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Assigning & Unassigning Discount Schemes to Retailers

Apply the right discount scheme to individual retailers or your entire retailer base at once

Note: Do not introduce this function until you’ve discussed this with us, as this can impact your integration. 

Why it matters

A discount scheme does nothing until it's assigned to a retailer. This is a recurring task — you'll return to it each time you onboard a new retailer or adjust pricing arrangements.

Before you start Make sure your discount scheme has been created and is set to active. If you haven't done this yet, refer to Setting Up Discount Categories & Schemes.

Option A — Assign/Unassign retailers individually

  1. Go to Setup > Discount Schemes
  2. Select the relevant discount scheme
  3. Select the brand from the dropdown
  4. Select the retailers you want to assign to this scheme
  5. Select Assign or Unassign

💡 Tip: Use the territory to filter on a specifc territory of retailers, for example all your NZ clients could be under an NZ territory and they all have the same discount. You can filter the list and assign them.

Option B — Bulk assigning retailers

  1. Go to Setup > Discount Schemes
  2. Select Bulk Assign and Download the Export Template
  3. Fill out the Bulk Assign template (you only can do one discount scheme per load)
  4. Save your file and 
  5. Select Bulk Assign and select your file
  6. Click Bulk Assign
  7. A green message will populate on the top right of screen to advise the load is successfully and you should see the updated list in your table below

💡 Tip: Use bulk assign when rolling out a new scheme across a large number of retailers or restructuring your discount tiers

⚠️ Warning: Only one discount scheme can be applied to a retailer at a time. Assigning a retailer to a new scheme replaces their existing one. Always confirm which scheme a retailer is currently on before reassigning.