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How do I set up the automatic compensation grouping for product categories?


Compensation groups are order lines combined into groups that can receive joint discounts or surcharges. These compensation groups can be created manually, as described with the order line group discounts, or automatically, if preconfigured accordingly.

The configuration of the automatic compensation groups is described below:


  1. Create a discount product for the compensation grouping and add it to a price list.

    Note: The discount product must not be stocked and the price list must be identical to the one used in the sales order concerned.

  2. Create a compensation group schema with the discount product.
  3. Link the compensation group schema to a product category or set a parent product category which is linked to a compensation group schema.

    Note: Products from the same product category are combined into a compensation group with the same schema during the automatic group discounting process.

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