Discount Groups

Overview

Categorize your sales customers and partners, and define different discount groups and percentages for loyal buyers. These can be assigned individually in the master data and are automatically applied as discounts during invoicing.

Create discount groups

To define discount groups for your sales master data records, follow these steps:

1. Go to Finances > Prices > Discount Groups and select Edit > New.
2. Enter a name for the discount group in the Name field.
3. Enter the discount percentage you want to grant this group.
4. Click Save.

Discount Group setup window

Assign discount groups in Sales master data

You can assign a discount group to each of your customer and sales partner master data records. When you issue an invoice to that customer or partner, the discount defined in the assigned discount group is applied automatically.

To assign a discount group to a customer or sales partner record, follow these steps:

1. Go to Sales > Customers or Sales > Partners, and open a record by double‑clicking it or selecting Edit > New.
2. In the Prices tab, go to the Special Prices panel.
3. From the Discount Group dropdown menu, select a record to assign the customer to the discount group.
4. Click Save.

Customer master data window > Prices tab: Select a discount group

Use discount groups in Invoices

When you create a document for a customer or sales partner, Backstage automatically applies the discount group assigned in their master data record.

To view or adjust the discount group in an invoice:

1. Go to Finances > Invoices > Invoices and open an unposted document.
2. Click the Details tab. This tab shows all billing information pulled from the master data, including the discount group. You can change the discount group here if needed.
3. When you save the updated discount group, Backstage will ask whether you want to apply the discount to all items in the invoice.
   • Select OK to recalculate all item amounts automatically.

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Invoice window > Details tab: Select Discount Group

Alternatively, you can enter the desired discount directly in the invoice item list.

Invoice window: Specify a discount for an Invoice item.

Manage discount groups

You can find a list of all discount groups under Finances > Prices > Discount Groups.

Create a new record

• Select Edit > New.

Edit an existing record

• Double-click the record or select it and click Edit > Open.

Copy an existing record

• Double-click the record or select it and click Edit > Copy.

Delete a record

• Select the record you don’t need and click Edit > Delete.