Discount
The basic discount of a discount group applies to each item group. It is determined directly in sales; In purchasing, it can be transferred centrally into assigned price lists.
Discount: a central rule with a wide reach
The Discount group (see Purchasing / Sales > Settings) answers the question: What percentage discount applies to this partner group for items in this item group? X-ERP saves it in the discount matrix and adopts it as an item discount.
Fields
- Discount group: Group of the customer or supplier.
- item group: Product group to which the discount applies.
- Discount: Percentage value for exactly this combination.
Effect in sales
When inserting an item, X-ERP determines the item group and discount group of the customer detail. The appropriate basic discount is adopted as the discount of the document item and remains visible and changeable there - as long as the document can be edited.
Effect in purchasing
A supplier item entry can be individually discounted or assigned to the discount group. If the allocation is active, the direct discount is blocked and is controlled centrally.
The action Assign discount enters the new discount in all assigned purchase price lists of the affected discount group and item group. X-ERP expressly points out that existing values will be overwritten and the process may take time.
Example
Discount group “Dealers”, item group “Spare parts”, discount 12%. A dealer with this group receives a 12% item discount when inserting a spare part item. In purchasing, only those supplier item entries for which discount group assignment is activated receive this value.
Check before sharing
- Discount group and item group are selected correctly.
- The percentage value is contractually or internally approved.
- Before a mass change is made, the number of affected purchase prices is known.
- Individual supplier conditions are not accidentally assigned centrally.
- A new test receipt shows the discount; Existing evidence was deliberately not used as the sole test.
Change central discounts like a tariff: planned, documented and with controlled sampling.
Related topics
- For specialist users – Use individual modules safely and efficiently › Master data › Price management › items › Discount groups
- For specialist users – Use individual modules safely and efficiently › Master data › Price management › items › Discount groups › Quantity discounts
- For specialist users – Use individual modules safely and efficiently › Master data › Price management › Document › Discount
- For specialist users – Use individual modules safely and efficiently › Master data › Price management › Items › Procurement › Purchasing
Frequently asked questions
Where does the position discount in sales come from?
From the combination of the discount group in the customer detail and the item group of the item.
What does “Assign Discount” override?
The action updates discount values in all purchase price lists assigned to the affected discount group.
Can I keep an individual supplier discount?
Yes. Leave “Assign Discount Group” turned off for this supplier item entry and maintain the direct discount.