The principles of customer discounts

Make sure that your license includes the Customer discounts functionality and that you have activated it (see 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.

1. In the Discount codes (AR209000) window, you define customer discount codes, and specify the discount types and their conditions.
   
2. In the Discounts (AR209500) window, you create discount sequences for each discount code.

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) 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) 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) 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.

If you create discount codes and select the Manual check box in the 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) (Financials)
• Sales orders (SO301000)
• 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 define the particular application details and conditions for each discount code.
You create these sequences in the 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 series for discounts.