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Please note that we've updated the list of Supported devices and iOS versions for SalesPresenter. See the relevant topic under the SalesPresenter > Documentation section for details.

#1 2013-10-11 09:09:05

bhlgroupltd
New member
Registered: 2013-10-10

Customer Discount Codes File

I am in the middle of setting up the complex pricing amongst other things and have come to the "Customer Discount Codes" bit. there are two fields Code & Description,  both of the field descriptions say this is not shown in SP. Where is it used if its not shown? Is this file needed?

Thanks.

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#2 2013-10-11 14:01:24

admin
Administrator
Registered: 2008-02-09

Re: Customer Discount Codes File

The documentation you are referring to is out of date in this area. We will rectify this in the next issue.

It is possible to select a default discount code when creating a new customer, it is here that you will see field descriptions set in the Customer Discount Codes file.

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#3 2013-10-25 09:43:20

bhlgroupltd
New member
Registered: 2013-10-10

Re: Customer Discount Codes File

I am struggling a little to work out what files I need to upload for our pricing structure. what we would like to implement is the following:

1 standard price list on all products for all customers
each customer will have a discount code which will be a % discount which will then be used against the standard price list above
some customers will also have specific prices for a few products which no discount should be applied against, but all other products should be discounted as normal

which files need to be uploaded?

Thanks.

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#4 2013-10-25 11:29:01

admin
Administrator
Registered: 2008-02-09

Re: Customer Discount Codes File

bhlgroupltd wrote:

1 standard price list on all products for all customers

Standard pricing that is product specific only should be maintained in your Products CSV file.

bhlgroupltd wrote:

each customer will have a discount code which will be a % discount which will then be used against the standard price list above

Discounts which are customer/product specific should be set up in your Discount Codes / Product Matrix CSV file.

bhlgroupltd wrote:

some customers will also have specific prices for a few products which no discount should be applied against, but all other products should be discounted as normal

Prices that are customer/product specific should be set up in your Price Lists and Price List / Product Matrix CSV files.

For more information on these file types please see the SalesPresenterImportFileFormats document in the Downloads section of the website: http://www.bacapps.co.uk/downloads.php

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