About discounts

You configure discounts in the Customer ledger workspace, so that even if the Inventory module (which includes the Inventory , Inventory, and Purchases workspaces) is not included in your license, you will be able to configure discounts.

If the Inventory module is not enabled, the system automatically applies the best discounts to an invoice when the document is being saved. If the Inventory module is enabled in your system, the system applies discounts to sales orders.

You can create discounts in the following two stages:

1. Designing discount codes by using the Discount codes (AR209000) window, where for each discount code you specify the type of the discount and the type of conditions for this discount application.
2. Creating discount series for each discount code by using the Discounts (AR209500) window. A discount series defines a particular discount percent, fixed amount, or quantity of a free item; the series also defines the particular conditions of application. For more information, see About discount series.

This topic describes the options available at the stage of designing the discount codes.

In Visma Net, you can create discounts of the following general types:

• Line-level discounts that apply to a document line: These discounts may be based on the line amount or quantity of the line, and they can be expressed as percentages or fixed amounts. Line-level discounts can be applied to the price of item or extended price of the item (line amount), depending on the option selected on the Price/discount settings tab of the Customer ledger preferences (AR101000)window.
• Group-level discounts that may 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, and 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 that apply to the document total: These discounts may be based on the document total, and they can be expressed as percentages or fixed amounts.

You can configure the discounts of all levels to be applied unconditionally or to be applied only if specific conditions are met.

In the Discount codes window, for each discount code, you can specify whether the discount is unconditional or is based on 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.

The document-level discounts can have the following types of conditions:

• Customer and branch
• Customer
• Customer price class
• Customer price class and branch

The line-level and group-level discounts can have the following types of conditions:

• Warehouse
• Warehouse and item
• Warehouse and customer
• Warehouse and item price class
• Warehouse and customer price class
• Item
• Item price class
• Customer
• Customer and item
• Customer price class
• Customer and item price class
• Customer price class and item
• Customer price class and item price class
• Branch
• Unconditional

Once you have defined the discount codes, when you create discount series in the Discounts (AR209500) window, you can specify particular conditions of the selected type. For instance, if a document-level discount is intended to promote a new branch to valuable customers, you can specify this branch and the particular customer class as conditions for this discount series. If you need to clean up a warehouse, you can create discounts that apply only to orders to be fulfilled from this particular warehouse.

The discounts with the Manual check box selected will not be applied automatically or selected as the best available when the user saves the document. Manual discounts can be configured, for example, for rebates or for coupons. You can apply a manual discount to a particular document by using the appropriate window, which can be one of the following windows:

• Customer invoices
• Cash sales
• Sales orders
• Sales invoices

The particular details and conditions of application for each discount code are defined by discount series, which you can create by using the Discounts (AR209500) window. For more information, see About discount series.

You can decide whether you want to use auto-numbering for the series associated with each discount code. If you do, the system will assign a series ID to each series automatically. By default, the discount code is used as a prefix for generating series IDs; alternatively, you can specify (in the Last number column) another string to be used as a prefix for auto-numbering.