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How do I create a compensation group scheme?


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


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

    Note: You can select any product from the list in the product field.

  6. Optionally, you can enter a Discount % right here which will then be applied directly 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 window and add the discount product to the list.
  8. metasfresh saves the progress automatically.

Next Steps


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