button.Your organization may choose to offer discounts on the merchandise it sells. For example, you may want to offer discounts on your merchandise as incentive for new members to join or for current members to renew or, perhaps, for holiday merchandise purchases. Discount Products can be applied through netFORUM at the time of sale in both iWeb and eWeb to allow for these special campaigns. Discounts are assessed as either flat rates or percentages and may also be set-up to be active for only a specific date range if you so choose.
You may use a discount product to create a Discount Program which acts similar to a coupon book for organizations and their linked individuals.
The five standard Group Item Links (Add, Find, List, Run Query, Query Central), are available in the Discount Product group item.
Your first step in using and allowing discounts for your products is to create your base Discount Product so that you can then add your discount amounts, dates they are applicable, and any specific products that are allowed to receive the discounts. You may also specify if the discount will auto apply to specific product types or if it has a certain amount of uses before it expires. For example, you might create a discount product relating to just memberships and membership drives, another discount product for conferences and events, and so forth. Further, you can specify that when a membership is purchased, the discount is automatically applied and, after 10 uses, it can no longer be used. Following this methodology, our example will create a Discount Product that will create discounts related to memberships. Note that fields in bold in netFORUM are required fields. You will not be able to save or apply your discounts until these fields are complete.
To add a new discount product to netFORUM , follow these steps:
Note: The number of uses is related to the sell-to customer and not the bill-to customer. Be aware that the number of uses does not limit the number of times the discount product can be used by everyone, just the number of uses by a single customer.
Once you have entered all information, click Save.
Finding Discount Products that have been entered into the netFORUM database is easily accomplished. The Find function is universal throughout netFORUM and detailed on the Find topic.
Finding discount products within the Inventory module follows the same format and function. You may search by the following:
The Advanced View checkbox allows you to conduct boolean searches to broaden and narrow your search as needed.
The Discount Product Profile is displayed once you have entered a discount product into the netFORUM application. If you want to navigate to and view a specific profile page:
Depending upon which discount product you choose, its Discount Profile page will display.
Your organization may choose to offer discounts on the merchandise it sells. For example, you may want to offer discounts on your merchandise as incentive for new members to join or for current members to renew or, perhaps, for holiday merchandise purchases. Discount Products can be applied through netFORUM at the time of sale in both iWeb and eWeb to allow for these special campaigns. Discounts are assessed as either flat rates or percentages and may also be set-up to be active for only a specific date range if you so choose.
You may use a discount product to create a Discount Program which acts similar to a coupon book for organizations and their linked individuals.
The used in discount programs child form displays a list of all discount programs that are associated to this discount product. Clicking the Goto icon next to the desired discount program will take you to that Discount Program Profile.
The Info tab on the Discount Product Profile contains two child forms; the discount amounts child form and the discount product x product child form.
The discount amounts child form is used to specify the discount rates (and codes) you or your members will enter to obtain the discount. Note in the screenshot below two discount amounts have been specified; an amount for new members who join in 2009 set at a flat rate of $10.00 and an amount for members who renew in 2009 set at a 10%. It is possible to set both a flat rate and a percentage rate for one discount. If you do this, netFORUM will deduct the flat rate first and then apply the percentage. For example, if you have a publication that you are selling for $100 and you apply a both flat rate discount of $10 as well as a percentage amount of 10%, netFORUM will first apply $10 bringing the amount owed to $90 and then will apply the 10% discount to that total for a final discount of $19.00 to be applied to the final purchase of the $100 publication.
Add as many additional discounts as you need using the Add Record or button.
The screenshot above is the example used for the membership renewal discount when its discount amount was added. Take note that this discount will be in effect for calendar year 2010 (as opposed to just the summer dates that were specified on the overall discount when it was added) and has an eWeb code of NEW MEMBER 2010. The eWeb code is given to your customers to enter at checkout on eWeb to apply the discount so it is important that it remain fairly simple and easy to apply.
A price attribute can be added to discount products. This is completed once you add your discount amount on the discount amount child form by clicking the add discount price attributes hyperlink under the associated discount to which you want to apply the attribute, as seen in the image below.
Price attributes for discount products are applied in the same manner they are applied throughout netFORUM . That is, use them to restrict how your discounts are applied either by Member Type or a Customer type of individual or organization. Notice, for example, in the image above the discount has been set to apply for all merchandise but only to individuals with a NATW Yearly membership. For more information on price attributes in general, view the Price topic.
When you opt to add discount price attributes, note that you can specify a source code in the Add—Price Attributes form. When a source code is associated with the discount price in this way, the discount will be applied whenever the source code is selected in the Centralized Order Entry form.
Once you have set your discount amounts and the dates they will be available, you may decide that you want to make them applicable for only certain products in your inventory, particularly if you selected the auto apply checkbox when you created your discount. For example, you could set-up a new member discount and make it available through January of the current year only and applicable to new memberships purchased that month as incentive for new members to join in the new year. Or you may want to provide your members who renew in 2010 to be able to apply a 10% discount to a product in your merchandise. This is accomplished through the second child form of the Info tab, the discount product x product child form, pictured below.
Just as with discount amounts, add as many specific product specific restrictions as you need using the Add Record or button.
The screenshot above demonstrates how a specific membership is selected for a discount. If you wanted to allow the discount to apply to all items selected in your inventory, you could leave the product and price fields blank as an alternative.
As noted, if the auto apply check-box is selected when adding your discount, when the product is purchased that you have added on the discount product x product child form, such as the Avectra t-shirt in the example above, the discount will be automatically applied without needing the code. This is demonstrated in the image below. The discount is applied and grayed out as a result.
Note: Because of the way packages are priced and sold, it is not possible to add a non-dues package as a Discount Product X Product.
You have the ability to add bulk discounts based upon a specified number of products purchased. This is accomplished through the minimum and maximum quantity fields when adding discount prices on the discount amounts child form. Notice in the example below that a minimum purchase of 5 products is required before this discount will be (auto) applied.
You only need to specify a maximum field if you plan on setting-up tiered discounts. For example, you could set-up bulk discounts for tiered purchases of t-shirts in your inventory by specifying the following:
Your child forms would then look similar to the example below as a result.
Notice that when a bulk amount is then purchased, such as 40 t-shirts, using the example above, the tiered discount of 20% is automatically applied (if the auto-apply checkbox is selected).
Bulk discounts can only apply to a specific line item, not to a collection of two or more line items of the same product in one order. For example, suppose you have a specific item that has a bulk discount set to take effect once the quantity is 10. You create two line items in one invoice because you want to ship 4 to one address and 6 to a different address. Bulk pricing for the 10-item price will not trigger in this case.
You have the ability to set-up a Group Registration Discount for events. The motive in setting up a group registration discount is to provide your customers with incentive to register more customers by providing them with higher discounts with each successive registrant. There are three different group registration scenarios that may be set-up for group registration discounts. They are:
Each of the above 3 scenarios can be set-up using the group registration discount functionality and are discussed in more detail on the Group Registration Discount topic.
To exclude a price from being discounted, click the do not discount? checkbox located on the Add - Price or Edit - Price form.
If you try to apply a discount to a price that has been excluded from discounts, a message will apply informing you that no discount can be applied to that price.