Managing Discounts

You should define a discount if you want to define a system-wide discount for a product, membership, or a specific customer according to rate structure, date range, or quantity. The discount can only be applied to an order that meets the requirements you define on the Discount Maintenance screen.

From the Discount Maintenance screen, you can create a new discount, edit a discount, view a discount's linked products, or copy a discount.

To access the Discount Maintenance screen:

1. From the left navigation, select Manage Discounts from the Orders menu.
   OR
   From the Orders Central page, select Manage Discounts.
2. The Discount Maintenance screen displays as shown below:
   

Create a New Discount

To create a new discount:

1. From the Discount Maintenance screen, select New Discount.
2. The Add New Discount screen displays, as shown below.
   
3. From the Discount Information section:
   1. If necessary, change the Discount ID.
   2. Enter the Description.
   3. Select a Discount Type of either Percent or Amount.
   4. Depending on the Discount Type selected, enter the Percent or Amount.
   5. Select a Valid From date.
   6. Select a Valid Through date.
   7. Select the Active, Order Level, Manual Discount, and Manual Override toggles as needed.
4. From the Product and Order Criteria section:
   1. Select an Order Method.
   2. Select a Subsystem.
   3. Select a Product Class.
   4. Select the Rate Structure.
   5. Search for and select a Market Code.
   6. Enter the Quantity From.
   7. Enter the Quantity To.
   8. Select the Display Qty on Web/Mobile toggle, as needed.
5. From the Constituent Criteria section:
   1. Select the Organization unit.
   2. Search for and select a Membership Product.
   3. Select the Constituent Class.
   4. Select the Constituent Status.
   5. Search for and select a Purchasing Group.
   6. Select the Earned By.
   7. Search for and select a Specific Constituent.
6. Click Save and Link Products to link products to the discount. Click Save to save the discount.

Screen Element	Description
Discount Identification
Discount ID	Text box. The system-generated discount identification number. You can change it, though. When a discount is used on an order, this ID is written to the Order_Detail.PRODUCT_DISCOUNT_ID table.
Description	Text box. The description of the discount.
Discount Type	Drop-down. Indicates whether the discount is based on Percent or Amount.
Percent	Text box. The discount percentage. Only displays if the Discount Type is set to Percent.
Amount	Text box. The fixed amount of the discount. Only displays if the Discount Type is set to Amount.
Valid From	Drop-down. The first date the discount is valid.
Valid Through	Drop-down. The last date the discount is valid.
Active	Toggle. When set to "Yes", indicates the discount is active. Only active discounts can be applied to an order or order line.
Order Level	Toggle. When set to "Yes", indicates the discount will be applies by order level. Order level discounts are restricted to percentages. When applied, it will grant a specific percentage discount on all line items in the order. If this toggle is set to "Yes", the Manual Override toggle is disabled.
Manual Discount	Toggle. When set to "Yes", indicates the Product_Discount_Detail table should be deleted. A manual discount must be manually applied. This discount is not considered in the automatic calculation of discounts. The discount definition is percentage-based. You must select this discount code manually from the Order Entry screen or other order screens, but you cannot change the percentage or amount. Once set for an order detail line, the application does not include this line in any automatic consideration of discounts but freezes the discount code for this line item.
Manual Override	Toggle. This discount is considered in the automatic calculation of discounts and is percentage-based, but you can directly change the discount amount at the order detail level. When the amount is changed, the application automatically selects the Order Detail Manual Discount checkbox so that the system will not include this line in any automatic consideration of discounts. The unit price cannot go below zero. If this checkbox is checked, the Order Level checkbox is disabled.
Product and Order Criteria
Order Method	Drop-down. The method by which the order was placed. For example: Phone, Fax, Email, Internet. Selecting the order method here indicates only customers using this order method can receive the discount.
Subsystem	Drop-down. The subsystem to which the discount applies. Selecting the subsystem here indicates only product within this subsystem can receive the discount.
Product Class	Drop-down. The product class of the subsystem to which the discount applies. Selecting the product class here indicates only this product class can receive the discount.
Rate Structure	Drop-down. The rate structure to which this discount applies. Selecting the rate structure here indicates only this rate structure can receive the discount.
Market Code	Search field. The promotion piece such as a catalogue or mailer to which the discount applies. Selecting the market code here indicates only customer’s receiving this market code can receive the discount. If there are condition(s) that must be met for a customer to qualify for a quantity discount (such as using a market code), ensure that the Display Qty on Web/Mobile toggle is set to "No" so that the quantity discount information is not displayed to all web and mobile customers.
Quantity From	Text box. The minimum quantity a customer must order to receive the discount.
Quantity To	Text box. The maximum quantity a customer must order to receive the discount.
Display Qty on Web/Mobile	Toggle. Identifies whether the quantity discount is available to all customers who purchase the additional quantity. If there are additional condition(s) that must be met for a customer to qualify for the quantity discount (such as using a market code), set this toggle to "No" so that the quantity discount information is not displayed to all web and mobile customers.
Constituent Class Criteria
Organization Unit	Drop-down. Allows a discount belonging to one organization unit to be made available based on a customer’s membership in another organization unit. The membership organization unit selected here determines the organization unit of the membership product that can be selected for a discount. Example: Professional members of Org Unit 1 can receive a discount when purchasing Org Unit 2’s product.
Membership Product	Search field. The membership product that identifies the active membership that the customer must have in order to be eligible to receive the discount on the product identified in the “Discount on Specific Products” area. If no membership product is identified, the discount for the product identified in the “Discount on Specific Products” area will be given to all active members of the identified Member Org Unit when purchasing that product.
Constituent Class	Drop-down. The class of customer to which the discount applies. Selecting the customer class here indicates only this customer class can receive the discount.
Constituent Status	Drop-down. The status of customer to which the discount applies. Selecting the customer status here indicates only this customer status can receive the discount.
Purchasing Group	Search field. The purchasing group to which the discount applies. Selecting the purchasing group here indicates only this purchasing group can receive the discount.
Earned By	Drop-down. Identifies whether the discount will be given based on the bill-to customer or the order line ship-to customer currently belonging to the purchasing group. Select "Both" if the discount is to be given if either the bill-to or the order line ship-to belongs to the purchasing group. When a purchasing group is selected, this field is required.
Specific Constituent	Search field. This opens the Customer Chooser screen and allows you to specify the customer. Selecting the customer here indicates only this customer can receive the discount. The selected customer MUST be the ship-to customer on the order to receive the discount.

Edit a Discount

To edit a discount:

1. From the Discount Maintenance screen, click the edit pencil icon in the grid next to the discount you would like to edit.
2. The Edit Discount screen displays, as shown below.
   

View and Add Discount Linked Products

To view and add  linked products for a discount:

1. From the Discount Maintenance screen, click the additional options menu in the grid next to the discount you would like view linked products for, then select Linked Products.
2. The Linked Products screen displays, as shown below.
   
3. To add a new linked product, select New Linked Product.
4. The Link Products to Discount screen displays. Search for the product you would like to link to the discount, then select Add.
   
5. Once you have selected your products, click the Link Products button to link the products to the discount.
   

Copying a Discount

You can quickly create a copy of an existing discount using the Copy Discount option.

To copy a discount:

1. From the contextual menu in the grid, select Copy Discount.
   
2. A copy of the discount is created and added to the grid. The Description of the new discount is the description of the copied discount with the new discount's Discount ID appended.