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How to add discounts in blgCloud ?

  • Updated

Beforehand, it’s necessary to add an Order type list. 

To do this, please go to : 

  • the Purchasing module

  • then left menu Order type

     

 

 

  • Click on the “+” button in order to open a New order type.

     

 

Fill in at least the required fields: 

 

  • Choose the Supplier
  • Choose the Order type : Other, Restocking, Stock or Urgent
  • Add the Title of your “New order type”
  • Then Save 

Besides, you can add more information or terms to your order type : Code, Comment, minimum order, Free shipping, associated Sales price (promo price or public price), Active and Order type by default. 

 

 

Add discounts in 4 steps : 

 

  • Step 1: Create a Buy or Sell discount group
  • Step 2: Create a discount in the Buy or Sell group created in step 1
  • Step 3 : Add external categories for articles
  • Step 4 : Check the discount is applied 

First of all, to create discounts, you need access to the Administrator module. 

  • Click on the “+” button at the top right, if the Administrator module does not appear. 

  • Then click on the Term menu at the bottom left. 

     

 

 

Step 1: Create a Buy or Sell discount group

 

When you are in the Term menu : 

  • Click on the “+” button to create a discount group.

 

 
  • Choose the Target : Buy or Sell 
  • Choose the Title (we advise to put a Buy or Sell with the discount’s name or the supplier’s name).
  • Choose a Start date and an End date if necessary
  • Choose if this terms group must be Active or not
  • Choose a Value if necessary, if your terms group will be only for : Purchase orders or Price or Company or Article otherwise leave blank.
  • Click on Save
  •  

NB : The principle is the same for a Sales terms group.

 

Step 2: Create a discount in the Buy or Sell group created in step 1

  • Click in the group you just created

 

 

  •  

    • Then click on the “+” button to create your discount 

    In our example, we choose : 

    • Supplier discount

    You can also make your discounts related to  : 

    • The internal transfer 
    • Customized 

    Then click on Next : 

     

 

 

Fill in at least the required fields :

 

  • Add the Supplier (chosen from the order type previously created) 
  • Add the order type (retrieve the Order type list created) 
  • Add the Discount to apply 
  • Choose a Cascade discount if you wish
  • Choose if this discount will be Active.  

Moreover, it’s possible to sort on : 

  • The purchase order 
  • The price 
  • The company 
  • The article 

Depending on your choice, in the example Article, you can also sort on : the Reference, the Designation, the Supplier, the Family, the Sub-family, etc. 

  • Click on Finish 

     

 

Your first discount is created, proceed the same way if you have several discounts to add. 

 

 

 

Step 3 : Add external categories for articles

It’s possible to add an additional term for Articles : the external categories. 

 

From an article file, you can directly create your different categories : 

 

 
    • Click on Edit 

    The supplier will default as below : 

    • Click on the box next to it to open the menu and create an external category.

       

 
 
  • Add your category, for example : AB 
  • Then Save 
  •  

 

Thus, you can add multiple categories and find them in your articles discounts filter.

 

 

Step 4 : Check the discount is applied 

You can check if your discount is applied, when you are on your article file, for example : 

  • Click on the “%” by passing the mouse to See the price calculation

     

 


You can thus see the applied terms as well as the order in which they are applied :

 

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