warehouse and customer**
+ **Warehouse and item price class**
+ **Warehouse and customer price class**
+ **Item**
+ **Item price class**
+ **Customer**
+ **Customer and item**
+ **Customer price class**
+ **Customer and item price class**
+ **Customer price class and item**
+ **Customer price class and item price class**
+ **Branch**
+ **Unconditional**
Once you have defined the discount codes, when you create discount series in the [Discounts (AR209500)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/discounts-ar209500/) window, you can specify particular conditions of the selected type. For instance, if a document-level discount is intended to promote a new branch to valuable customers, you can specify this branch and the particular customer class as conditions for this discount series. If you need to clean up a warehouse, you can create discounts that apply only to orders to be fulfilled from this particular warehouse.
## Automatic and manual discounts
The discounts with the **Manual** check box selected will not be applied automatically or selected as the best available when the user saves the document. Manual discounts can be configured, for example, for rebates or for coupons. You can apply a manual discount to a particular document by using the appropriate window, which can be one of the following windows:
+ Customer invoices
+ Cash sales
+ Sales orders
+ Sales invoices
## Discount series
The particular details and conditions of application for each discount code are defined by discount series, which you can create by using the [Discounts (AR209500)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/discounts-ar209500/) window. For more information, see [About discount series](/visma-net-erp/help/customer-ledger/manage-discounts/about-discount-series/).
You can decide whether you want to use auto-numbering for the series associated with each discount code. If you do, the system will assign a series ID to each series automatically. By default, the discount code is used as a prefix for generating series IDs; alternatively, you can specify (in the **Last number** column) another string to be used as a prefix for auto-numbering.
Related pages
Concepts
Tasks
Windows
About discount series
/visma-net-erp/help/customer-ledger/manage-discounts/about-discount-series
page
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.
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# 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.
In Visma Net, you create discounts in the following stages:
1. Defining discount codes for all types of discounts used in your organisation by using the Discount codes (AR209000) window. A discount code defines broad characteristics of the discount, such as whether it is applied automatically or manually, what level the discount is applicable at ( **Document**, **Group** of lines, or **Line** ), and whether it is unconditional or conditional. If a discount code is conditional, you also specify on this window what types of conditions (customer, item, customer price class, warehouse, or item price class) should be used to determine whether the discount can be applied to a document. For more information, see [About discounts](/visma-net-erp/help/customer-ledger/manage-discounts/about-discounts/).
1. Creating multiple discount series for each discount code by using the [Discounts (AR209500)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/discounts-ar209500/) window. A discount series defines the particular discount percent or the fixed discount amount applicable to a document if the document details match the discount application conditions. Discount series may define discounts that are **updatable** or **promotional** and **simple** or **tiered**. Multiple series of the same discount can be effective at the same time only if they have non-intersecting sets of conditions. For instance, you could define a line-level discount that is conditional and applies to items, and you can configure the discount series to have the same start date but apply to different items.
## Discount series details
For each discount code, you can create multiple discount series by using the [Discounts (AR209500)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/discounts-ar209500/) window.
Generally, you should enter a unique ID for each series. If auto-numbering is configured for the discount code, when you create a new series for this discount code, the system assigns its series ID automatically. By default, the discount code is used as a prefix for generating series IDs. If auto-numbering is not configured for the discount code, you should enter a unique ID for each series.
For each discount series, you specify the following:
+ Whether the discount is a promotional discount (and has an expiration date) or an updatable discount.
+ How the discount is expressed: as a percentage, an amount, or a certain quantity of a free item.
+ What are the particular items, customers, item classes, warehouses, and so forth to which the discount may be applied; the types of conditions are defined by the discount code. For instance, if the discount code was defined for discounts to be applied to items, the [Discounts (AR209500)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/discounts-ar209500/) window will have the **Items** tab, which you can use to list the particular items to which each series is applicable.
+ How the discount is tiered (if applicable): by amount (for discount codes of all types) or by quantity (for only discount codes of the **Line** and **Group** types).
Each discount series has an effective (start) date and can be applied only on or after this date.
## Simple and tiered discounts
Within a series, you can configure a **simple** discount, which is applicable to any amount or quantity, or a **tiered** discount, for which you can specify different per cents or fixed amounts based on the quantities of items or on the amounts. To configure tiers for a discount, you specify break points that define the ranges of amounts or quantities for which different discount per cents, amounts, or quantities of free items are applicable.
This section gives some examples of discount series. See [About discount calculation](/visma-net-erp/help/customer-ledger/manage-discounts/about-discount-calculation/) for more details about how discount amounts are calculated.
A simple series can be defined in the following way: Whether the series break points are specified as amounts or quantities, set **0** as the first and only break point. An example of how you define such a series for a document-level discount based on the total amount follows:
+ 0: 10% discount
Then, if conditions of the discount application are met for a document, no matter what the document total is, the discount of 10% will be applied.
+ 100 units: 5% discount
+ 200 units: 7% discount
+ 300 units: 10% discount
Consider a series for a fixed-amount discount based on the document total, with tiers defined by amounts (in U.S. currency). The series can be specified as follows:
+ €1000: €10 discount
+ €2000: €25 discount
+ €3000: €40 discount
## Updatable and promotional discounts
A discount series can define an **updatable** discount or a **promotional** discount.
Promotional discounts are effective over a limited time, so such series should have start dates and expiration dates. After the expiration date, the promotional discounts are not applicable.
> [!NOTE]
> To create a promotional series, always select the **Promotional** check box.
Updatable series or series for which the **Promotional** check boxes are not selected—have only start (effective) dates. However, for each updatable series, you can have multiple versions:
+ The **active** version, which is the one that defines the discount currently in effect
+ The **pending** version, which is the one that defines the discount to be in effect starting on the **Pending** date
+ The **last** version, which is the one that defined the discount that was in effect before the current discount
You cannot create all of these versions for the series at the same time. For the series, you can specify new break amounts (or quantities) as pending amounts (or quantities), and the new effective date as the pending date. When the new start date has arrived, you can update the current series with the pending values.
