Assigning Customer Discounts

You can use several methods to organize discounts for your customers' orders:

  • Rate cards
  • Standing discounts
  • Order adjustments
  • Line item adjustments
  • Billing and payment terms

If multiple discounts are applicable, they are applied in hierarchical sequence (see below).

Once an order is in Pending status,  only certain changes can be made to the applied discounts, as controlled by the team member's User Group privileges. At the order, a customer's standing discount cannot be modified. Some users can modify the rate card used for the order. Most users can modify order adjustments, line item adjustments, and billing terms.

Rate Cards

To offer discounts for certain line items, you can create a rate card and link it to the necessary Company records. (Note: Customer rate cards can be structured to allow for pricing locks and overrides on the line items listed.) 

  1. Navigate to Menu > CRM & Sales > Companies and select the desired company record.
  2. At the detail view, click the Edit button.
  3. On the Customer Details tab, in the Billing Setup section, click the Rate Card drop-down menu and select the rate card.
    (This screenshot shows the selection of a rate card that gives a 10% discount on the technology items that are listed on the actual rate card.)
  4. Click Save.

Standing Discounts

Standing discounts affect all applicable line items on all applicable orders for a client. (Note: Line item codes with the Exclude Client Discount flag marked do not receive standing discounts.)

To set a client’s standing discount:

  1. Navigate to Menu > CRM & Sales > Companies and select the desired company record.
  2. At the detail view, click the Customer Details tab, then click Edit.
  3. On the Billing Setup tab, enter the amount in the Discount % field.
  4. Click Save.

Order Adjustments

You can give a client a discount on the total amount of a specific order by using the Adjustment field:

  1. Navigate to Menu > Order Management > Orders, select the desired order, and click Edit.
  2. At the subtotals area, in the Adjustment field, enter a negative percentage or lump sum.
    (This screenshot shows an adjustment giving the client a 15% discount on the order Total.)
  3. Click Save.

Note: The Adjustment field can also be used to charge clients a premium. To increase an order's total cost, enter the number or percentage as a positive value.

Line Item Adjustments

You can give a client a discount on a single line item in an order by using the Unit Adj. field for that line item:

  1. Navigate to Menu > Order Management > Orders, select the desired order, then click Edit.
  2. In the Order Items list, at the Unit Adj field, enter the discount as a negative percentage or lump sum.
    (This screenshot shows an adjustment giving the client a 10% discount on a single line item.)
  3. Click Save.

Note: The Adjustment field can also be used to charge clients a premium. To increase a line item's cost, enter the number or percentage as a positive value.

Billing Terms

Using billing terms, you can easily offer early-payment discounts for customers.

If an order uses a billing term that includes an early payment discount (e.g. Net 10 2%), that possible discount will be noted on the invoice details, in the lower-right, below the Grand Total where aACE notes the Suggested Discount. This note is displayed until the Discount Period is passed.

When the receipt for the invoice is entered, aACE compares the Receipt date to the Invoice date. If the receipt is within the Discount Period, aACE automatically applies the Suggested Discount as an adjustment on the receipt. (Note: If a payment was sent within the Discount Period, but arrives after that timeframe, you can edit the receipt, backdate it, and apply the Suggested Discount as an adjustment.)

In the General Ledger, the early payment discount adjustment is applied to the GL Account specified in the Adjustment Codes preferences.

Assigning Multiple Discounts

You can assign multiple, overlapping discounts for an order. aACE will calculate the Total by applying discounts in this hierarchy:

  1. Special rate card adjustments
  2. Standing discounts for the customer
  3. Line item adjustments on the order
  4. Order adjustments

Note: Discounts from billing terms are applied when the receipt is entered.