This tab under Periodic billing will redirect you to a sub-tab in the Price Rules overview.
This sub-tab shows an overview of your existing Individual discounts, i.g. an overview of any existing Individual price rule created.
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Individual discounts can be seen and set up in this sub-menu. Every Individual Discount created (and not manually deleted) will be shown here, from each Business Unit. |
Information shown here:
Active - If active or not
Rule Description - The name
Priority
Customer
Product - The defined article
Discount pct. - If a percentage discount is defined (0.01-1)
Absolute discount - A set amount less from the Gross Price
Item price - Overrides the Gross Price
Gross Price - The original Gross Price
You can create a new Individual discount for a customer by pressing on the green + button, or you may:
Edit an existing Individual discount
Delete an existing discount (not recommended)
Show the Historical Data of this Individual discount
Copy this Individual discount.
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After creating an Individual discount, you do not have to click on “Apply Rule Changes Now”. |
We set up a new rule for our monthly membership.
You can define the following:
Active - If you want this discount to be active or not
Rule Description - Name of the rule
Priority - Not necessary to be changed unless you have multiple rules active for the same customer
Active from - From which date this should be active (it’s usually best to leave this blank)
Active till - Important for temporary discounts, e.g. until the end of the year
Product - The article
Customer - The customer who should receive this discount
Discount pct - If you want to define a percentage-discount, ranging from 0.01 (1%) to 1 (100%).
Absolute discount - E.g. you want to charge 80 instead of 100, put in 20
Item Price - A specific price will be charged instead of the standard price for the defined article
Once created, the discount set will be immediately show in this sub-tab.
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It will also be instantly applied for the specified customer and the defined article.
If you want to add specific price rule(s) for a customer, the easiest way is to apply them while the customer is selected, as explained here: https://nexxchange.atlassian.net/wiki/spaces/GSE/pages/547979351/Customers+CRM#Customers%26CRM-PeriodicBilling