Once you update the series by using the [Update discounts - reference information](/visma-net-erp/help/customer-ledger/customer-ledger-windows/update-discounts-ar502500/) window, the currently active series version becomes the last version, and the pending version becomes the active one.
Related pages
Concepts
Tasks
Windows
About customer discounts and series for discounts
/visma-net-erp/help/customer-ledger/manage-discounts/about-customer-discounts-and-series-for-discounts
page
You use this window to define the series for the customer discount codes that you have set up.
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# 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.
See: [Add discount codes](/visma-net-erp/help/customer-ledger/manage-discounts/add-discount-codes/).
A **discount series** specifies how the system calculates a discount, based on the amount or quantity of the line item or on the document-amount.
It is made up out of a list of break points. Each breakpoint specifies a range of line amounts, line quantities, or document amounts qualified for the specific discount amount or percentage.
Many companies offer their customers discounts based on the total quantity of all items, specific items, the total document-amount, or amount of specific lines.
## The stages of defining customer discounts
In Visma Net, you create discounts in two stages:
1. In the Discount codes window, define the following characteristics for all types of discounts used in your organisation.
+ Unconditional or conditional
+ Conditions
+ Automatic or manual
+ Application level (documents, groups, or lines). For more information, see [The principles of customer discounts](/visma-net-erp/help/customer-ledger/manage-discounts/the-principles-of-customer-discounts/).
1. In the Discounts window, create discount series for each discount code. A discount series defines a discount that can be updated or is promotional, and simple or tiered. Multiple series of the same discount can only be effective at the same time if they have non-intersecting sets of conditions. For example: a line-level discount is defined as a conditional discount that applies to items. You can configure the series to have the same start date, but apply to different items.
## About the different discount series
For each discount code, you can create multiple discount series, as long as you use a unique identifier for each series.
If you have configured auto-numbering for the discount code, the system automatically assigns its series ID when you create a new series for this discount code. By default, the discount code is used as a prefix for generating series IDs.
Alternatively, you can specify another string to be used as a prefix for auto-numbering.
For each discount series, you specify the following:
+ How the discount is tiered: **by amount** (for discount codes of all types) or **by quantity** (only for the line and group discount code types).
+ How the discount is expressed: as a percentage, as an amount, or as a certain quantity of free items.
+ Whether the discount is a promotional discount with an expiration date, or whether it is an updatable discount.
+ Which conditions apply. The types of conditions are defined by the discount code. For example: if you have decided that the discount code should apply discounts to specific items, you can see the **Items** tab in the Discounts window. On this tab, you can create a list of items to which each series is applicable.
Each discount series has an effective (start) date and will apply only on and after this date.
## Simple and tiered discounts
You can enter a simple discount within a series that you can apply to any amount or quantity, or enter a tiered discount based on quantities of items/amounts.
In order to configure tiers for a discount, you specify break points to define a range of amounts or quantities. For each range you can apply different discount percentages, amounts, or quantities of free items.
For more information on how the system calculates discount amounts, see [Calculate document-level discounts with tiers defined by amounts](/visma-net-erp/help/customer-ledger/manage-discounts/calculate-document-level-discounts-with-tiers-defined-by-amounts/) and [Calculate line-level discounts for tiers defined by amounts](/visma-net-erp/help/customer-ledger/manage-discounts/calculate-line-level-discounts-for-tiers-defined-by-amounts/).
If you want to specify the series break points as amounts or quantities, you set 0 as the first break point, as in the following example:
+ 0: 10% discount
As an example of tiered discounts, consider a discount that is based on the quantity of goods purchased.
If you want a discount series with three tiers you can specify it like this:
+ 100 units: 5% discount
+ 200 units: 7% discount
+ 300 units: 10% discount
Consider a series for a discount based on the document total and tiered by amount (in GBP).
You can specify the series as follows:
+ £1000: £10 discount
+ £2000: £25 discount
+ £3000: £40 discount
## Updateable and promotional discounts
A discount series can define updateable or promotional discounts.
Promotional discounts are effective for a limited time period. You need to set start dates and expiration dates.
After the expiration date, the promotional discounts no longer apply.
> [!NOTE]
> If you want to create a promotional series, select the **Promotional** check box in the Discounts window.
If you **do not** select the **Promotional** check box, it means series can be updated. They only have the start (effective) date.
However, for each series that can be updated, you can have multiple versions:
+ The active version: the discount that is currently in effect.
+ The pending version: the discount will be in effect starting on the pending date.
+ The last version: the discount that previously was in effect before the current discount.
You cannot create all such versions of a series at the same time.
You can specify new break amounts (or quantities) as pending amounts (or quantities) and the new effective date as the pending date.
Then, when the new start date arrives, you can update the current series with the pending values.
Once you update the series in the **Update discounts** pop-up window in the Discounts window, the active series version becomes the last version, and the pending version becomes the active one.
Related pages
Tasks
Windows
About Discount codes
/visma-net-erp/help/customer-ledger/manage-discounts/about-discount-codes
page
In this window you can add, edit, view, and delete the discount codes defined in your company.
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# About Discount codes
In this window you can add, edit, view, and delete the discount codes defined in your company.
To complete the discount configuration, you must specify discount series for each discount code in the [Discounts (AR209500)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/discounts-ar209500/) window.
See: [The principles of customer discounts](/visma-net-erp/help/customer-ledger/manage-discounts/the-principles-of-customer-discounts/).
Click one of the drop-down lists below for more information about that subject.
