Discount Categories
Discount Categories let you set automatic percentage-based discounts for groups of products or accounts, so the right price is applied every time without manual intervention.
Why Use Discount Categories?
A clear pricing hierarchy
When multiple pricing rules exist, the system applies them in a logical, predictable order:
Customer special price - tailored pricing for a specific account
Price category pricing - pricing based on predefined product categories
Discount category - percentage-based discounts for groups
List price - the default fallback
This prevents conflicts and ensures the most specific, relevant price is always applied first.
Targeted discounts by group
Group accounts by industry or type, such as decorators or painters, and apply percentage discounts to the whole group at once. This is ideal for industry-specific pricing strategies or loyalty-based discounts.
Flexible discount management
Manage volume rates, special prices, and percentage discounts all in one place, reducing manual work and keeping your pricing consistent across the board.
How to Set Up Discount Categories
Navigate to System Setup > Discount Categories > Add Discount Category.
Fill in the required information. At least one of the following must be selected before saving:
Products
Product Groups
Accounts
Account Groups
How Discount Categories Appear on an Order
Adding via Quick Pick
The product is added as normal, with a new column showing the discount applied from the matching Discount Category.
Adding via Add Order Item
The discount is pre-applied, but you have the option to adjust it before adding the item to the Order.
Rules and Behavior
Discount Lookup Hierarchy
When an item is added to an Order, the system checks for an applicable discount in the following order, stopping as soon as a match is found:
Account / Product
Account / Product Group
Account Group / Product
Account Group / Product Group
Product only
Product Group only
Once a match is found, the discount for the specific quantity is applied along with the rounding rule defined in that Discount Category.
Rounding Rules
Each Discount Category can define one of the following rounding rules:
Rounding Rule | Example (10.75) | Result |
Round to Full Amount | 10.75 to 11.00 | 11.00 |
Round Down | 10.75 to 10.70 | 10.70 |
Round Up | 10.75 to 10.80 | 10.80 |
No Rounding | 10.75 to 10.75 | 10.75 |
Date Changes After Delivery
If Order Item dates change after delivery, the discount is not recalculated. Discounts are locked in based on the applicable date at the time the item was originally entered.
When Are Discounts Applied Automatically?
Scenario | Auto Apply? |
Sales item initially entered | Yes |
Quantity changed with status set to "To Pick" | Yes |
Sales item is split | No |
Quantity changed on a split item | No - manual price update required |
Summary
Discount Categories give you a structured, automatic way to apply the right price to the right customer every time. Once set up, the pricing hierarchy takes care of the logic for you, reducing manual adjustments and keeping your pricing consistent across every Order.
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