Debtors Group Discount Matrix Setup
You can use the Debtor Discount Matrix to set up a discount structure for specific debtors by product brand
This can be setup per a specific product group or various product groups that make up a product Brand
Example:
The brand may be: Matrixs
And Matrix may then have various groups such as Perms, Color Sync, Haircare
You can setup the discount Matrix either on the group level or the entire brand
To set this up:
- Setup the various discount structures
- Apply the discount Matrix to the Debtor
Setting up the Discount structure:
Go to Debtors Module > Configuration> Debtors Group Matrix Discount
Debtor/Customer Group Setup
The description of the discount matrix is not necessarily the product brand. It is ideally the debtor/ customer name. so if you need to edit the discounts at a later stage, it is easy to identify the specific matrix you wish to edit.
| Code | Enter a code for the discount matrix |
| Description | Enter a description for the discount matrix |
| Active | Put the tick to activate the discount matrix |
Item Group Setup
| Group Code | Select the required Group code |
| Discount Percentage | Enter the discount percentage |
| Lock Pricing Override | This will enforce the discount matrix on the line even though the stock item is locked for pricing |
Lock pricing override
This will override the Lock Pricing set against the item and apply the group discount to the item.
Multiple item groups
If adding multiple item group: Select the next Group Code and the required percentage discount
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.
By the time you are 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
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.
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 required discount Matrix from the drop down
This will conclude the discount Matrix setup.
Any new invoice done for the debtor/ 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 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.
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.