## The order in which Visma Net applies customer discounts
When you save a document, customer discounts of all levels are applied to the document automatically, except for the discounts marked as manual. This topic tells you in which order the system applies the discounts.
## The application order for automatic discounts
You do not have to specify the order of application for automatic discounts. The discounts are always applied in the following order:
Line-level
: (applied to each line of the document) For each document line, the system checks if there are applicable line-level discounts, and picks the one with the largest discount amount.
Group-level
: (applied to multiple lines of the document) The system checks which group discounts that may be applicable, and applies all of them.
Document-level
: (applied to the total amount) There can be only one best document-level discount; that is why group-level discounts (that apply to multiple lines of the document) are often used as document-level discounts.
Several options affect the order of discount application and the calculation of the discounts:
Exclude from discountable amount
: If you use this option (available for line-level discounts), you can exclude the discountable amount of the line-level discount from the discountable amount for higher-level discounts (group or document). For example: by using this option, you can exclude items with a special 75% clearance discount defined at the line level from the basis for the usual 5% document discount the customer receives on orders that exceed £2000.
Skip document discount
: This option is available for group-level discounts. If you design a group-level discount to apply to multiple lines and significantly reduce the document total, select this option to exclude a document-level discount from the documents to which this group-level discount has been applied.
## How discounts and customer specific prices interact
In Visma Net, you can define special prices for particular customers. You can enter and maintain such prices by using the [Sales prices (AR202000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/sales-prices-ar202000/) window. If customer specific prices are available for items listed on a customer document, the system replaces the general sales prices with customer specific prices.
If you want to use customer specific prices as an alternative to discounts, you can select the check box **Ignore line discounts if the customer specific price is available** in the [Customer ledger preferences (AR101000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/customer-ledger-preferences-ar101000/) window. The system only applies line-level discounts to lines with generally priced items (if applicable). In both cases, group- and document-level discounts are applied as usual.
## About applying manual discounts
If you select the **Manual** check box in the [Supplier discount codes (AP204000)](/visma-net-erp/help/supplier-ledger/supplier-ledger-windows/supplier-discount-codes-ap204000/) window, the discount will not be applied automatically, or selected as the best-available when you save the document. You can use manual discounts for example for rebates or for coupons. Automatic discounts are applied when you save the document, but you apply a manual discount to documents in one of these windows:
+ [Sales invoices (AR301000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/sales-invoices-ar301000/)
+ [Sales orders (SO301000)](/visma-net-erp/help/sales/sales-windows/sales-orders-so301000/)
+ [Customer invoices (SO303000)](/visma-net-erp/help/sales/sales-windows/customer-invoices-so303000/)
You can apply manual line-level discounts to a document on the **Document details** tab in the correct window by selecting the discount code on a specific line. When you select the code and the system applies the discount, the other discounts are recalculated as well.
To apply manual group-level or document-level discounts, you select each manual discount by its code in the table on the **Discount details** tab in the correct window. If you change the line quantities while you are adding manual discounts, the system recalculates manual discounts; they will not be replaced by automatic discounts, even if the latter results in a bigger discount.
> [!NOTE]
> You can always go to the **Discount details** tab in the windows mentioned above, to view the details of the document-level and group-level discounts that were applied to a document.
## Validation of discount limit
You can configure the system to validate the percentage allowed for discounts on orders (or invoices). When the total discount percent calculated for the group-level and document-level discounts exceeds the established limit for customers of a specific customer class, you will get a warning. You specify the limit (as a percent) in the **Group/document discount limit (%)** field in the [Customer classes (AR201000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/customer-classes-ar201000/) window.
## About applying extra manual discounts
When all automatic discounts have been applied, you can apply manual discounts (without discount codes).
You specify manual discounts for specific document lines on the **Document details** tab in these windows:
+ [Sales invoices (AR301000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/sales-invoices-ar301000/)
+ [Cash sales (AR304000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/cash-sales-ar304000/)
+ [Sales orders (SO301000)](/visma-net-erp/help/sales/sales-windows/sales-orders-so301000/)
+ [Customer invoices (SO303000)](/visma-net-erp/help/sales/sales-windows/customer-invoices-so303000/)
To apply a manual discount, you can enter either the discount percent or the discount amount — the system automatically recalculates other related values.
## About refreshing discounts and prices on documents
You can update the discounts for documents that have been on hold for some time, if you know the prices or discounts have been updated, or new discounts have been defined in the system.
To update the prices and discounts, select the action **Recalculate prices** in the respective windows.
You can also choose whether you want to replace manual discounts by automatic discounts or not.
If you are not satisfied with the result, you can apply the manual discounts.
Related pages
Tasks
Windows
About discount application
/visma-net-erp/help/customer-ledger/manage-discounts/about-discount-application
page
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.
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# 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.
For more information: [Discount codes - reference information](/visma-net-erp/help/customer-ledger/customer-ledger-windows/discount-codes-ar209000/).
This topic provides details about the automatic and manual application of discounts.
## Application of automatic discounts
For automatic discounts, you don't have to specify the order of their application. When the user saves a document, the system always applies automatic discounts in the following order:
+ **Line-level** (applied to each line of the document)
For each document line, the system checks applicable line-level discounts and picks the one with the largest discount amount.
+ **Group-level** (applied to multiple lines of the document)
The system checks for applicable group-level discounts and applies all of them.
+ **Document-level** (applied to the document total amount)
There can be only one (the best) document-level discount, which is why group-level discounts (that apply to multiple lines of the document) are often used as document-level discounts. For example, if you create a group-level discount that is applicable to a specific customer price class, it will work as a document-level discount affecting each line of a document.
