Discount groups

Discount groups: Define conditions once, apply consistently

Discount groups (see Purchasing/Sales > Settings) translate an agreement like “Retailers receive 12% on product group A” into a reusable rule. The partner carries the discount group, the item carries the item group - the discount group entry connects the two.

Construction

• Discount group name: Clear designation that identifies the target group or contract.
• item group: Determines which items the condition applies to.
• Discount: Basic discount for this combination.
• Quantity scales A–E: Ordered quantity thresholds.
• Quantity discounts A-E: Percentage values that apply from the respective threshold.

Each combination of discount group and item group may only occur once. This means that pricing remains clear.

Distinguish between sales and purchasing

In sales, the combination of the discount group of the customer details and the item group takes effect directly. There is also a counter in the purchasing department Assign discount group required in the supplier-related purchase price list. Without this assignment, the individual discount maintained there remains relevant.

Safe construction

1. Name discount groups according to a technical rule, not after individual people.
2. Arrange in the Customer details or supplier details exactly the intended group.
3. Create an entry for each item group required.
4. Maintain basic discounts and quantity scales in a comprehensible order.
5. In purchasing, only activate the entries that should be controlled centrally.
6. Test an item below, exactly at and above each quantity level.

Check before sharing

• The name and technical scope are understandable.
• Partner and item groups are correctly assigned.
• There is no gap for important item groups.
• Quantity levels increase from A to E.
• Discounts remain within the released conditions.
• Sales and purchase receipt show the same intended rule.

Effect

A good discount group doesn't just save entries. It prevents the same agreement from being interpreted a hundred times differently in a hundred price lists.

In this chapter

• Discount
• Quantity discount

Related topics

1. For specialist users – Use individual modules safely and efficiently › Master data › Price management › items › Discount groups › Discount
2. For specialist users – Use individual modules safely and efficiently › Master data › Price management › items › Discount groups › Quantity discounts
3. For specialist users – Use individual modules safely and efficiently › Master data › Price management › Items › Procurement › Purchasing
4. For specialist users – Use individual modules safely and efficiently › Master data › Partners › Customers

Frequently asked questions