Discounts are assigned to many different areas. This explains the hierarchy used when Lentune applies discounts to a Quote, Sales order or Quick search.
Introduction
There are several levels where discount percentages can be setup. You can set discount percentages on Stock items, Discount Groups, Receivable contracts and Receivable accounts.
When you are creating a Quote or Sales order or a Quick search, this shows some examples of how Lentune determines which discount levels to use.
You can read more details about Discounts in these articles: Receivable contracts, and Receivable Discount groups.
Priority of applying Discounts categories
You can read about Lentune's rules for selecting which discount to use.
The two options for the Receivable Contract Method that can be selected to determine the priority of discounts to be used are:
- Receivable Contract or Best, or:
- Stock Contract or Best.
Receivable Account Or Best
Stock Or Best
A Receivable contract on an individual Stock item will always beat a Receivable contract on Stock Group or Discount Group.
Examples
Example 1: Receivable Contract discount beats the Receivable Account discount.
If there is a Receivable contract discount, that is used first in preference to the Receivable Account discount.
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- Receivable Contract has a discount of 5%, and
- Receivable Account has a discount of 10%, then
- the Receivable Contract discount of 5% is applied.
Example 2: Discount Group discount beats the Receivable Contract discount
If there is a Discount Group, that is used in preference to the Receivable Contract discount.
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- Receivable Contract has a discount of 10%, and
- Discount Group has a discount of 5%, then
- the Discount Group of 5% is applied.
Example 3: No Receivable Contract discount and no Discount Group.
If there is no Receivable Contract discount for the item, then the Receivable Account discount is used.
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- Receivable Contract discount does not exist, and
- Discount Group discount does not exist, then
- the Receivable Account discount is applied.
Example 4: No Receivable Contract discount.
If there is no Receivable Contract discount, and there is a Discount Group discount, the Discount Group discount will be used.
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Receivable Contract discount does not exist, and
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Discount Group discount is 5%, then
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the Discount Group discount of 5% is applied.
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