How to Set up Cost-Plus Discounts

Overview

This article outlines how to set up cost-plus discounting to have it auto-apply for certain customers on certain inventory items when rang through the point-of-sale. 

Preconditions

The following conditions must be met before following the steps in this article: 

• Access to the following modules: 
  • Customers
  • Inventory
  • Sales
• On your inventory items, you must have the Unit Cost field filled out for cost-plus discounts to be calculated properly

How to Set up Cost-Plus Discounts

Setting up cost-plus discounting in foreUP requires the following items to be in place: 

1. Creating a Customer Group
2. Adding the Customer Group to Applicable Inventory Items
3. Assigning the Customer Group to Applicable Customers

Follow the steps below to set up cost-plus discounts. We will use the example of setting up a cost-plus discount for employees: 

Creating a Customer Group

1. Once logged into foreUP, click on the top left module dropdown and select Customers
2. From the Customers module, click on the Group dropdown towards the top right and select Manage Groups

3. 

4. If you don't already have one, add an "Employee" customer group by typing Employee into the Group Name field at the top. You can then add your cost-plus discount value to the Cost Plus field (for example, if your employees pay 10% above cost, add 10 to the Cost Plus field). Once you have added the group name and added the cost-plus discount value, click Add Group and click Save Changes at the bottom right

Adding the Customer Group to Applicable Inventory Items

1. Click on the top left module dropdown and select Inventory
2. You will now assign the customer group you just created to the applicable inventory items that qualify for the employee cost-plus discount. You can accomplish this in one of two ways: 
   1. Add Group to Individual Inventory Items: 
      1. Click on an individual inventory item to pull it up
      2. Under the Customer Group section, click on the Add New Group dropdown and select the applicable customer group

      3. 

      4. Click Save Changes in the bottom right
      5. You have now successfully added the customer group to an inventory item!
   2. Add Group to Multiple Inventory Items through Bulk Edit
      1. In the inventory module, click on one of the tabs (Retail, Food & Bev)
      2. You can now use the check boxes on the left to select multiple inventory items
      3. Once you have selected your desired inventory items, click Bulk Edit in the bottom right

      4. 

      5. Once on the Bulk Edit page, select the checkbox next to Customer Groups. You will then have two dropdowns to select: 
         1. The first dropdown lets you complete your desired action. In our example, you would select the Add to Existing option
         2. The second dropdown enables you to select your applicable customer group. In our example, you would select Employees

         3. 

         4. Once you have selected your action and customer group, click Confirm in the bottom right. You will then be asked to review your bulk edit. If everything looks good, click Start Edit
         5. The software will then complete the bulk edit and display a confirmation message once it's finished

Assigning the Customer Group to Applicable Customers

Follow the steps in the following article on how to assign a customer group to customers: Creating & Assigning Customer Groups

Once you have completed the above items, you are ready to go for cost-plus discounting. When you add applicable inventory items to the shopping cart and add the applicable customer in the point-of-sale, the cost-plus discounting will automatically apply!

FAQ

Q: The cost-plus discount is not applying at the point of sale. Why? 

A: You will want to make sure that the inventory item itself has the applicable cost-plus customer group assigned to it, the customer has the cost-plus customer group assigned to them, and that you have filled out the Unit Cost field on that inventory item

Q: Why is the cost-plus discount not fully applying correcting in the point of sale? It seems to apply a discount, but it isn't calculated correctly. 

A: You will want to look at the individual inventory item to see if a max discount has been applied. You need to ensure that the value you enter in the Max Discount field for the inventory item allows the cost-plus discount to fully apply.