Within the bonus type, you can define:
- sales/purchase – transactions which will be included,
- bonus calculation base: the sales amount and sales quantity,
- calculation method – based on percentages or amounts,
- bonus threshold – with progressive calculation up to a given value or calculation based on the total sales value,
- bonus settlement method and details,
- accruals calculation.
Bonus type settings can be used in different combinations, which ensures the flexibility of the solution.
The sales type (purchase type) defines the recipient of the bonus. It can be an individual customer, a selected group of customers or all customers. Similar settings are available for the vendors in case of the purchase bonuses. It is an optional parameter.
Bonus dates define the beginning and end of the period in which the bonus is valid. Based on this data, both existing and future calculations are made – so the moment when a bonus card is created does not affect the process. For example, to calculate a bonus in a period from January to March, we can create a bonus card on January 1 or March 30 or any other date in this period.
The source asset set code defines the bonus calculation basis which can be an item or resource.
Bonus thresholds determine which bonuses are to be calculated based on which sales amounts. For example, for a sales amount of PLN 10,000 or more, we grant a 10% bonus, and after exceeding the threshold of PLN 50,000, the bonus will amount to 15%. It is also possible to define multiple thresholds within single bonus card.
