PrerequisitesBefore setting up any discount, make sure:
- You have access to the Pricing Rule module.
- You know the type of discount: percentage, fixed amount, or override price.
- The target group is clear: specific items, customers, or customer groups.
- You’ve verified the discount has been approved internally (e.g., by Sales or Management).
1.0 Types of Discounts You Can Create
- Flat Discounts – e.g., 10% off on a product.
- Fixed Price Override – e.g., sell at $50 instead of the usual $65.
- Quantity-Based Discounts – e.g., Buy 10 or more, get 15% off.
- Time-Bound Promotions – e.g., “Discounts valid from June 1 to June 30.”
2.0 Step-by-Step: Creating a Discount (Using Pricing Rule)
1. Navigate to Pricing Rule- Go to
Selling > Pricing Rule.
| Field | What to Enter |
|---|---|
| Title | A clear name (e.g., “June Promo - 10% off Product X”) |
| Apply On | Choose: Item / Item Group / Brand |
| Customer Filter | Apply to specific Customer or Customer Group (optional) |
| Price List | Typically “Selling” |
| Company | Set to CGIC |
| Validity Period | Start and End Date for the discount |
- Choose Discount Percentage or Price Discount Amount.
- You can also **override the selling price **if needed.
3.0 Example Use Cases
| Scenario | Setup Steps |
|---|---|
| 10% off all products for Retail Customers | Apply to Customer Group: Retail, set 10% Discount % |
| Product X at $45 instead of $50 | Set Item: Product X, check “Override Price”, set new rate |
| Buy 20+ units, get 15% off | Set min quantity = 20, Discount % = 15 |
| Weekend Sale (Sat–Sun Only) | Set validity dates, apply discount rule to all or select items |
4.0 How the Discount Appears
When a discount rule is triggered:- It applies automatically in Sales Orders, Quotations, or Invoices.
- You’ll see the discounted amount reflected in the item rate and total.
- A small info message may pop up, showing the applied Pricing Rule name—handy for transparency!
5.0 Managing & Auditing Discounts
- Use the Pricing Rule List to filter by active/expired rules.
- Deactivate old or unused rules to avoid clutter or confusion.
- Make it a habit to review discounts quarterly with your team lead.