Discounts in Rackbeat

Types of Discounts in Rackbeat

General Discounts: Applied individually to each order or invoice, affecting all products within that specific transaction for broad-based incentives on a per-transaction basis.
Supplier Specific Discounts:Tailored discounts from individual suppliers to reduce purchase costs, applicable as a percentage or specific price on certain products.
Customer Specific Discounts: Custom discounts for individual customers to enhance loyalty and spending, applicable as a percentage or specific price on products, including a general percentage discount on all products purchased by the customer.
Customer Group Discounts: Discounts for specific customer groups for targeted offers, available as a specific price on certain products.
Group-Specific Discounts: Discounts for predefined groups based on product types or customer categories.
Quantity-Based Discounts: Discounts encouraging larger purchases when customers buy above a certain quantity, manually added for customers.

Setting Up Discounts in Rackbeat

General Discounts

General discounts are an overall discount rate that affects the entire sales or purchase order.

Go to the order or invoice where you want to apply the discount.
Enter the discount percentage in the general discount field on the order or invoice.

Supplier-Specific Discounts

Go to the specific supplier > click Edit and find the "Items" section to assign discounts.
Specify the discount either as a percentage or as a fixed amount for the products.
Press Enter to save your changes.

Customer-Specific 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:

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

Find your customer group: Locate the group you want to give a general discount, click the group number to edit it.
Add the general discount: Enter the general discount rate in the "Discount" field.
Check "Update Discounts": Ensure the box "Update Discounts on customers" is checked so the discount is updated across all customers in the group.
Save your changes.

To add product-specific discounts:

Find your customer group and click the group number to edit it.
Go to the Items tab.
Check the box "Overwrite existing prices set on individual customers" if the group-level discount should take priority.
Find the item you want to apply the special price/discount to, and edit the price or percentage field.
Save by pressing Enter.

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

Discount Groups

Go to the Products tab at the top in Rackbeat.
Click Discount Groups in the menu to view existing groups or create new ones.
Select Create new in the top right corner to start a new discount group.
Enter a group number (optional), name, and discount percentage. If the group number is left blank, Rackbeat will generate one automatically.
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

Quantity discounts must be added individually for each customer in Rackbeat.

Here’s a step-by-step guide:

Find your customer: Go to Sales → Customers.
Open Prices & Discounts: Click on it to view all prices and discounts linked to the customer.
Find the relevant product: Browse the list or use the search field.
Open the quantity discount module: Under the product name, click the two arrows icon.
Create a new discount: Click New discount level.
Set minimum quantity: In the Min. Quantity field, enter the number of units required for the discount.
Define special price/discount rate: Enter the special price or discount percentage.
Save: Click Save to store the quantity discount.

Remember: You can always manually edit or remove the discount on an order if needed.

FAQ

Can I give a customer a discount in a fixed amount (e.g. currency) instead of percentage?
Yes. You can create a product without stock deduction, which functions as a negative line on the order.

How to do it:

Create a product, e.g., called "Discount," and assign it to a product group without stock deduction.
When creating or editing an order, add the "Discount" product and enter a negative price (excl. VAT).
The amount will be subtracted from the total order and shown as a separate line on the order and invoice.

Important:

The discount product must not have stock deduction, or it will affect your inventory.
Ensure the amount is excl. VAT and the tax code is set correctly so VAT reporting is accurate in your accounting system.