The following options, which are located in the [Discount codes - reference information](/visma-net-erp/help/customer-ledger/customer-ledger-windows/discount-codes-ar209000/) window, affect the order of discount application and the calculation of the discounts:
Exclude from discountable amount
: If you select this option, available for line-level discounts, you can exclude the discountable amount of the line-level discount from the discountable amount for higher-level (group or document) discounts. For instance, by using this option, you can exclude items with a 75% clearance discount defined at the line level from the basis for the usual 5% document discount that the customer receives on orders exceeding €2000.
Skip document discount
: This option is available for group-level discounts. If you design a group-level discount to be applicable to multiple lines and significantly reducing the document total, select this option to not apply a document-level discount to the documents to which this group-level discount has been applied.
## Interaction between discounts and customer-specific prices
In Visma Net, you can define special prices to be used for particular customers. You can enter and maintain such prices by using the [Sales prices (AR202000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/sales-prices-ar202000/) window. If customer-specific prices are available for items listed on a customer document, the system replaces the general sales prices with customer-specific prices.
If you want to use customer-specific prices as an alternative to discounts, you can select the **Ignore line discounts if the customer-specific price is a Available** option on the [Customer ledger preferences (AR101000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/customer-ledger-preferences-ar101000/) window. With this option selected, the system will apply line-level discounts only to lines with generally priced items (if applicable). In both cases, **Group-** and **Document-level** discounts are applied as usual.
## Application of manual discounts
The discounts with the **Manual** check box selected in the [Discount codes - reference information](/visma-net-erp/help/customer-ledger/customer-ledger-windows/discount-codes-ar209000/) window will not be applied automatically or selected as the best available when the user saves the document. You can configure manual discounts, for example, for rebates or coupons. While automatic discounts of all levels are applied when a document is being saved, the user can apply a manual discount to the document in the appropriate window, which can be one of the following windows:
+ [Sales invoices (AR301000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/sales-invoices-ar301000/)
+ [Sales orders (SO301000)](/visma-net-erp/help/sales/sales-windows/sales-orders-so301000/)
+ [Customer invoices (SO303000)](/visma-net-erp/help/sales/sales-windows/customer-invoices-so303000/)
A user can apply manual line-level discounts to a document on the **Document details** tab of the appropriate window by selecting the discount code in the particular line. After the code has been selected and the discount amount has been calculated, the system calculates other discounts.
To apply manual group-level or document-level discounts, the user selects each manual discount by its code in the table on the **Discount details** tab of the appropriate window. If the user changes the line quantities when adding manual discounts, manual discounts will be recalculated. (They will not, however, be replaced by automatic discounts even if the automatic discounts would result in a greater discount amount.)
## Details of discounts applied to documents
The users can view the details of the document-level and group-level discounts, automatic or manual, that were applied to the document on the **Discount details** tab of the respective data entry window (listed in the previous section).
## Discount limit validation
You can configure the system to validate the percentage allowed for discounts on orders (or invoices) and issue a warning when the total discount percent calculated for the group-level and document-level discounts exceeds the established limit for customers of specific customer class. To do this, specify the limit (as a percent) in the **Group/document discount limit (%)** field in the Customer classes (AR201000) window.
## Refreshing prices and discounts on documents
For documents with the **On hold** status, the users may periodically refresh the prices and discounts if they suspect that the prices or discounts were updated or new discounts have been defined in the system. To update the prices and discounts, the user can use the **Recalculate prices** dialog box, which opens when the user selects **Recalculate prices** on the **Actions** menu of the window toolbar of the respective window. In the dialog box, the user can select whether to replace manual discounts with automatic discounts. If the user is not satisfied with the result, the user can apply the manual discounts.
## Application of auxiliary manual discounts
Manual discounts (without discount codes) are applied when all automatic discounts have been applied. You can specify the manual discount for particular document lines by using the **Document details** tab of the appropriate data entry windows:
+ [Sales invoices (AR301000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/sales-invoices-ar301000/)
+ [Cash sales - reference information](/visma-net-erp/help/customer-ledger/customer-ledger-windows/cash-sales-ar304000/)
+ [Sales orders (SO301000)](/visma-net-erp/help/sales/sales-windows/sales-orders-so301000/)
+ [Customer invoices (SO303000)](/visma-net-erp/help/sales/sales-windows/customer-invoices-so303000/)
To apply a manual discount, you can enter either the discount percent or the discount amount. The system will recalculate other related values automatically.
Related pages
Concepts
Tasks
Windows
About discount calculation
/visma-net-erp/help/customer-ledger/manage-discounts/about-discount-calculation
page
With the algorithms Visma Net uses to calculate discounts, you can give the customer the maximum discount available for the ordered goods.
2026-02-19T17:09:06+01:00
# 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.
When you enter a discount series in Visma Net by using the [Discounts (AR209500)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/discounts-ar209500/) window, you can specify
the same discount for all amounts or quantities, or you can create tiers by
specifying **break points**, with each break point defining the minimum
discountable quantity or amount for a new tier.
You can express the particular
discounts for these tiers as well as for discounts without tiers as percentages,
fixed amounts, or certain quantities of free items.
When you create discounts in the [Discounts (AR209500)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/discounts-ar209500/) window and specify break points as the discountable quantities of the item, you should specify the quantities in the units of measure (UoMs) defined as base units of the item. Even if you do not specify UoMs, the system calculates discounts as if the quantities were specified in base units.
The sections below describe how, based on the discount type and the selected options, the system calculates the discount amounts or the quantities of free items.
## Calculation of document-level discounts with tiers defined by a Amounts
For **document-level** discounts, the tiers can be created only by break points defined as amounts, while the discount can be defined as a fixed amount or a percentage of the document amount. When the system processes a sales order or an invoice and finds a matching discount (based on the application conditions), the system compares the discountable amount to the break points in the discount series as follows:
1. The document amount is compared to the first break point. If the amount is less than the first break point in the series, the discount equals zero, and no further comparison is performed.
