In Rackbeat, you can utilize tiered discounts to automatically apply discounts when customers purchase specific quantities of products. These discounts can change dynamically based on the quantity purchased.
Important Note: Tiered discounts must be set up on a customer basis, not directly on the product. This means you'll need to configure them individually for each applicable customer.
There are two ways to set up tiered discounts:
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Manual Setup
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CSV Import
Creating Tiered Discounts Manually
To manually set up tiered discounts:
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Navigate to your Sales module and select Customer Overview.
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Select the customer to whom you want to apply the tiered discount.
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Click on "Prices and Discounts" in the top menu.
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Find the product that the discount should apply to and click on the two downward-pointing arrows next to its name.
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Click on "New tier" to create the first tier.
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Set the minimum quantity required to activate this tier.
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Choose either a discounted price or a discount percentage.
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To add additional tiers, click "New tier" again. Once done, click Save to apply changes.
Note: You must add tiers sequentially. For example, you cannot create a discount tier for a quantity of 5 units after creating one for 2 units. Always create tiers in ascending order.
Creating Tiered Discounts via Import
Before starting the import process, review the basic importing guidelines in the "Importing in Rackbeat" guide.
To import tiered discounts:
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Navigate to your Sales module and select Customer Overview.
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Select the customer to whom you want to apply the tiered discount.
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Click on "Prices and Discounts" in the top menu.
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Click "Import/Export" and select "Import tiered discounts".
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A pop-up window will appear. Here, you can upload your CSV file or download an example file by clicking on "Example file".
CSV File Format
Ensure your CSV file contains the following columns:
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Product Number: The unique identifier for the product.
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Customer Number: The unique identifier for the customer. You can include multiple customers within one CSV file.
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Sales Price: Enter the sales price activated for this tier. If you don't want a special sales price, input the regular sales price.
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Discount Percentage: Enter the discount percentage (only numbers, e.g., "25" instead of "25%").
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Min. Quantity: The minimum quantity required for the discount to activate.
After completing the CSV, save the file as CSV UTF-8 and upload it.
Important: Enter lines in ascending order by minimum quantity to avoid import errors.
Upon successful import, tiered discounts will automatically apply when customers reach specified purchase quantities.
Frequently Asked Questions (FAQ)
Does the order of discounts matter?
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Yes, it matters.
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Manual: If you set tiers incorrectly, you'll receive the error: "An error occurred! Min. quantity must be greater than the previous tier's min. quantity."
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Import: Incorrect ordering during import can lead to errors or incorrect discount applications.
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Can I set up a tiered discount directly in the product overview?
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No. Tiered discounts must be configured within the customer-specific "Prices and Discounts" section.
How do I verify if a tiered discount is applied when adding products to an order?
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Rackbeat doesn't explicitly indicate the usage of a tiered discount. However, you will observe discount adjustments automatically based on the ordered quantity.
Why doesn't the discount percentage change when I adjust the quantity on an existing order line?
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Changing the quantity on an existing product line won't trigger tiered discounts. You must remove and re-add the product line with the correct quantity.
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Another possible reason is that the tiered discount hasn't been configured for this customer-product combination.
What if I leave the field for Sales price in the import file blank?
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Leaving the field blank will result in the sales price becoming 0. Therefore, you must input the regular sales price.