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Configure discounts and verify their combined result

Procedure​

  1. Open CRM and marketing > Discounts (markups). Create a percentage or amount discount with an explicit value and application method.
  2. In the discount-condition settings, choose the condition template and enter its parameters. In the applicability settings, select the actual items/list/segment; review all conditions.
  3. Set the recipient, active dates and assignment to the intended sales terms, warehouse or loyalty-card type.
  4. Place the discount in the intended group and set the combination rule and priority. Check whether it applies per line or per document.
  5. In a controlled sale, use the discount-calculation action in the document’s pricing menu. Apply any manual-assignment discount explicitly.
  6. Inspect the applied-discount report and the current-line discount details. Compare the base, discount and final value on numbers, then verify a nonqualifying item/customer receives no discount.

See also: Create manual and rule-based customer or item segments, Issue loyalty cards and reconcile bonus-point use.