Assigning discounts to items

Pre-requisites: Define discounts in Merchandising | Discounts.

There are two ways to assign discounts to items. You can:

  • Open each item individually and assign the discount on the Discounts tab; or

  • Use the Inventory Wizard to assign discounts to multiple items at the same time.

Assigning discounts to individual items

1. Click Merchandising.
2. Click Items.
3. Double-click the item to open it.
4. Click the Discounts tab.
5. Select one of the following:

  • There is no discount scheme for this item: Select this option if no discount scheme applies to this item, or to stop using a discount scheme for the item.

  • Use a Mix and Match discount scheme: From the Discount scheme drop-down, select the appropriate discount scheme for this item.

  • Use a Buy X and get Y for Z discount scheme: From the Discount scheme drop-down, select the appropriate discount scheme for this item.

  • Use a quantity discount pricing table: In the Pricing table, enter the Quantity, Price, and price levels as appropriate.

6. Click Save And Close.

Assigning discounts to multiple items using the Inventory Wizard

1. Click Wizards.
2. Click Inventory Wizard.
3. Click Next.
4. From the Tasks drop-down, select Task 5020: Set Item Discount.
5. Click Next.
6. Select one of the following:

  • Use items in these departments

  • Use items in these categories

  • Use items in these suppliers

  • Item filter

7. If you selected departments, categories, or suppliers, do one of the following:

  • Select specific departments, categories, or suppliers

  • Click All to select all departments, categories, or suppliers

8. If you selected Item filter:
a. Click Filter.
b. Use the Filter dialog options to identify items.
c. Click OK.
9. Click Next.

The selected items are listed.

10. (Optional) Use the Add and Delete buttons to add or remove items from the list.
11. Do one of the following:

  • Click the New Quantity Discount drop-down next to an item and select the discount you want to apply to the item.

  • Click the New Quantity Discount drop-down next to an item and click Copy to All to apply the same discount to all items in the list.

12. Click Commit.

A message displays asking if you want to commit the changes to the database.

13. Click Yes.

A message displays how many records were changed in the database.

14. Click OK.