Order Manager
Version 8
Order Manager
Version 8
Contents of this Topic: Show
There are several ways to use discounts with Monsoon Order Manager. This topic briefly describes them and provides examples of how to manage or apply discounts.
Discounts screen
enter the percentage amount that should be deducted from the grand total of any order that fall within the range of a given discount
mutually exclusive with Fixed Discount field
enter the fixed dollar amount that should be deducted from the grand total of any order that falls within the range of a given discount
mutually exclusive with the % Off field
select this to create the discount once the Minimum, Maximum, % Off or Fixed Discount data is entered
discounts cannot be edited, to make a change to a discount it must be deleted and redefined
choose a defined discount from the data sheet at the bottom of the screen and select this to remove it from the system
discounts cannot be edited, to make a change to a discount it must be deleted and redefined
Go to the Main Menu>Settings>Order Functions>Discounts.
Enter a minimum order total in the Minimum field.
Enter a maximum order total in the Maximum field.
Enter the percentage to deduct from orders whose totals fall into the range specified.
Select Add.
The discount appears in the data sheet at the bottom of the screen.
Enter a minimum order total in the Minimum field.
Enter a maximum order total in the Maximum field.
Enter a specific dollar amount to deduct from orders falling within the specified range in the Fixed Discount field.
Select Add.
The discount appears in the data sheet at the bottom of the screen.
Example 1:
In the figure above, the first two discounts in the data sheet are percentage off discounts. Orders totalling between $10 and $20 dollars automatically receive a 5% discount, and orders totaling between $21 and $40 dollars automatically receive a %10 percent discount when the order is placed at Manual Orders.
Example 2:
In the figure above, the third and fourth discounts shown in the data sheet are fixed dollar amounts that will be deducted from the order total. Orders placed at Manual Orders that total between $100 and $150 dollars will automatically receive a $15 discount, and orders totaling between $151 and $200 will automatically receive a $20 discount.
While entering order information, a discount can be applied to a line item by selecting the Discounts tab on the Add Items screen.
The types of discounts that can be applied to a line item are:
Quantity (Volume) – requires the inventory record of the selected SKU already has quantity discounts defined for it, see the Knowledge Base topic Quantity Discounts for more information
% Off – enter the percentage to deduct from the price of the line item in Amount
Cost+ – based on the cost of the product plus a Markup percentage to arrive at the price of the line item ("Markup" replaces "n/a" in the image displayed above when this method is selected)
If an order has already been placed and you want to change the discount applied to a given line item, use the Revise Line Item link on the Items tab of the Process Orders screen.
Open the Process Orders screen.
Select the desired line item in the right-hand pane and then select Edit Line Item link in the accordion to open the Revise Line Item screen.
Choose the Discount Type:
% Off - enter the percentage to deduct from the price of the line item; the total value of the discount is be calculated by the program and is displayed in Discount (shown in the image above)
Cost+ - this method will alter the price of the item to reflect the merchant's cost for the item plus a specified percentage (on the current order only)
Select OK at the bottom of the screen to make the change. The discounted price is now reflected on the order.
To make a manual change to the order level discount applied to an existing order, use the Discounts link next to the Original and Revised columns on the right-hand pane of the Items or Order tabs of the Process Orders screen.
Open Process Orders.
Navigate to the order in question.
Select Discounts to open the Discount Options screen.
The choices are
Use standard discounts - causes the program to apply any pre-defined discounts (standard discounts) for which the order is eligible
Enter discount manually - enter a discount dynamically; enter a positive value in the Amount to Add, the Amount to Subtract or the Final Amount fields and a Reason for the change (required)
Set discount percentage - enter the desired percentage discount to deduct from the order total; enter a positive value in the Set discount % to: field
Navigate to the order in question.
Select Discounts in the right-hand pane to open the Discount Options screen.
Select No discount.
Select OK to remove the previously applied discount from the order.
Go to Main Menu>Manage My Customers>View & Manage My Customers
If adding a new customer, select Add. Otherwise, navigate to the appropriate customer record and select Edit.
There are three ways to control the price of products sold to a given customer:
Enter a value in the Discount % field to assign a specific discount that is applied to all of this customer's future orders.
Enter a value in the Cost Plus % field to add a specific markup percentage to the cost of a product to determine the price that the customer is charged for the given product.
If Price Levels have been established in the program, select the appropriate Price Level from the drop-down list which is used the next time the customer places an order.
Select Save to retain the changes made to the current customer record.
Created: 9/30/11
Revised: 7/9/15
Published: 08/19/15