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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: This price list must be identical to the one used in the regarding sales order.

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

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

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