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How to set Discount products

How to use the discount settings. How to have discounts for customers.

Written by Cristian Bolba

You have the option to have discounted products by assigning them to a Discount Off price file.

You may choose to offer discounts at a specific time of year, on needed products to certain customers. In this case you may create and attach one or more customers to a Discount Off Price List.

The products within a discount off price list do not go for approval and are available for purchase immediately.

Create a Discount Off price list

How to create a Discount Off price list:

  1. Select Price Lists and then Manage Price Lists.

  2. Click Create New Price List.

  3. Complete the information as detailed below:

    • Public name - should be the name of the customer that will be linked to this price list.

    • Internal name is only required for suppliers who use the price file importer.

    • List Type - select Discount off

    • Allow Purchaser override and Allow same market purchasers should be left unticked.

    • Ensure Is Active is ticked.

  4. Select Create.


Link a customer to the price list

How to link a customer to the price list:

Once you have created the price list you will then need to link your customer and their sites to it so that they can place orders by following the steps below within the Manage Price Lists page:

  1. Select the Edit icon to the right of the newly created price list.

  2. Click into the Assigned Purchasers tab.

  3. Select the Customer name from the drop-down menu.

  4. Click the

    icon to open up the site lists.

  5. Tick the box next to each site you wish to link to the price list.

  6. Select Assign to Price List.

Now that you have created the price list and linked the sites you need to add your products and pricing for the customer, if the products are already existing in your Procure Wizard catalogue this can be done using the Price list export or by using the Single or Batch product creation methods if you need to add new products that are not already listed on the system.

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