Debtors Group Discount Matrix Setup
To setup a discount structure for specific debtors by product brand, you can use the Debtor discount Matrix.
This can be setup per specific product group or various product groups that make up a product Brand
Example:
The brand may be: Matrix
And Matrix may then have various groups such as: Perms, Color Sync, Haircare
You can setup the discount Matrix on either on group level or on the entire brand
To set this up:
1. Setup the various discount structures
2. Apply the discount Matrix to the Debtor
Setting up the Discount structure:
Go to Debtors Module > Configuration> Debtors Group Matrix Discount
Click Add
1. Enter a code and description for the discount Matrix
2. Click Save
3. Click Add on the same screen
Note: the description of the discount matrix is not necessarily the product brand. It is ideally the debtor name. so if you need to edit the discounts at a later date, it is easy to identify the specific matrix you wish to edit.
Select the required Group code
Enter the discount percentage
Click Save and New
Select the next Group Code and the required percentage discount
Click Save and New
Continue until all the discounts have been added for that specific brand Groups
Note: you do not have to select the groups that do not have a discount. The system will apply the default prices for these products.
Click Save and Close
You should now have all the product groups you added a discount for listed in the grid with the respective discount percentage.
If you have an instance where multiple customers receive the same discount structure, you need only setup the matrix once and apply the same discount matrix to the various customer. You may wish to rename the matric description though: Eg. VIP clients instead of a specific customer name.
Click Add to add another matrix which will be for a different customer at different discount percentages, or different product groups
Click Save at the bottom of the screen
Then click Add on the same screen
Select the Required Group codes and enter the respective discount percentage
Continue in a similar manner you did above until all the required group codes have been entered with the discount.
Click save and Close
Applying the Matrix to the debtor
Go to Debtors Module > Configuration> Debtor setup
Search for the required debtor
Double click the line on the grid to edit the debtor setup
Click the Accounts Tab
Select the require discount Matrix from the drop down
Click Save and Close
Search any other debtor you wishto apply the discount Matrix to and apply in the same manner.
This will conclude the discount Matrix setup.
Any new invoice done for these clients will now automatically pull through the respective discounts for the product groups added on the matrix.
After the setup is compete, request the sales consultants to sync the Webatar Mobile app so that the discounts are available on the APP. This way, when they do order for these clients, the discounts will also pull through automatically.
Note: for the discount matrix to pull through from order done by the sales consultants on the APP, they will have to press the “Discount “ Button on their devices before syncing the orders to the main system.
