Individual discounts (-WIP-)

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.

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.

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.

It will also be instantly applied for the specified customer and the defined article.