EDI Online Discounts¶

We have introduced discounts for customers that place orders online or come through EDI.
This discount is by blind type and is cumulative.
For example, if a customer already gets 10% discount for roller blinds, but also gets 2% discount for the order coming via online or EDI, the discount for that order will be 12%.
If the same customer sends an order in by another method, the discount will only be the normal 10%.

We have created another discount table that holds id, customer id, blind type id, and discount %.
This is held in Pricing > EDI / Online Discounts, which is a new menu option, below the existing Discounts option.

This EDI / online discount only applies when entering the online discount (the customer should be able to see it) or when the order is imported via EDI.
But if an order is entered normally using the order entry program, this discount will not apply.

Online discounts have a start and end date.
When orders are imported via EDI, they then check the start and end date on the EDI discount records as well as the normal discount start and end dates.

There is a ‘Copy to Clipboard’ option on the context menu (right click) of this form so discounts can be copied to spreadsheets
If you create a discount record, but leave the ‘Customer Name’ blank, the discount will be a global discount and applies to all online orders.
To stop this happening by accident, the following message appears.

It is possible to enter a discount without a blind type, so the discount is applied only for the customer.

Import From Excel > EDI / Online Discounts

There is an import routine for ‘EDI / Online Discounts’.