Check the maximum discount and minimum margin

Per article group, you specify the percentage for the maximum discount and the minimum margin you want to realise for the article group. You use the setting in the entry layout to check if these percentages are realised when the quotation and/or order is added.

To set up an article group with a maximum discount and/or minimum margin:

  1. Go to: Order Management / Item / Grouping / Article group.
  2. Open the properties of the article group.
  3. Go to the tab: Margins.
  4. In Maximum % discount, enter the maximum discount percentage for the articles in this article group that is allowed to be granted when the quotation or order is added.
  5. In Minimum margin (%), enter the minimum margin percentage that you want to achieve for articles in this article group.
  6. In Maximum % promotional discount and Minimum % margin for action, enter the same data, but now as applicable to promotions.
  7. Click on: OK.
  8. Repeat this procedure for each article group.

Directly to

  1. Check the maximum discount and minimum margin
  2. Set up the maximum discount and minimum margin in an article group
  3. Set up the maximum discount and minimum margin in the entry layout
  4. Maximum discount and minimum margin check when entering a sales order