1. The document amount is compared to the next break point. If the amount is greater than or equal to this break point but less than the next break point, the system calculates the discount as follows:
+ If the discount is a fixed amount, the fixed amount for this tier is deducted from the document amount.
+ If the discount is a percentage, the percent (specified for this tier) of the document amount is calculated and deducted from the document amount.
+ If the discount is a quantity of a free item, the quantity defined for this tier is used.
+ No further comparison is performed.
1. Comparison continues similarly, with Step 2 repeated until a discount is found or the last break point is checked.
This topic covers examples of tiered discounts.
In these examples, amounts are in Euros.
### Example 1
If a series for a document-level discount has tiers defined by amounts with the discounts expressed as percentages, the discount amount corresponding to the appropriate tier is subtracted from the document total. Suppose that the series is specified with the following break points:
+ €1000: 5%
+ €2000: 7%
+ €5000: 10%
For a document with a €900 total, the discount is €0, while for a document with
a €2500 total, the discount is €175 (7%).
For a document with total of €9000, the
discount is €900 (10%).
### Example 2
Suppose that a series for a
document-level discount is broken down by amount, with the discounts expressed as
fixed amounts that are subtracted from the total amount.
Further suppose that the
series is specified with the following break points:
+ €1000: €100
+ €2000: €225
+ €3000: €350
Customers receive a discount of €0 for orders with amounts less than €1000.
The discount for an order with a total between €1000 and €1999.99 is €100, the discount
for an order between €2000 and €2999.99 is €225, and the discount for an order of
€3000 or more is €350.
## Calculation of line-level discounts for tiers defined by amounts
Tiers for line-level discounts can be defined by amounts or by quantities.
The method
of calculation of line-level discounts depends on the option you select in the
**Apply line discount to** field on the
**Price/discount settings** tab of the [Customer ledger preferences (AR101000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/customer-ledger-preferences-ar101000/) window. You can apply the discounts to
prices of items or extended prices of items (line amounts before taxes), and the
selected option affects the discount calculation. Both methods are described in this
section.
### Discounts applied to extended prices
If the system is configured to apply line discounts to extended prices of items and the tiers are defined by line amounts, the system performs discount calculation as follows:
1. The line amount (that is, the extended price of the item) is compared to the first break point. If the amount is less than the first break point in the series, the discount equals zero, and no further comparison is performed.
1. The line amount is compared to a next break point. If the amount is greater than or equal to this break point but less than the next break point, the system calculates the discount as follows:
+ If the discount is a fixed amount, the fixed amount for this tier is deducted from the line amount.
+ If the discount is a percentage, the percent (specified for this tier) of the line amount is calculated and deducted from the line amount.
+ No further comparison is performed.
1. Comparison continues similarly, with Step 2 repeated until a discount is found or the last break point is checked.
#### Example 3
A customer buys an item whose unit cost is €95. If the series for
the line-level discount has tiers defined by the amounts, with the discounts
expressed as percentages, the discount amount (calculated by using the percent
defined for the appropriate tier) of the item's extended price is subtracted from
the extended price.
Suppose that the series is specified with the following break
points:
+ €1000: 5%
+ €2000: 10%
+ €5000: 20%
For a line with 10 items (which means that the extended price is €950), the discount
is €0.
For a line with 20 items (for an extended price of €1900), the discount is
€95 (5%). And for a line with 60 items (and an extended price of €5700), the
discount is €1140 (20%).
### Discounts applied to unit prices
If the system is configured to apply line discounts to item prices, for discounts with break
points defined as amounts, you should specify the break points to be compared to
prices.
The system performs this discount calculation as follows:
1. The line item's price is compared to the first break point. If the item price is less than the first break point in the series, the discount equals zero, and no further comparison is performed.
1. The item price is compared to a next break point. If the price is greater than or equal to this break point but less than the next break point, the system calculates the discount as follows:
+ If the discount is a fixed amount, the fixed amount for this tier is deducted from the item's unit price, and the extended price is recalculated.
+ If the discount is a percentage, the percent (specified for this tier) of the unit price is calculated and deducted from the item's unit price.
+ No further comparison is performed.
1. Comparison continues similarly, with Step 2 repeated until a discount is found or the last break point is checked.
If the system is configured to apply line discounts to item prices and a series is broken down by the quantity of the item, the line quantity of the item is compared to the quantities selected as break points, and the discount is calculated as follows:
+ If the discount is defined as a percentage, the specified percent is deducted from the item price and then the discounted price is multiplied by the item quantity.
+ If the discount is defined as a fixed amount, the specified fixed amount is deducted from the item price and then the discounted price is multiplied by the item quantity.
#### Example 4
A customer buys different items with prices of €95, €210, and €600.
If a series for a line-level discount has tiers defined by the amounts with the
discounts expressed as percentages, the discount amount (calculated as the percent
defined for the appropriate tier) of the item price is subtracted from the price.
Suppose that the series is specified with the following break points:
+ €100: 5%
+ €200: 10%
+ €500: 20%
For a line with 10 units of the item priced at €95, the discount will be €0.
For a
line with 20 units of the item priced at €210, the discount will be €21.10 per unit
with the discount for the line at €21.0 multiplied by the quantity.
And for a line
with one item prices at €600 the discount will be €120 per unit.
## Discount calculation for prorated discounts
Discount series can be prorated if the **Prorate discounts** option is selected in the [Discounts (AR209500)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/discounts-ar209500/) window. For prorated discount series, the discount amount (or the quantity of free items) is calculated so that the customer won't try to split a sales order to get greater discount amount or a larger quantity of free items. The **Prorate discounts** option is applicable to discount series with discountable quantities or discountable amounts. For instance, you can configure a discount described as “Get €5 off for every 10 units purchased."
### Example 5
Consider a prorated group-level discount with tiers based on
quantity.
