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Set up volume discounts and prices (sales)

Before you can use volume prices and discounts you must first activate the Bulk prices and discounts functionality.

Note:

You can no longer disable this functionality!

Ideally you should activate the new functionality at the end of the working day, or over the weekend. This is because during the activation process, a conversion will always occur, and during this conversion your employees cannot work in Profit. It is recommended that you first test a new activation in a test environment, before you implement it in the live environment.

To activate the functionality:

  1. Go to: General / Environment / Management / Properties.
  2. Go to the tab: Activation.
  3. Select the check box of the functionality that you want to activate.

    Profit warns you that after activating the functionality the environment needs to be converted.

  4. Click on: Yes to activate the function.
  5. Click on: OK.

    Profit warns you that no other users can be logged on.

  6. Click on Yes in the message.

Directly to

  1. Configure prices/discounts
  2. Check the maximum discount and minimum margin
  3. Configure prices/discounts for a sales contact
  4. Set up price/discount rounding
  5. Add a discount and price per sales contact
  6. Activate volume discount/price (sales)
  7. Price at current rate

Process

Price/Discount

Work area

sales