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How do I give discounts on manually created compensation groups (order line group discounts)?

Overview

Order line group discounts can be applied to both single as well as multiple order lines (compensation groups). They also allow for successive discounting where the previous discount is always included in the calculation. Moreover, you can give several discounts on various compensation groups in one order.

Steps

  1. Follow these instructions for creating a sales order up to step 4 of the order line input.
  2. Select the order lines you want to combine into a group.
  3. Start the action “Group Lines”. An overlay window opens up.
  4. Select a Product, e.g., 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”.

  5. Select a Group.
    Alternatively, you can also enter a Group name of your choice.
  6. Click “Start” to close the overlay window and create the group. A new order line with the Compensation Type Discount will be added to the list.
  7. Move the horizontal scrollbar of the order line table to the right until you reach the column Compensation percentage.
  8. Double-click the field Compensation percentage of the discount line and enter a percentage there.
  9. Hit ↵ Enter to apply.
  10. Follow the remaining steps for creating a sales order to complete the order.

Successive Discounting

If you want to give further discounts on a group discount that always consider the previously calculated discount total, simply proceed as follows:

  1. Select an order line from the compensation group in question.
  2. Start the action “Add group compensation line”. An overlay window opens up.
  3. Select a Product, e.g., 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”.

  4. Click “Start” to close the overlay window and add another group discount line to the list.
  5. Double-click the field Compensation percentage of this discount line and enter a percentage there.
  6. Hit ↵ Enter to apply.

Delete Compensation Group

If you want to delete a compensation group and revoke the discount, simply delete the respective discount line.

Example


Zur Quelldatei auf github.com