In Brightpearl, there are various methods of discounting:
- Customer discount
- Item discount (row discounts)
- Volume discount (price breaks)
- Group discount (bundled items)
- Order discount (line item)
- Settlement discount
In most cases, a discount is applied by amending the 'price' field on a sales order row.
A set percentage discount can be assigned to a customer record so that they receive the discount every time they place an order.
The discount will be applied to the prices on the price list assigned to their record.
This type of discount will only apply for manually entered orders.
How to give a customer discount
- Search for and open the customer record.
- Select the Financials tab.
- In the Payment information section, enter the discount % that they will receive on all prices on their assigned price list.
- Save the changes. All future orders added will automatically be discounted.
Note: To see the discount applied at an order row level, you will need to activate the discount column. Do this under Settings > Sales > Sales settings - set 'Show "list price" and discount columns on sale edit screen' to 'Yes'. Be aware this setting can't be disabled once a discount has been used.
Item discounts are entered onto an order row either by manually editing the price to reduce it by a fixed amount (per item) or by entering a percentage discount. The discount column will display only if enabled at Settings > Sales > Sales settings.
How to discount an order item by a percentage
- Ensure the discount column has been enabled.
- Begin a new order as usual.
- Enter the percentage discount directly on the order row.
Note: A percentage discount can only be applied to the list price - i.e. the price of the item on the price list assigned to the sale. If the price has already been manually changed then it is not possible to add a discount. Similarly, if a discount is applied using the discount column, you won't be able to change the price. To reset the fields, click the "Reset prices" link below the product table and then save the order.
Volume discounts (price breaks)
Volume discounts will automatically be applied to a product when it is manually added to a sales or purchase order with the required quantity to trigger the discount. A popup will appear to notify you that the discount will be applied.
How to add a volume discount for a product
A volume discount is created by saving price breaks and the discounted price per item on the product record.
When price breaks are used, the first break must always be for 1 item:
Group discount (bundles of items)
Bundles can be used to offer a selection of items for a lower price than buying them all separately.
A bundle is created as a single product with a singular price, and all the individual items making up the bundle are then associated with the bundle product. When added to a sale, the bundle item will list the selling price, while the components will have no price.
An order discount is entered as a line item with a negative price.
How to discount an order by a specific amount
- Create the order as normal.
- When you are ready to apply the discount, click to add a new row.
- Type details of the discount directly onto the order row.
- Select the discount account code.
- Enter the discount price as a negative value.
- Save the order and continue as usual.
Settlement discount is used to adjust the invoice values in line with HMRC early payment discount rules. Learn more about settlement discounts here.
The way discounts are shown on sales orders from integrated sales channels depends on how discounts are managed and provided by each channel.
- Discounts on orders downloaded from Shopify or BigCommerce.
The total of the discount is applied proportionally to the price of the line items. If a coupon is used, it will appear on the order as a zero-value non-stock tracked row.
- Discounts on orders downloaded from Magento
Discounts and coupons applied to an order when checking out via Magento will not be shown on the downloaded order. The list price will be the original price (before the discount), and the price column will show the new discounted price. If a coupon code is used, customization mapping can be used to pull it into Brightpearl.
- Brightpearl POS discounts and coupons
Brightpearl coupons and coupon codes can be used in Brightpearl POS to offer customers discounts on their purchases.
Coupons can be created to offer a percentage or fixed monetary discount for singular or multiple use through a specific period of time.
Learn more about discounts and coupons in POS here.