Set up discounts

Everyone loves a good deal—and at CGIC, offering discounts the right way keeps customers happy and keeps us compliant with pricing policies. Whether it’s a seasonal promo, customer loyalty discount, or bulk purchase deal, CGIC’s system gives you flexible tools to apply them consistently.

Prerequisites

Before setting up any discount, make sure:

• You have access to the Pricing Rule module.
• You know the type of discount: percentage, fixed amount, or override price.
• The target group is clear: specific items, customers, or customer groups.
• You’ve verified the discount has been approved internally (e.g., by Sales or Management).

1.0 Types of Discounts You Can Create

• Flat Discounts – e.g., 10% off on a product.
• Fixed Price Override – e.g., sell at $50 instead of the usual $65.
• Quantity-Based Discounts – e.g., Buy 10 or more, get 15% off.
• Time-Bound Promotions – e.g., “Discounts valid from June 1 to June 30.”

2.0 Step-by-Step: Creating a Discount (Using Pricing Rule)

1. Navigate to Pricing Rule

• Go to Selling > Pricing Rule.

2. Click ‘New’ to Create a Rule

3. Fill in Rule Details

Field	What to Enter
Title	A clear name (e.g., “June Promo - 10% off Product X”)
Apply On	Choose: Item / Item Group / Brand
Customer Filter	Apply to specific Customer or Customer Group (optional)
Price List	Typically “Selling”
Company	Set to CGIC
Validity Period	Start and End Date for the discount

4. Set the Discount Logic

Under Pricing Rule Details:

• Choose Discount Percentage or Price Discount Amount.
• You can also **override the selling price **if needed.

Optional: Add min/max quantity thresholds for bulk discounts.

5. Save and Submit

Once submitted, the system will automatically apply the discount when conditions match in a Quotation or Sales Order.

3.0 Example Use Cases

Scenario	Setup Steps
10% off all products for Retail Customers	Apply to Customer Group: Retail, set 10% Discount %
Product X at $45 instead of $50	Set Item: Product X, check “Override Price”, set new rate
Buy 20+ units, get 15% off	Set min quantity = 20, Discount % = 15
Weekend Sale (Sat–Sun Only)	Set validity dates, apply discount rule to all or select items

4.0 How the Discount Appears

When a discount rule is triggered:

• It applies automatically in Sales Orders, Quotations, or Invoices.
• You’ll see the discounted amount reflected in the item rate and total.
• A small info message may pop up, showing the applied Pricing Rule name—handy for transparency!

5.0 Managing & Auditing Discounts

• Use the Pricing Rule List to filter by active/expired rules.
• Deactivate old or unused rules to avoid clutter or confusion.
• Make it a habit to review discounts quarterly with your team lead.