Sales : Discounts & special pricing in Brightpearl Video Lecture | Using Brightpearl:Sales Order Processing - E-Commerce

in this video we're going to take a look
at discounts and special pricing now
it's Orton to mention that this is only
for bright pearl sales channels in other
words over the phone always bright pearl
POS because if you're connecting to an
e-commerce store or a marketplace it's
that platform that defines the customers
price not Brightpearl so what we're
going to cover a customer-specific
discounts volume discounts when buying
many items at once ad-hoc discounts when
you're entering a sales order discounts
is downloaded from e-commerce platforms
to show you what they look like and then
using price lists for discounts and
finally a quick look at coupons for
bright pal POS the first type of
discounting is customer specific
discounting and here we have a customer
Eddie who's got a ten percent discount
applied to his record and that means
that whenever I add products to sales
for him the ten percent is automatically
applied which we can see here the list
price and discount the two extra columns
that are added to sales if a customer
has a discount so let's go and add
another item let's choose to add a cisco
office or rotor and you can see that the
list price is 4599 the ten percent is
automatically being applied giving a
4139 for this particular customer that's
really easy to set up all you need to do
is edit the contact record and then in
the financial tab scroll down and just
add the discount in the discount field
you can also update customers in bulk by
importing a spreadsheet in conjunction
with the data map the next type of
discounting is volume discounting
sometimes called tiered pricing so what
I have here is a red bubble hat and on
the retail price I've created some
volume discounts so if a customer buys
one they pay 20 if they buy 10 or more
they only pay 1950 and if they buy a
hundred or more they pay 19 so let's see
how that works on a sales order let's
add the item to the order and there's
the red bubble hat one plus is coming in
at 20 if the customer actually chooses
12 and I tap out of the field you'll see
this pop-up box appears where the
product from this particular price list
has got certain volume discounts the
price for 12
of them is 1950 so clicking the okay
updates the product row to 1950 in the
similar way if we update this to 200 and
then tap out it gives us the price for a
hundred plus which is 19 so that's done
at the product level if you wanted to
combine customer discount and product
discount you could do so and that takes
us neatly onto the next type of
discounting which is adding ad hoc
discounts to sales and purchase orders
notice how there's no list price or
discount columns here they automatically
appear when the customers got a discount
but until you've actually turned them on
they won't appear for other orders so to
turn on the discount columns go to set
up sales sales settings and then scroll
down and choose yes for sho list price
and discount columns on the sale edit
screen and that also applies to purchase
orders so next time you open an order
you'll see that you now have a list
price and a discount column the list
price has been applied from the volume
discounting or tiered price or if you
don't have tiered pricing that's the
standard unit price for the item but
then in here you can type in any extra
discount you might like so for example
typing 20 in there reduces the price
down to 15 20 you can no longer edit the
price field because you've set a
discount which applies to the list price
if you want to edit the price directly
just delete the discount which makes the
price field editable again you'll see
that because I've now changed the price
the discount field has become non
editable so if I wanted to put a
discount in instead of an edited price I
need to make the price match the list
price so let's just put 19 as some
decimal points and you now see that the
discount is now editable let's take
fifty percent in which drops the price
to 950 now let's see what discounts look
like on documentation such as quotes and
invoices by default you only see the
final price paid on your templates but
what you can do if you want to is you
can show the discount columns on this
particular template so let's go and edit
the template we're at the bottom of the
screen we can choose a column set that
includes discounts or of course you can
customize
columns and there's a separate video
that shows you how to do that so let's
save this template if we revisit the
template you now see that we've got a
price a discount and a final price paid
column now let's look at in sale that's
been downloaded from an e-commerce
channel perhaps a Shopify on Magento
store the customer has chosen a discount
coupon and what Brightpearl is done is
its applied this as a misc line item
with a negative price so the product is
20 discount 25 total $15 the account
code used is the one you choose in your
accounting setup so that's for things
like coupons and gift vouchers and
things that are separate line items if
your ecommerce store applies discounts
in a transparent way that's not visible
to Brightpearl what you'll get on the
bright pearl order is simply the
discounted price that the customer pays
for more detail on coupons and discounts
from e-commerce platforms make sure you
have a look at the bright pearl videos
for those particular systems another way
of applying discounts for customers or
suppliers is by giving them a dedicated
price list so previously when we added
items to this order we used the retail
price list what i could do is actually i
could choose a VIP customer price list
which i created earlier and then next
time we add the item you'll see it comes
in a bit cheaper so previously on retail
it was twenty dollars but on the VIP
price list it's $15 you can have as many
customers or suppliers assigned to those
price lists as you like finally let's
mention the coupon screen which you get
to from marketing discounts and coupons
these are Brightpearl coupons that are
only available to use on bright pearl
POS and there's a separate video that
shows you how to use coupons on point of
sale so what we've just covered are a
number of different options we've got
customer specific discounts where you
put a percentage on the contact record
you've got volume discounts on the
product and you edit the product prices
for that you've got ad hoc discounts
when entering a sales or purchase order
and you need to turn on the list price
and discount columns for that and then
discounts as we download them from
e-commerce platforms and that's
generally a line item and then using
price lists and finally coupons for
bright
point of sale that's everything I have
to show you around discounts and special
pricing hopefully there's something in
there that does what you need