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How do I create a compensation group schema?

Overview

A compensation group schema allows you to determine which products will be automatically combined into a compensation group in a sales order.

Steps

  1. Open “Compensation Group Schema” from the menu.
  2. Create a new compensation group schema.
  3. Give the schema a Name, e.g., “Compensation Group I”.
  4. Go to the record tab “Products” at the bottom of the page and click . An overlay window opens up.
  5. Select a Product, e.g., Group discount.

    Note: You can select any other product from the list in the product field, provided that it is not stocked and linked to the very same price list as in the sales order.
    Follow these instructions to configure such a “discount product”.

  6. Optional: Enter a Discount % right here which will then be applied automatically when creating the compensation group. However, you can also leave it at 0 and manually enter the discount amount later in the sales order.
  7. Click “Done” to close the overlay window and add the discount product to the list.
  8. metasfresh saves the progress automatically.

Next Steps

Example


Zur Quelldatei auf github.com