How to set up quantity sold discounts for your products

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200427112156315

Last Modified Date:

Thu Aug 13 15:18:02 UTC 2026

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Case category//How do I...//processing

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How to set up quantity sold discounts for your products

Description

The Sage quantity sold discount reduces the net selling price of a product. You can't apply these discounts to suppliers.

NOTE:

Product Quantity Discounts are available in Sage 50 Accounts Professional. If you're interested in upgrading, leave your details and we'll be in touch.

This article uses the following example:

You sell the same product to three different customer types, retail, wholesale, and trade.

Discount A - Retail customers receive 5% discount 5% when purchasing 10 or more of this product
Discount B - Wholesale customers receive 10% discount when purchasing 10 or more, or 15% discount if they purchase 50 or more
Discount C - Trade customers receive 20% discount on every item and 25% discount when purchasing 20 or more

Cause

Resolution

Create a Product quantity discount

Go to Products and services and select the product for which you want to create the quantity discount.
Select Edit then the Discount tab.
Select the relevant Discount table in the Show dropdown. For example, Discount A.

Complete the relevant discount table as follows:

Discount	Indicates the level of the discount. You can't change this.
Quantity	Enter the quantity of the product required for a customer to qualify for a discount. For example, 10.
Discount %	Enter the discount to apply when the customer buys the relevant quantity of the product. For example, five.
Discount Value	This calculates automatically and is the net price of the product less the percentage discount you entered.

NOTE:

When setting up discounts for different customer types, you must be consistent on each Product Record. For example, you must enter all discounts for retail customers on 'Discount A' and all discounts for wholesale customers on 'Discount B'.

If required, repeat this step for Level 2 and so on. Do this until all the required levels for this table are complete with the relevant quantity and discount percentages.
To create another discount table for this product, select the relevant discount letter in the 'Show' dropdown, and repeat this step.
Press Save then Close.

To apply the quantity discount so it automatically adjusts the net sales price, apply the discount table letter to the customer record. Follow the apply the discount to the customer record section.

Copy to another product

This copies all the discounts from the selected product record.

Copy one discount

To copy only one discount table. For example, Discount A:

In the 'Discount' tab of the product record, select Copy Matrix, then follow the on-screen prompts.

Copy all discounts

Go to Products and services, select any stock code then select Copy discount.
From the 'Select Product to Copy From' list select the product record to copy the discount table from.
From the 'Select Product to Copy To' list select the products you want to copy the discount table to.
Press OK, then Yes, then OK.

To apply the quantity discount so it automatically adjusts the net sales price, apply the discount table letter to the customer record. Follow the apply the discount to the customer record section.

Apply the discount to the Customer Record

Go to Customers then open the required customer.
Select the Defaults tab then the Additional Discount dropdown.
Choose the discount table letter for this customer.

NOTE:

You can only apply one discount table letter per customer.
Press Save then Close.
Repeat steps 1 - 4 for any other customers to whom you want to apply a discount.

You've now applied a quantity discount to your customer records. The next time you create a product invoice, the software applies the additional discount to the net sales price of the product.

Steps to duplicate