Introduction
Discount groups in ProdSys are a powerful tool for managing discounts applied to articles, which can then be associated with specific customers. By setting up discount groups, businesses can streamline their pricing strategy, ensuring that customers receive the correct discount based on the group they belong to. This article will explain how to set up and manage discount groups in ProdSys, and how they can be connected to customers and updated from the article form.
Purpose of Discount Groups
The main purpose of discount groups is to group together articles that share a common discount rate, allowing businesses to manage discounts efficiently. These discount groups can then be linked to customers, ensuring that the appropriate discount is applied automatically to their orders. This simplifies pricing and ensures consistency across multiple transactions.
How to Access the Discount Groups Page
Login: Begin by logging into your ProdSys account using your credentials.
Navigate to Discount Groups: From the main menu, go to
System > Settings > Discount Codes. This will display the available discount groups in the system.
Link to Discount codes
Key Features of the Discount Groups Page
Discount Code: This column lists the different discount groups, such as
"Discount group 1," "Discount group 2," and "Discount group 3."Create or Edit Groups: You can add new discount groups or modify existing ones using the "+" button or the edit options next to each group.
How to Set Up and Manage Discount Groups
Create a New Discount Group:
Click on the "+" Button: Located at the top-left of the page, this button allows you to create a new discount group.
Enter Group Details: Provide a name for the discount group, such as "Discount Group A" or "VIP Customers."
Assign Discounts to Articles:
Open the Article Form: From the article form, you can assign discount groups to specific articles.
Select the appropriate Discount Group for the article from the dropdown menu and edit the discount percentage.
Cascade update: Filter the selection of Article to update. Go to the Action Menu Select Discount editing. Select Discount Group, edit the percent discount.
Press Update.
Connect Discount Groups to Customers:
Go to the Customer Form and select the discount group you want to associate with that customer. This ensures that any article belonging to the assigned discount group will have the correct discount applied when the customer places an order.
Best Practices for Managing Discount Groups
Organize Discount Groups Logically: Group articles that share similar discount rates into the same discount group for easy management.
Ensure Proper Customer Connections: Regularly review and update customer associations with discount groups to ensure the correct discounts are applied to their orders.
Review and Adjust Discounts: Periodically review the discount rates and groupings to ensure they remain aligned with your pricing strategy.
Conclusion
Discount groups in ProdSys offer a streamlined way to manage discounts for articles and apply them to customers automatically. By setting up and maintaining discount groups, businesses can ensure consistent and accurate pricing for their customers. Be sure to regularly review and update discount groups and customer associations to keep your pricing strategy effective and up to date.