Discounts and unique prices in Rackbeat

Types of Discounts in Rackbeat

• General discounts: Applied to the entire order or invoice.
• Supplier-specific prices and discounts: Unique prices and discounts from individual suppliers.
  
  • Automatically update supplier prices from supplier invoices
• Customer-specific prices and discounts: A specific price or discount rate is selected for the product, applicable only to the individual customer.
• Prices and discounts on customer groups: Prices and discounts for specific customer groups.
• Discount groups: Discounts for predefined groups based on product types and customers.
• Quantity-based discounts: Discounts that encourage larger purchases when customers buy above a certain quantity must be added manually to each individual customer.
• Discount hierarchy (what takes priority?)
• Reset special prices: Reset your defined prices and discounts, either manually or via import.

---

General Discounts

General discounts are an overall discount rate that affects the entire sale.

1. Go to the order or invoice where you want to apply the discount.

2. Enter the discount percentage in the general discount field on the order or invoice.
   

Supplier-specific prices and discounts

How to update supplier specific prices:

1. Go to Purchases – Suppliers.
2. Find and open the supplier you want to update.
3. On the supplier card, click on "Products" to view and edit prices:
   1. 

4. Locate the products you want to update, either by searching for your item number or the supplier’s item number.

5. Enter the new price or discount in the fields.

   1. 
      

       

---

Automatically update supplier prices from supplier invoices

Instead of manually changing your supplier prices, they can be updated automatically when you book a supplier invoice.

This means your purchase prices will always reflect the latest prices from your suppliers.

1. Hover over your name in the top right corner and click on Company settings.

   1. 

2. Click on "Advanced" under General settings.

   1. 

3. Scroll to the bottom of the page and enable "Automatically update supplier prices from supplier invoices".

The next time you book a supplier invoice, the system will notify you if the prices differ from the last purchase:

 

---

Customer-specific prices and discounts

On customers, it is possible to work with a general discount as well as product-level discounts.

General discount:
If the customer should receive a general discount, enter this in the information overview. The discount rate here will automatically apply as a general discount on the order/invoice.

Product-level discount:

1. Go to the customer > click Edit and find "Prices & Discounts" to assign discounts or special prices at product level.

2. Enter your discount and press Enter to save the change.

 

---

Customer Group Discounts

There are two ways to assign discounts for a customer group:

• Give the customer group a general discount, which is applied to all item lines for customers in this group.

• Create specific prices and percentage discounts on the items these customers purchase.

To add a general discount:

1. Find your customer group: Locate the group you want to give a general discount, click the group number to edit it.

2. Add the general discount: Enter the general discount rate in the "Discount" field.

3. Check "Update Discounts": Ensure the box "Update Discounts on customers" is checked so the discount is updated across all customers in the group.

4. Save your changes.

To add product-specific discounts:

1. Find your customer group: Locate the customer group you want to add special prices to, and click on the customer group number to edit it.
2. Go to "Prices and discounts": Click on the "Prices and discounts" tab.
3. Update special prices: Check the box "Override existing prices set on individual customers" to ensure your special price is applied to the customer, if this should be the governing discount.
4. Update the special price on the product: Find the product you want to assign a special price to for the customer group. Edit the price field to the desired price, or the percentage field to the desired rate.

Now, all customers in that customer group will have a special price or discount rate on the selected item.

---

Discount groups

1. Go to the Products tab at the top in Rackbeat.

2. Click Discount Groups in the menu to view existing groups or create new ones.

3. Select Create new in the top right corner to start a new discount group.

4. Enter a group number (optional), name, and discount percentage. If the group number is left blank, Rackbeat will generate one automatically.

5. After entering the details, click Create new discount group to complete the setup.

Assign the discount group to products:

• Go to the product overview and find the desired product.

• Click the product to edit it.

• In the "Discount Group" field, select the created discount group.

Assign the discount group to customers:

• Go to the customer overview under Sales → Customers.

• Click the customer to edit.

• Go to the Prices & Discounts section.

• Click Add new discount group.

When the discount group is added to the customer, the discount will automatically be applied to the products assigned to that group. It will appear as the set discount rate when the item is added to an order/invoice for that customer.

---

Quantity Discounts

Here’s a step-by-step guide:

1. Find your customer: Go to Sales → Customers.

2. Open Prices & Discounts: Click on it to view all prices and discounts linked to the customer.

3. Find the relevant product: Browse the list or use the search field.

4. Open the quantity discount module: Under the product name, click the two arrows icon.
   

5. Create a new discount: Click New discount level.

6. Set minimum quantity: In the Min. Quantity field, enter the number of units required for the discount.

7. Define special price/discount rate: Enter the special price or discount percentage.

8. Save: Click Save to store the quantity discount.

---

Hierarchy for Discounts (Which takes priority?)

When multiple features can apply the same type of discount, it can be difficult to determine which one takes effect.

Price Hierarchy: 

1. Customer-specific price

2. Customer group price

   • Can override the customer-specific price if this setting is enabled before the price is adjusted:
     

3. Product sales price

Discount (%) Hierarchy:

1. Discount group

2. General discount

3. Customer group discount

   • Can override the general discount if this setting is enabled:
     

 

---

Resetting customer specific prices

If you need to reset your customer specific prices, you can do it one at a time or via import.

When the special price is reset, the sales or purchase price will again follow the product's standard.

Reset customer specific price one at a time:

1. Open the customer, customer group, or supplier you want to reset prices for. 
2. Select the text in the price field. 
   
   
   
   
3. Delete the value in the field, and press Enter. 

Reset customer specific prices via import:   

The requirements for the file vary depending on what you are resetting, whether it's customers, customer groups, or suppliers.

We always recommend using the example file - see the guide on how to find it here.

How to reset customer specific prices for customers

1. Click on Sales - Customers.
2. Open the relevant customer, and go to the Prices and Discounts tab.
3. Click on Import to import your file.

Your file should contain the following columns:

• Product Number - The number of the product you want to reset. Export all product numbers if you want to reset them all.
• Customer Number - The number of the customer you want to reset. The number must appear on all lines.
• Sales Price - Include the column but leave the cells empty to clear the existing data.
• Discount (if necessary) - Include the column but leave the cells empty to clear the existing data.

How to reset customer specific prices for customer groups

1. Click on Sales - Customers.
2. Open the relevant customer group, and go to the Prices and Discounts tab.
3. Click on Import to import your file.

Your file should contain the following columns:

• Product Number - The product number you want to reset. Export all product numbers if you want to reset them all.
• Sales Price - Include the column but leave the cells empty to clear the existing data.

How to reset supplier specific prices

1. Click on Purchases - Suppliers.
2. Open the relevant supplier, and go to the Products tab.
3. Click on Import to import your file.

Your file should contain the following columns:

• Product Number - The product number you want to reset. Export all product numbers if you want to reset them all.
• Supplier Number - The number of the supplier you want to reset. The number must appear on all lines.
• Cost Price - Include the column but leave the cells empty to clear the existing data.

Example

This example assumes a customer. See the requirements for customer groups and suppliers above.