Individual discounts

Owned by Domenik
Last updated: Oct 20, 2022
2 min read

 

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.

 

 

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.

 

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.

 

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: Customers & CRM | Customers&CRM PeriodicBilling