Why would I use this?
Clear Pricing Hierarchy
The system now applies pricing in a logical, predictable order:
Customer special price – tailored pricing for specific customers.
Price category pricing – pricing based on predefined product categories.
Discount category % discounts – percentage-based discounts for groups.
This helps avoid conflicts and confusion when multiple pricing rules exist.
Targeted Discounts by Group
You can now group accounts (e.g. decorators, painters) and apply percentage discounts to those groups.
This is perfect for industry-specific pricing strategies or loyalty-based discounts.
Flexible Discount Management
Manage volume rates, special prices, and percentage discounts all in one place.
This reduces manual work and ensures consistency across your pricing strategy.
How to set this up
To set up Discount Categories, go to:
System Setup
Discount Categories
Add Discount Categories
Once you are on this page, you will be prompted with the following:
Here you will fill in the required information, but please note that one of the following must be chosen:
Products
Product Groups
Accounts
Account Groups
How would it look within an Order
You will add your product using either the Quick Picker or Add Order Item .
Adding it through the Quick Pick will add your product as usual however there is a new column with the discount from the discount category if you have applied this to that product.
If you are adding this by Add Order Item this will then give you the option within the page to adjust that items discount again before adding it to the order however it comes pre applied with the discount.
Rules of the Discount Category
1. Special Pricing Hierarchy (Prevents Double Discounting)
To avoid applying multiple discounts, the system uses the following pricing hierarchy:
Special Price for Account → Apply this first.
Special Price Category → If no account-specific price.
Discount Category → If no special price.
List Price → Default fallback.
This ensures that the most specific and relevant pricing is applied without duplication.
2. Discount Lookup Hierarchy
When a sales item is added, checks for applicable discounts in the following order:
Account/Product Discount Category
Account/Product Group Discount Category
Account Group/Product Discount Category
Account Group/Product Group Discount Category
Product Discount Category
Product Group Discount Category
Note: Product group is determined from the product itself, not from the full hierarchy.
Once a matching discount category is found:
Apply the discount for the specific quantity.
Apply the rounding rule defined in the discount category.
3. Rounding Rules
Each discount category may define one of the following rounding rules:
Rounding Rule | Example (10.75) | Result |
Round to Full Amount | 10.75 → 11.00 | 11.00 |
Round Down | 10.75 → 10.70 | 10.70 |
Round Up | 10.75 → 10.80 | 10.80 |
No Rounding | 10.75 → 10.75 | 10.75 |
4. Order Item Date Changes
If order item dates change after delivery, the discount should not be recalculated.
Discounts are locked in based on the original applicable date at the time of entry.
5. Automatic Discount Application Rules
Discounts are applied automatically only under specific conditions:
Scenario | Auto Apply? |
Sales item initially entered | ✅ Yes |
Quantity changed (status = "To pick") | ✅ Yes |
Sales item is split | ❌ No |
Quantity changed on a split item | ❌ No (manual price update required) |