In order to determine a price for a product, agrē completes three general processes:

applying any applicable limited-time sales

getting the product’s price

applying any applicable discounts.
Discount groups are included within this process.

You can add Discount Groups that offer customers discounts for product types (e.g., chemicals), individual products (e.g, Achieve), or both. Discounts can be positive or negative (surcharge), and they stop when $0 is reached. Products can be individually excluded from Product Type discounts.

Once you set up your Discount Groups, you then assign customers to the groups so that they receive the discounts.

When a customer in a Discount Groups purchases products included in a discount, the discount is automatically applied, reducing the overall selling price of the product. If a customer purchases a discounted product that is also included in a limited-time sale, (and the sale is set up to allow discounts on top of sale prices), the discount may further reduce the overall selling price of the product.

If you specify discounts for both product types and individual products within that product type, the product discount will over ride the product type discount. For example, Achieve has a discount as an individual product, and the Chemical product type also has a discount. In such cases, the Achieve discount overrides the Chemicl (product type) discount.

If you have specified a prepaid price level, and flag the product sale as prepaid, the prepaid price will override the discounted price.

Use the Manage Discount Groups window to add, edit, use or not use, and remove discount groups.

What you'll find:

Business Rules for Customers in Multiple Discount Groups

A customer that exists in multiple discount group could be eligible for multiple discounts, but only one discount will apply.

When more than one discount group applies during the price calculation these are the rules of which discount group applies:

Product specific discounts override product type discounts

highest Percentage discount first, then highest Dollar discount

Product Type discounts

highest Percentage discount first

Adding Discount Groups

Use the Manage Discount Groups window to create an active discount group. Once created, you can add and remove customers to and from the discount group.

What you'll find in Adding Discount Groups:

Adding Customers to Discount Groups

Removing Customers from Discount Groups

To add a discount group

Navigate to Accounts Receivable > Manage > Discount Groups.
The Manage Discount Groups window opens.

In the Description column, enter a unique description for the discount group (e.g., Loyalty Card, Family & Friends).

Ensure the Active check box is selected.
In Use is selected by default after the description has been entered.

Click Manage Discounts.
A message appears indicating that the discount group must be saved.

Click Yes.
The Add Discounts To Discount Group window opens.

Under Product Types, in the Product Types column, select a product type that you want to be discounted.
Any products of this product type (as specified in your inventory) receive the discount when sold to customers within this discount group.

In the Percent Discount box, enter a discount percentage for the product.
- or-
In the $ Discount box, enter the number of dollars to deduct from the usual selling price of the product.
Use a positive number for a discount and a negative number for a surcharge.

Using a Product Type $ Discount may result in unintended pricing as the discount will apply to all Unit Types.

Under Products, click Add Product.
The Add Product Discount Row window opens.

In the Product box, enter the product you want to add to the discount group.

In the Units box, optionally change the unit of measurement for the product.
The default unit, which is either the main units or the preferred units for the product, (set up in Manage Products) is selected by default.

In the Percent Discount box, enter a discount percentage for the product.
- or-
In the $ Discount box, enter the number of dollars to deduct from the usual selling price of the product.
Use a positive number for a discount and a negative number for a surcharge.

Click Update.
The Add Product Discount Row window closes and the product and its discount appears in the Products list.

Click Save.
The Add Discounts To Discount Group window closes and the Manage Discount Groups window appears.

Click Save.

Adding Customers to Discount Groups

Use the Add Customers To Discount Group window to add customers to specific discount groups.

After creating discount groups and adding product and product type discounts, you can add customers to the groups in order for the discounts to apply to invoices. Customers can only belong to one discount group.

To add a customer to a discount group

Navigate to Accounts Receivable > Manage > Discount Groups.
The Manage Discount Groups window opens.

In the Description column, select the discount group to add a customer to and then click Add/Remove Customers.
The Add Customers To Discount Group window opens.

Under Find Customers Using, find customers by using the various search criteria.

Click Retrieve Customers.
Under Customers To Add, the search results are shown. If no results are found, the list is blank and the message “No Customers found” appears under Customers To Add.

In the Add To Group column, check the boxes of the customers you want to add to the discount group.

Click Save.
The Add Customers To Discount Group window closes and the selected customers are added to the discount group.

Removing Customers from Discount Groups

Use the Add Customers To Discount Group window to remove customers from specific discount groups.

To remove a customer from a discount group

Navigate to Accounts Receivable > Manage > Discount Groups.
The Manage Discount Groups window opens.

In the Description column, select the discount group to remove a customer from and then click Add/Remove Customers.
The Add Customers To Discount Group window opens.

Under Customers In Discount Group, in the Keep In Group column, clear the Keep In Group check boxes of the customers you want to remove from the discount group.

Click Save.
The Add Customers To Discount Group window closes and the selected customers are removed from the discount group.

Editing Discount Groups

Use the Manage Discount Groups window to edit any of your existing discount groups at any time by changing their descriptions and product and product type discounts. You can also set the discount group to be in use or not in use.

To edit a discount group

Navigate to Accounts Receivable > Manage > Discount Groups.
The Manage Discount Groups window opens.

In the Description column, change the description of the discount group.

In the Description column, select the discount group with product and product type discounts to edit and then click Manage Discounts.
The Add Discounts To Discount Group window opens.

Edit the data, and add products types and/or product discounts to the discount group, as needed.

To edit items under Product Types, select the product type to edit and then select a new product type from the list.

To edit items under Products, select the product to edit and then click Edit Product.

When you are finished making changes, click Save.
The Add Discounts To Discount Group window closes and the Manage Discount Groups window appears.

Click Save.

Activate/Deactivate Discount Groups

Use the Manage Discount Groups window to set discount groups to in use or to not in use. When you add discount groups, they are automatically set to be in use, but you can also set a discount group that is not in use to in use.

When a discount group is not in use, you can still reference it in the database and view it in lists, but the group discount will not be offered to customers.

To deactivate  a discount group

Navigate to Accounts Receivable > Manage > Discount Groups.
The Manage Discount Groups window opens.

In the Active column, clear the check box of the discount group you want to set to not in use.

Click Save.

To activate a discount group

Navigate to Accounts Receivable > Manage > Discount Groups.
The Manage Discount Groups window opens.

In the Active column, check the Active check box of the discount group you want to activate.

Click Save.

Removing Discount Groups

Use the Manage Discount Groups window to remove discount groups from the database. You cannot remove discount groups that have been used or are in use on invoices but if you not longer want to use it you can deactivate it instead.

To remove a discount group

Navigate to Accounts Receivable > Manage > Discount Groups.
The Manage Discount Groups window opens.

In the Description column, select the discount group to remove.

Click Remove Discount Group.

Click Yes to confirm the removal.
The discount group is removed.

Click Save.