Quantity discount
The quantity discount is determined from the item quantity and the discount scale. When recalculation is activated, it automatically jumps to the highest level reached.
Quantity discount in the document
The field Quantity discount % shows the automatically determined additional discount for the item. It is read-only in the item list because the value is derived from master data and quantity.
Calculation
X-ERP checks the quantity levels of the appropriate discount group from E to A. The highest threshold that the current item quantity reaches provides the discount value.
In sales, the right combination of customer discount group and item group is sufficient. In purchasing, the purchase price list of the supplier and item must also be assigned to the discount group.
Quantity change
The document type (see Administration > Master data initialization > Doc list) can determine whether the quantity discount recalculated if the quantity changes will. If the recalculation is active, the position jumps to the appropriate level when a threshold is exceeded or fallen below. If it is switched off, the previous value remains.
Example
Level A applies at 2% for orders of 10 or more, and 4% for orders of 25 or more. A position with 24 shares receives 2%. Change it to 25 pieces and the recalculation is active, X-ERP shows 4%.
If the value is not correct
Check in this order:
- Item quantity.
- item group of the item.
- Discount group of the customer or supplier.
- Quantity levels and percentage values of the matrix.
- In purchasing: Assign discount group in the purchase price list.
- Setting the document type for recalculation.
Check before sharing
- The level shown matches the quantity.
- A change in quantity over a threshold was tested.
- The discount, together with the item and document discounts, is economically plausible.
- Transferred or archived documents were not unintentionally changed.
Note
The quantity discount is not an input field, but a diagnostic window in your condition logic.
Related topics
- 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 › Document › Document discount
- For specialist users – Use individual modules safely and efficiently › Master data › Price management › Items › Procurement › Purchasing
Frequently asked questions
Why can't I change the quantity discount directly?
It is calculated from the quantity and discount scale. Correct the underlying data.
What level applies?
The highest active quantity level reached. X-ERP checks from E to A.
Why does the value stay the same after a quantity change?
Check the “Quantity Discount Recalculation” setting of the document type.
What is often missing when shopping?
The activated discount group assignment in the purchase price list of the supplier and item.