Discount level structure (purchase)

Based on the level at which you record a discount, Profit determines the discount to apply when you add a (basic) order, goods receipt or invoice.

You see the structure used for determining the correct discount in the following diagram:

Note:

For the discount level structure, the following underlying sequence also still applies within the above structure:

1. Item
2. Article group
3. Price group

This means that a discount on an article group always takes precedence over a discount on a price group if these are recorded at the same level. A discount for an item always takes precedence over a discount on an article group if these are recorded at the same level.

Promotional discount and Purchase contact discount

You can add both promotional discounts and ordinary discounts in the purchase contact properties.

Promotional discounts are discounts that are valid for a particular period. You therefore add these promotional discounts with a start date and an end date. The Promotional discount for a purchase contact is added at the highest level. This means that if there is a valid Promotional discount present for a purchase contact then it is used.

The 'normal' discounts that you add for a purchase contact are discounts that you have agreed with the purchase contact. The discount for the purchase contact applies at the second level. If the purchase contact does not have a valid Promotional discount then the valid 'normal' Discount is used.

Discount group promotional discount

You can add both promotional discounts and discounts to a discount group. These discounts only apply for purchase contacts that are linked to the discount group.

Promotional discounts are discounts that you add for a particular period and thus they have a start date and an end date. Profit adds the promotional discount in the discount group at the third level. If no valid discounts are present at a higher level then the promotional discount in the discount group applies.

Profit adds the normal discount in the discount group at the fifth level. If no valid promotional discount in a discount group or promotional discounts are present at a higher level then Profit uses the valid discount from the discount group.

Promotional discount

A promotional discount is a general promotional discount. You do not add these promotional discounts to a specific purchase contact or group of purchase contacts (discount group) but they are valid for all purchase contacts. Profit adds the Promotional discount at the fourth level. If no valid discounts are present at a higher level then Profit uses the valid Promotional discount.

Basic discount

You add the basic discount as the basic discount for your items, article groups and price groups. If no valid discounts are present at a higher level then Profit uses the Basic discount. If no basic discount is added then no discount is used. In this case, you can enter a discount yourself when adding a (basic) order, goods receipt or invoice.

Combination of prices and discounts

Firstly, the valid price is retrieved in accordance with the above diagram. Next, Profit checks to see if a discount is allowed for the price used. If a discount is allowed, Profit retrieves the valid discount in accordance with the above diagram. If a discount is not allowed for the price used then no discount will be retrieved even if a discount is present.