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.

2.

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.

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Enter

Debtor/Customer aGroup code and description for the discount Matrix

Setup

2.      1Click Save

3.      Click Add on the same screen

Note: theThe description of the discount matrix is not necessarily the product brand. It is ideally the debtordebtor/ customer name.  so if you need to edit the discounts at a later date,stage, it is easy to identify the specific matrix you wish to edit.

Code	Enter a code for discount matrix
Description	Enter description for the discount matrix
Active	Put the tick to activate the discount matrix

 

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Item Group Setup

Group Code	Select the required Group code
Discount Percentage	Enter the discount percentage

If

Clickadding Savemultiple anditem New

group:

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: youYou do not have to select the groups that do not have a discount. The system will apply the default prices for these products.

ClickBy Savethe andtime Close

you

Youare done, 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

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save and Close

 

Applying the Matrix to the debtor

Go to Debtors Module > Configuration> Debtor setup

Search for the required debtor

Double Double-click the line on the grid to edit the debtor setup

Click the Accounts Tab

Select the requirerequired 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 thesethe clientsdebtor/ customer where you added a discount matrix for, will now automatically pull through the respective discounts for the product groups added on the matrix.

After the setup is compete,complete, 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.

 FNote: foror 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.