Set up discounts

 

❗Warning: Do not introduce this function until you’ve discussed this with your Account Manager, as this will impact your integration. 

 

Discounts can be applied at the product or order level by using discount categories.

Discount categories need to be added at the brand level and then the DLS.

1. Adding discount categories to the brand level

Setup > brands > select brand > click edit icon > click brand pricing tab. Here you will find three toggles for discounts:

1.  Show static discount: This will display a static discount on the range page.

2.  Discount schemes: Will activate discount schemes for a brand.

3.  Discount on price book items: Will apply a discount to a price book item, if price books are being used in conjunction with discount schemes.

Enter discount category names into discount categories box, e.g.: Category A, Category B, etc. 

Click Save.

2. Adding discount categories to the DLS

Open DLS file > Assign discount category name in Discount Category column for relevant products.

3. Setting up discount schemes

After loading the DLS file into Brandscope, you will need to set up the discounts: Setup > Discount Schemes

There are two types of discounts: 

1. Static: Discount will always apply.

2. Dynamic: Discount triggered by a monetary or unit value.

3.1. Static Discounts

3.1.1. Creating a simple static discount

Click " Add new discount scheme" button > select brand > enter name > enter description > select scheme type (static) > toggle to active to make active > add optional start & end time save discount scheme

Select discount scheme > click "add new discount rule" > Select release type or leave blank, if you want the discount to apply to all release types > select order as discount type > select currency or leave blank > add discount value > save

3.1.2. Creating static discounts for various categories

You will be able to create static discounts where Category A has X% off and Category B has Y% off

Click " Add new discount scheme" button > select brand > enter name > enter description > select scheme type (static) > toggle to active to make active > add optional start & end time > save discount scheme

3.1.3. Creating a discount rule for Category A

Select  discount scheme > click "add new discount rule" > Select release type or leave blank, if you want the discount to apply to all release types > select category as discount type > select discount category > select currency or leave blank > enter discount value for that category > save.

3.1.4. Creating a discount rule for Category B

Follow the process for " Creating a discount rule for Category A", but select Category B as your discount category instead. 

3.2. Creating a dynamic discount

Example: If an order from category A reaches $500, the retailer will automatically receive a 10% discount. 

If an order from  category A reaches $5000, the retailer will automatically receive a 15% discount.

3.2.1. Setting up a dynamic discount scheme

Click " Add new discount scheme" button > select brand > enter name > enter description > select dynamic as scheme type > toggle to active to make active > add optional start & end time > save discount scheme

Discount Types: 

Order: Discounts are applied if order total value is reached

Category: Discounts are applied to the total value of a particular discount category

Order/Category: Discounts are applied if total value of either order or discount category is reached

Select  discount scheme > click "add new discount rule" > Select release type or leave blank, if you want the discount to apply to all release types > select order/category as discount type > select discount category "Category A" > select factor select currency or leave blank > add discount value "10" > enter minimum order value "500" > enter maximum order value "5000" > save

Select  discount scheme > click "add new discount rule" > Select release type or leave blank, if you want the discount to apply to all release types > select order/category as discount type > select discount category "Category B" > select factor > select currency or leave blank > add discount value "15" > enter minimum order value "5000.0" > leave maximum order value blank > save


4. Assigning retailers to discounts

Next, you will need to assign retailers to discounts.

Click on the  Assign tab. To get to the assign tab: Setup > Discounts & Price Books > Assign

4.1. Assigning discounts in bulk

Click Bulk Assign in the top right hand corner.

4.2. Assigning discounts

Select brand from the dropdown > select discount scheme > select retailers to be assigned to discount scheme > select assign

Note: Only 1 retailer can be assigned to a discount scheme at any 1 time.

5. Turn on discounts at release level

Setup > Releases > Select Release > Click edit icon > select integrations tab > Scroll down to access settings > switch discount schemes toggle on