The series defines the discount with the following tiers:
+ 10 units: 1 unit of the free item
+ 20 units: 2 units of the free item
+ 40 units: 3 units of the free item
To determine the discount for a discountable quantity larger than one break point but
less than the next break point, the system treats the discountable quantity as a
combination of break point quantities and uses the largest possible break point
quantities.
It then calculates the discount according to the break points used.
For this example, a sales order for 50 units would yield 4 units of the free item, computed as 3 (for 40 units) plus 1 (for 10 units). For an order of 70 units, the discount is calculated as 6 units of the free item: 3 as the discount for 40 units, plus 2 as the discount for 20 units, plus 1 as the discount for 10 units.
Related pages
Concepts
Windows
The principles of customer discounts
/visma-net-erp/help/customer-ledger/manage-discounts/the-principles-of-customer-discounts
page
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.
2026-02-19T17:09:06+01:00
# 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.
## Overview of discounts
### Types of customer discounts
You can configure various types of discounts: unconditional or condition-based, simple or tiered, and automatic or manual (including rebates and coupons).
## Prerequisites
Make sure that your license includes the **Customer discounts** functionality and that you have activated it (see [Enable or disable customer discounts](/visma-net-erp/help/common-settings/enable-or-disable-functionalites/enable-or-disable-customer-discounts/) ).
You can configure customer discounts in the Customer ledger workspace.
This means that even if you do not have the Inventory workspace as part of your license, you can configure customer discounts.
The system automatically applies customer discounts to each sales invoice when the document is saved.
If your company uses the Inventory module, the system applies discounts to sales orders.
## Stages of configuring customer discounts
1. In the [Discount codes (AR209000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/discount-codes-ar209000/) window, you define customer discount codes, and specify the discount types and their conditions.
1. In the [Discounts (AR209500)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/discounts-ar209500/) window, you create discount sequences for each discount code.
## Types of discounts - on the line, group or document level
There are three general types of customer discounts in Visma Net:
Line-level discounts
: (apply to a document line) These discounts may be based on the line amount or quantity, and can be expressed as percentages or fixed amounts. They can be applied to the item price or extended item price (line amount), depending on the option you have selected on the **Price/discount settings** tab in the [Customer ledger preferences (AR101000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/customer-ledger-preferences-ar101000/) window.
Group-level discounts
: (apply to multiple lines of the same order) These discounts may be based on the amount or quantity that is the sum of multiple lines. They can be expressed as percentages, fixed amounts, or specific quantities of free items. Because some of the discounts can be free items, the system cannot determine which of the group discounts is the best, so it applies all of those discounts that are applicable by the discount conditions.
Document-level discounts
: (apply to the total of the document) These discounts may be based on the document total. They can be expressed as percentages or fixed amounts.
In the [Discount codes (AR209000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/discount-codes-ar209000/) window, you can specify for each discount code whether the discount will be unconditional or whether it will have specific conditions. For conditional discounts, you can select the type of conditions to be used to determine whether a particular document is affected by the discounts with this discount code.
Then, when you create discount sequences in the [Discounts (AR209500)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/discounts-ar209500/) window, you can specify particular conditions of the selected type.
For example: If a document-level discount is intended to promote a new branch to valuable customers, you can specify this branch and customer class as conditions for this discount sequence. If you need to clean up a warehouse, you can create discounts that apply only to orders to be fulfilled from this particular warehouse.
## Automatic and manual discounts
If you create discount codes and select the **Manual** check box in the [Discount codes (AR209000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/discount-codes-ar209000/) window, the system will not automatically apply the manual discount, nor will it select it as the best-available when a user saves the document. You can configure manual discounts for rebates or for coupons. While the system applies automatic discounts of all levels when you save the document, you can apply a manual discount to a specific document in one of these windows:
+ [Sales invoices (AR301000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/sales-invoices-ar301000/) ( Financials )
+ [Sales orders (SO301000)](/visma-net-erp/help/sales/sales-windows/sales-orders-so301000/)
+ [Customer invoices (SO303000)](/visma-net-erp/help/sales/sales-windows/customer-invoices-so303000/)
On the **Document details** tab in any of these windows, you can apply line-level discounts; just select the **Manual discount** check box for a specific line and select the discount code. On the **Discount details** tab, you can apply manual group- and document-level discounts.
## Discount sequences
Discount sequences define the particular application details and conditions for each discount code.
You create these sequences in the [Discounts (AR209500)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/discounts-ar209500/) window.
For each supplier discount code, you can decide whether you want to use auto-numbering for the sequence associated with this discount code. If you do, the system automatically assigns a sequence ID to each sequence. By default, the supplier discount code is used as a prefix when the system generates sequence IDs.
Alternatively, you can specify another prefix to use for auto-numbering.
For more information about discount sequences, see: [About customer discounts and sequences for discounts](/visma-net-erp/help/customer-ledger/manage-discounts/about-customer-discounts-and-series-for-discounts/).
Set up a discount series
/visma-net-erp/help/customer-ledger/manage-discounts/set-up-a-discount-series
section
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# Set up a discount series
1. Go to the [Discounts (AR209500)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/discounts-ar209500/) window.
1. Click  to select the **Discount code** you want to use.
1. In the **Series** field, click  and select a series number from the list or enter a new number manually.
> [!NOTE]
> If the **Auto numbering** for the discount is selected in the [Discount codes (AR209000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/discount-codes-ar209000/) window, the system will automatically create a new series for you. The field will display **<NEW>** before you save.
1. In the drop-down list **Discount by**, select whether the discount should be specified by **Percent** or **Amount**.
1. In the drop-down list **Break by**, choose a range for the series in the form of **Quantity** or **Amount**.
1. If the series is active, select the **Active** check box.
1. If the series is a promotional discount, select the **Promotional** check box.
> [!NOTE]
> For promotional discount series, you must specify the effective date and the expiration date.
