How to add product specific discounts to specific customers | ParagonERP

How to add product specific discounts to specific customers

Dealing with any large or major account can be challenging and dealing with their myriad of discounts and rebates can make it even harder.  Paragon helps out by giving you the ability to setup automatic discounts for specific customers and/or for specific products. This article explains how to create these discounts and how to apply them based on the amount of goods purchased.

Please note that this workflow requires rules setup - please contact Jonar support (support@jonar.com) for details.

Note: These discount can be applied at any step of your process, e.g. when creating any transaction such as quotes, orders, invoices, etc.

Step 1: Create the necessary attributes

Depending on what kind of discount you wish to add do your customer, you might have to add new attributes to your system to account for all possible discounts. Two different kinds of discounts exist:

  1. Discounts in %
  2. Discounts in $

For type 1

Create a new (or verify an existing) percentage discount

For type 2

Create a new (or verify an existing) dollar discount

You can also link either of those discount types to a quantity identifier so that your discount is only applied if the quantity requirements are met.

Create a new attribute Quantity for volume discount to indicate this minimum volume.

Create a new attribute Quantity for volume discount to indicate this minimum volume.

Please keep in mind that these are examples of possible discounts. You can name your discounts however you wish.

Step 2: Add the discount type to your module

In this example, we are going to apply the discount to the order module. However, you can apply this discount on any other transaction type, depending on your process.

Go to the settings page by hitting the settings button, then select screen setup.



Select your module from the list on the left, and hit the edit button.


Click on edit line discounts.


To add a new discount type, hit the add a discount button.


 



When finished, hit the accept button.


 

Step 3: Add a new association

Navigate to the customer module.


Select your customer in the list. In the associated tab, hit the edit button.


Hit the add an association button.


Select the product for which you want to add a discount.


Next, choose the discount attribute that you want to associate to this product and this customer. If you want the discount to be applied based on quantity, add the Quantity for volume discount. For each discount, enter the appropriate value.

In the example above, Customer X would receive a 1000$ if they purchase more than 300 items of Digital Camera Pack.


 

Step 4: Install the rule

Rules are initially created by Jonar - please contact us (at support@jonar.com) for help to install and activate them

Step 5: Adjust the settings inside the rule

Each rule is written with the possibility of customizing it based on your business needs.  These are the potential ways to adjust the rule to suit your requirements.

1. Modify the messages

If you wish to modify the messages that will appear to the user, locate the following text in the rule, and modify the text in quotes (and only the text in quotes!).

If you want to exclude all messages, simply set showMessage = false.


var messages = {
discountUpdatedCurrencyMistmatch: {message: ' The currency on discount and transaction do not match.\n Verify: ' + 'placeHolderValuesXXXXX' + '.' , type: 'alert'},
discountApplied: {message: 'The following discounts ' + 'placeHolderValuesXXXXX' + ' have been applied.', type: 'alert'},
discountNotConfigured: {message: 'The ' + 'placeHolderValuesXXXXX' + ' have not been configured.\n', type: 'alert'}}

2. Modify the variable names

If your attributes have different names than the ones in the original rule, locate the following text and modify the text in quotations.

For this example, we would modify the variable volumeDiscountDollars for bulkDiscount.

var quantityForVolumeDiscount = 'quantityForVolumeDiscount'
var discounts = ['volumeDiscountDollars', 'volumeDiscount', 'standardDiscount'] 
var volumeTypeDiscounts = ['volumeDiscountDollars', 'volumeDiscount']
var currencyAttribute ='currency'

3. Limit the rule based on transaction status

By default, the rule applies to the transaction if its status is either TEMP, ISSUE, or HOLD. If you want to modify this behavior, locate the following text in the rule and modify the text in "[ ]".

var runRuleOnTransactionStatus = ['TEMP','ISSUE','HOLD']

4. Running the rule

As long as the rule has been installed on the correct trigger and has been activated, the rule will be run every time that trigger is used.

 


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