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Discount on Collection Item
Item Collection
Item collection is grouping items into a specific category based on various parameters of an item, for example, grouping items belonging to various sizes, brands, colors etc as collection based on item’s sales price. Other simple example would be grouping items of different categories as a specific category.
To setup Discount on Collection Item, follow the steps below;
Navigate to Sales -> Offers
Click Add New button
Offer Type: You can choose the type of discount. In this case, select Discount on Collection Item.
Offer Name: Enter the Offer Name.
Offer Start and End Date: This option helps you to decide whether you want to make your discount permanent or temporary. By setting start and end date, you will be able to control when your discount is available. By default offer start and end date will be today’s date.
Is Repeated:If the offer is applicable only on particular days in a week, then select this option and mark the days when this offer is applicable.
- Start and End Time: You can also optionally choose a time range where the discount only applies during this time.
Example: Get 10 % discount on invoice total $ 50 or more, Wednesday and Friday between 10 Am to 1 PM.
Select Customer Group:
This field will help you in selecting particular individuals or groups of customers who are accessible to this offer. By default this offer will be applicable for all customers. To make it applicable only for selected customer group, select ‘Applicable Only For Selected Customer Groups’ and choose the customer group to whom this offer is applicable.
Select Business Location:
This field will help you in selecting particular location where offer is applicable. By default the offer you are defining will be applicable to all customers and across all business locations. To make it applicable only for selected location, select ‘Applicable Only For Selected Business Location’ and choose the business location where this offer is applicable.
Collection: Select the item collection for which you want define the offer.
- You can choose to Apply on Quantity or Apply on Amount
Apply on Quantity
If you want discount to be applied on Item quantity from the collection, then choose to apply on Item Quantity:
- Item Quantity: Enter the Item Quantity in Item Quantity field. Minimum number of quantities customer would need to purchase from the collection to get the discount.
- Discount Amount: Specify the discount –Discount amount customer would receive on eligible purchases.
- Discount Item Quantity: Specify the Discount Item Quantity – Numbers of quantities on which discount must be applied. For example, if Discount Item Quantity is 1 then offer is applied on the lowest price item in the sales invoice. Similarly if Discount Item Quantity is 2 then offer is applied on the two almost lowest price items in the invoice.
Example: Discount on Collection Item – Applied on Item Quantity.
Case 1: Discount on lowest price item/ product from Collection Items.
Let’s say you have defined offer – Discount on Collection Item with the following details –
- Item Quantity as 5.
- Discount Amount as 5 %
- And Discount Item Quantity as 1 for Item Collection A.
Then following details are considered for offer applicability to sales invoice.
- Sales Invoice should contain minimum 5 quantities from the item collection A.
- Discount will be applied on the lowest price item from the collection A.
How ‘Discount on Collection Item’ offer will be applied to sales invoice.
Example 1:Let’s consider your sales invoice which contains following details:
- Item A – 1 qty sales price = $ 10 USD
- Item B – 2 qty sales price = $ 20 USD
- Item C – 1 qty Sales Price = $ 30 USD
As per the offer definition, sales invoice will now include discount of 5 % and this 5 % discount will be applied on lowest price item in the sales invoice. Here in this example, lowest price item is Item A, so 5 % discount is calculated on $ 10 USD (Item A sales price).
Example 2: Let’s consider your sales invoice which contains following details:
- Item A – 5 Qty sales price = $ 10USD
Here in this example sales invoice has Item A with 5 quantities, as per offer definition sales invoice will include a discount of 5 % and this 5 % discount is applied on one quantity of Item A.
Case 2: Discount on Collection Items
For example, you have defined offer – Discount on Collection Item with the following details – Item Quantity as 5 and Discount Amount as 5 % for Item Collection A. Then following details are considered for offer applicability to sales invoice.
- Sales Invoice should contain minimum 5 quantities from the item collection A.
Example 1:Let’s consider your sales invoice includes following details:
- Item A – 1 qty sales price = $ 10USD
- Item B – 2 qty sales price = $ 20USD
- Item C – 1 qty Sales Price = $ 30USD
As per the offer definition, sales invoice will now include discount of 5 % and each item in the invoice will receive a discount of 5 %.
Apply on Amount
If you want discount to be applied based on Invoice Amount from the collection, then choose to apply on Invoice Amount.
- Item Amount: Enter the Item Amount. Minimum amount from the collection customer would need to purchase in order the get the discount.
- Discount Amount: Enter the discount amount customer would receive on eligible purchase.
Discount on Collection Item – Applied on Item Amount.
If you are defining offer – Discount on Collection Item to be applied on item amount, then the following details are considered for the offer applicability.
- Items you have selected for sales transaction should belong to the item collection you have specified in the offer definition.
- Item total amount in the invoice should be = > Item Amount specified in the offer definition.
- Discount will be applied on the lowest price item in the sales invoice.
Let us consider you have defined offer – Discount on Collection Item with the following details – Item Amount as $50 USD and Discount Amount as 5 % for Item Collection A. Then following details are considered for offer applicability to sales invoice.
- Item total from the collection should be = > $50 USD
If your sales invoice contains the following details:
- Item A sales price = $ 10USD
- Item B sales price = $ 20USD
- Item C sales Price = $ 30USD
Here, in the above example Item A has lowest sales price hence discount of 5 % will be applied on Item A.