1. If you want the discount to be prorated, select the **Prorate discount** check box. This requires that you have chosen **Amount** in the **Discount by** drop-down list.
1. Click .
Related pages
Concepts
Tasks
Windows
Add discount codes
/visma-net-erp/help/customer-ledger/manage-discounts/add-discount-codes
section
2026-02-19T17:09:06+01:00
# Add discount codes
1. Go to the [Discount codes (AR209000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/discount-codes-ar209000/) window.
1. Click .
1. In the **Discount code** column, enter a unique code for the discount. You can use letters and numbers, up to 10 characters.
1. In the **Description** column, enter a brief description of the discount. You can use letters and numbers, up to 250 characters.
1. Select the right **Discount type**.
1. From the drop-down list in the **Applicable to** column, select the entity that you want to be applied to the discount.
> [!NOTE]
> Depending on your discount type, you will get different options.
1. You can further specify the discount code by selecting one or more check boxes in the next columns. **Example**: If you want the system to automatically generate series IDs, based on the created discount code, select **Auto numbering**. The series will then be displayed in the **Last number** column.
1. Click .
Related pages
Tasks
Add customers to a discount series
/visma-net-erp/help/customer-ledger/manage-discounts/add-customers-to-a-discount-series
section
On the Customers tab you can make a list of the customers you want to apply the discount series to.
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# 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.
1. Go to the [Discounts (AR209500)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/discounts-ar209500/) window.
1. In the **Discount code** field, select a discount code that is applicable to customers. The **Customers** tab will now be visible.
1. On the **Customers** tab, click .
1. Click  to find the customer that you want to use this discount series for.
1. Click **Select**.
1. Click .
Related pages
Concepts
Tasks
Windows
Add discount breakpoints
/visma-net-erp/help/customer-ledger/manage-discounts/add-discount-breakpoints
section
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.
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# 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.
For more information: [Set up a discount series](/visma-net-erp/help/customer-ledger/manage-discounts/set-up-a-discount-series/).
You can also use it to view the details of an existing series. The columns on this tab depend on the options selected in the **Discount by** and **Break by** drop-down lists.
1. Go to the [Discounts (AR209500)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/discounts-ar209500/) window.
1. Click .
1. Enter a **Pending break amount** or a **Pending break quantity** depending on your choice in the **Break by** drop-down list.
1. Enter a **Pending discount percent** or a **Pending discount amount**, depending on your choice in the **Discount by** drop-down list.
1. Click .
Related pages
Concepts
Tasks
Windows
Calculate line-level discounts for tiers defined by amounts
/visma-net-erp/help/customer-ledger/manage-discounts/calculate-line-level-discounts-for-tiers-defined-by-amounts
page
You can define tiers (for a line-level discount) by amounts or by quantities.
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# Calculate line-level discounts for tiers defined by amounts
You can define tiers (for a line-level discount) by amounts or by quantities.
## Introduction
You can define tiers (for a line-level discount) by amounts or by quantities.
The calculation method for line-level discounts depends on whether you want to apply the discount to item price or to the extended item price. Required setting before you start: [Apply line discount to Item price or Extended item price](/visma-net-erp/help/customer-ledger/customer-ledger-preferences/apply-line-discount-to-item-price-or-extended-item-price/).
## Apply line discount to extended price
If the system is configured to apply line discounts to extended item price and the tiers are defined by line amounts, the system calculates discounts like this:
1. The line amount (that is, the extended price of the item) is compared to the first break point. If the amount is less than the first break point in the sequence, the discount equals zero and the system does no further comparison.
1. The line amount is compared to the next break point. If the amount is greater than or equal to this break point, but less than the next break point or greater than the last break point, the system calculates the discount like this:
+ If the discount is a fixed amount, the fixed amount for this tier is deducted from the line amount.
+ If the discount is a percentage, the percent (specified for this tier) of the line amount is calculated and deducted from the line amount.
+ The system does no further comparison.
1. The system continues to compare; it repeats step 2 until it finds a discount or has checked the last break point.
### Example
A customer buys an item whose unit cost is $95.
If the sequence for the line-level discount has tiers defined by the amounts, with the discounts expressed as percentages, the system subtracts the discount amount calculated as a percent (defined for the appropriate tier) of the extended item’s price, from the extended price. Let us say that the sequence is specified with the following break points:
+ £1000: 5%
+ £2000: 10%
+ £5000: 20%
For a line with 10 items (the extended price is £950), the discount is zero.
For a line with 20 items (for an extended price of £1900), the discount is £95 (5%).
And for a line with 60 items (and an extended price of £5700), the discount is £1140 (20%).
## Apply line discount to item price
If the system is configured to apply line discounts to item prices for discounts with break points defined as amounts, you should specify the break points to be compared to prices. The system calculates discounts like this:
1. The line item's price is compared to the first break point. If the item price is less than the first break point in the sequence, the discount equals zero and the system does no further comparison.
1. The item price is compared to the next break point. If the price is greater than or equal to this break point but less than the next break point, the system calculates the discount like this:
+ If the discount is a fixed amount, the fixed amount for this tier is deducted from the item's unit price, and the system recalculates the extended price.
+ If the discount is a percentage, the system calculates and deducts the percent (specified for this tier) of the unit price from the item's unit price.
+ The system does no further comparison.
1. The system continues to compare; it repeats step 2 until it finds a discount or has checked the last break point.
If the system is configured to apply line discounts to item prices, and a sequence is broken down by the quantity of the item, the line quantity of the item is compared to the quantities selected as break points. In that case, the system calculates the discount like this:
+ If the discount is defined as a percentage, the specified percent is deducted from the item price and then the discounted price is multiplied by the item quantity.
