How to give Volume discount on the sales order? Part I

By | June 7, 2017

In most of the industries, customers are often given volume discounts for big orders. There are different ways in which discounts are given on Sales orders.

Like for an example if the customer buys an order of more than 1000$ then he is given 10% discount. In another example, if a customer buys 100 units of product, he is given 10% discount.

In Sage X3, a price list can be defined to meet this requirement. There are two price lists which can be used to give a discount based on quantities or based on Order values.

Steps to define price lists.

  • Navigate: Sales -> pricelists -> Pricelist entry
Pricelist entry

Pricelist entry

Pricelist entry transaction selection

Pricelist entry

  • Select Pricelist Discount on order amount.
Pricelist Discount on order quantities

Pricelist Discount on order quantities

  • Enter Group of customer
Group selection

Group selection

  • Enter Maximum and minimum amount criteria
  • Enter a discount value.
  • When the sales order is created for the customer of selected group and the order amount fits in the Maximum and minimum amount criteria, the entered discount will be automatically added to the sales order.
Sales order screen

Sales order screen

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