When managing customer accounts, you might find occasions that necessitate the addition of discounts. These occasions can vary widely, from rewarding long-term loyalty to rectifying a logistics issue. This guide will walk you through the steps to apply a discount to a customer's account, including selecting a discount reason and specifying the discount amount.
Reasons for Discounts
Discounts can be provided for several reasons, including but not limited to:
Crew: For team members as a perk or benefit.
Shareholder: For investors or stakeholders in your business.
Long Term: For customers who have been with your service or product for a significant period.
Marketing: As part of promotional campaigns to attract or retain customers.
Goodwill: To address service mishaps or for customer satisfaction efforts.
Logistics: To compensate for delivery or supply chain issues.
Wholesale: For bulk purchases or for resellers.
Steps to Apply a Discount
Navigate to the Customer Overview Page
Begin by going to the overview page of the customer who will receive the discount. This is where all relevant details about the customer are displayed.
Accessing Edit Details
Click on Details and then press the More Options button.
From the drop-down menu, select Edit Details. This will take you to a page where you can modify customer information.
Locating the Discount Section
Scroll down to the bottom of the page to find the discount section. This is where you will specify the discount details.
Choosing a Discount Reason
From the available drop-down menu, select the reason for the discount. If none of the reasons apply, you can choose None.
It's important to select a reason, as it helps in tracking and analysing discount strategies.
Specifying the Discount Amount
Determine the discount amount that fits the reason and the type of customer. For instance, if you're providing a discount to staff for your core products (e.g., farm produce), you might want to offer a 100% discount on these items while excluding add-on products that incur additional costs to you.
For a staff discount example: Choose a 100% discount on core products and no discount on add-on products.
Considerations
Product Types: Be mindful of the different types of products you offer when setting discounts. You may have products with different margin structures, and it's crucial to consider this to avoid losses.
Discount Limits: Establish clear policies on the extent and limitations of discounts to maintain fairness and avoid abuse.
By following these steps, you can effectively manage and apply discounts to your customers' accounts. Doing so can enhance customer satisfaction, address specific needs, and contribute to your marketing efforts. Remember to review your discount policies regularly to ensure they meet your business goals and customer expectations.