+ If the discount is defined as a fixed amount, the specified fixed amount is deducted from the item price and then the discounted price is multiplied by the item quantity.
### Example
A customer buys different items with prices £95, £210, and £600.
If a sequence for a line-level discount has tiers defined by the amounts with the discounts expressed as percentages, the discount amount is calculated as the percent (defined for the appropriate tier) of the item price and the system subtracts it from the price.
Suppose that you have specified the sequence with the following break points:
+ £100: 5%
+ £200: 10%
+ £500: 20%
For a line with 10 units of the item priced at £95, the discount will be zero.
For a line with 20 units of the item priced at £210, the discount will be £21.10 per unit with the discount for the line at £21.0 multiplied by the quantity.
And for a line with one item priced at £600, the discount will be £120 per unit.
> [!NOTE]
> If you need information on discount calculation for prorated discounts, see: [Calculate prorated discounts](/visma-net-erp/help/customer-ledger/manage-discounts/calculate-prorated-discounts/).
Related pages
Concepts
Calculate document-level discounts with tiers defined by amounts
/visma-net-erp/help/customer-ledger/manage-discounts/calculate-document-level-discounts-with-tiers-defined-by-amounts
page
In Visma Net, the algorithms used to calculate customer discounts allow you to give customers the maximum discount for the ordered goods.
2026-02-19T17:09:06+01:00
# 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.
## Introduction
When you enter a discount sequence, you can specify the same discount for all amounts or quantities, or you can create tiers by specifying the break points and the particular discounts for these tiers.
For more information, see: [The principles of customer discounts](/visma-net-erp/help/customer-ledger/manage-discounts/the-principles-of-customer-discounts/), [About Discount codes](/visma-net-erp/help/customer-ledger/manage-discounts/about-discount-codes/), and [About customer discounts and sequences for discounts](/visma-net-erp/help/customer-ledger/manage-discounts/about-customer-discounts-and-series-for-discounts/).
> [!NOTE]
> When you create discounts and specify break points as the discountable quantities of the item, you should specify the quantities in the units of measure (UOMs) that are used to define the item's base units. Even if you do not specify UOMs, the system calculates discounts as if the quantities were specified in base units.
## Calculation principles
You can only create tiers for document-level discounts, if you define break points as amounts.
The discount can be defined as a fixed amount, or a percentage of the document amount.
When the system processes a sales order or an invoice and finds a matching discount (based on the application conditions), the system compares the discountable amount to the break points in the discount sequence. This comparing works like this:
1. The document amount is compared to the first break point. If the amount is less than the first break point in the sequence, the discount equals zero and the system does no further comparison.
1. The document amount is compared to the next break point. If the amount is greater than or equal to this break point but less than the next break point, the system calculates the discount as follows:
+ If the discount is a fixed amount, the fixed amount for this tier is deducted from the document amount.
+ If the discount is a percentage, the percent (specified for this tier) of the document amount is calculated and deducted from the document amount.
+ If the discount is a quantity of a free item, the quantity defined for this tier is used.
+ The system does not perform any further comparison.
1. The system continues to compare, and repeats step 2 until it finds a discount or has checked the last breakpoint.
### Example 1
If a sequence for a document-level discount has tiers defined by amounts with the discounts expressed as percentages, the system subtracts the discount amount corresponding to the appropriate tier from the document total.
Suppose that you have specified a sequence with the following breakpoints:
+ £1000: 5%
+ £2000: 7%
+ £5000: 10%
For a document with £900 total, the discount is zero, while for a document with £2500, it is £175 (7%), and for a document with total of £9000, the discount is £900 (10%).
### Example 2
Next, suppose that a sequence for a document-level discount is broken down by amount, with the discounts expressed as fixed amounts that are subtracted from the total amount. Furthermore, suppose that you have specified the sequence with the following break points:
+ £1000: £100
+ £2000: £225
+ £3000: £350
For purchase orders with amounts less than £1000, your company will receive a discount of zero. The discount for an order with a total between £1000 and £1999.99 is £100, the discount on an order between £2000 and £2999.99 is £225, and the discount for an order of £3000 or more is £350.
## What is next?
[Calculate line-level discounts for tiers defined by amounts](/visma-net-erp/help/customer-ledger/manage-discounts/calculate-line-level-discounts-for-tiers-defined-by-amounts/)
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Concepts
Calculate prorated discounts
/visma-net-erp/help/customer-ledger/manage-discounts/calculate-prorated-discounts
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Discount sequences can be prorated if you select the Prorate discounts check box in the Discounts window.
2026-02-19T17:09:06+01:00
# Calculate prorated discounts
Discount sequences can be prorated if you select the Prorate discounts check box in the Discounts window.
## Introduction
Discount sequences can be prorated if you select the **Prorate discounts** check box in the Discounts window. For prorated discount sequences, the discount amount (or the quantity of free items) is calculated in such a way that the customer cannot try to split a sales order to get a greater discount, or a larger quantity of free items.
The **Prorate discounts** option is applicable to discount sequences with discountable quantities as well as with discountable amounts.
## Example
This example concerns a prorated group-level discount defined for quantity tiers. The sequence defines the discount with the following tiers:
+ 10 units: 1 unit of the free item
+ 20 units: 2 units of the free item
+ 40 units: 3 units of the free item
To determine the discount for a discountable quantity larger than one break point, but less than the next break point, the system treats the discountable quantity as a combination of break point quantities, using the largest possible break point quantities. It then calculates the discount according to the breakpoints used.
With prorated discounts, a sales order for 50 units would yield 4 units of the free item: 3 (for 40 units) + 1 (for 10 units) = 4.
For an order of 70 units, the discount is 6 units of the free item: 3 (for 40 units) + 2 (for 20 units) + 1 (for 10 units) = 6.
Related pages
Concepts