Automatic discount or reduction on a reseller

Introduction

Managing discounts and commissions for resellers is a key element for optimizing your business partnerships and ensuring correct invoicing. Yoplanning.pro allows you to automate these discounts based on the type of reseller you choose: regular reseller or marketplace.

This feature makes it easier to manage rates while ensuring accounting consistency between your organization and your partners. This guide explains how to correctly configure discounts based on reseller type and best practices to avoid errors.

Steps to set up discounts for a reseller

1. Determine the type of reseller

When requesting to open the flow to a national or international reseller, you must choose between:

• Normal Reseller

• Marketplace

2. Operation according to the type of reseller

Case 1: Normal Reseller

• If you use the Reseller Booking Module, orders will appear at net price in your Team.

• Billing: If a customer requests an invoice, it must be issued by the reseller's Team, as they are responsible for invoicing.

Case 2: Marketplace

• No automatic discount is applied.

• You must charge at the public rate, because you are responsible for the sale.

• The marketplace then charges you a marketing fee after the fact.

• Invoicing: If an end customer requests an invoice, you will be able to provide them with an invoice corresponding to the amount actually paid.

Tips for use and best practices

• Manage Order Changes: If you are adding items to an existing order with a regular reseller, create a new order and then merge them to correctly apply the discount.

• Consult an accountant: For marketplaces, define your commission rates with an accountant to optimize your financial management.

• Check Setup: Make sure you have set the reseller type correctly from the start to avoid rate application errors.

Common Problems and Solutions

• Problem: No discount applied Solution: Check that the reseller type has been configured as regular reseller and not marketplace.

• Issue: Discounts are not applied after editing an order Solution: Order edits do not automatically apply discounts. Create a new order and merge it with the existing one to correctly apply the discount.

Conclusion

Automating discounts and commissions for resellers in Yoplanning.pro simplifies your pricing management and ensures smooth invoicing between your organization and your partners. By understanding the difference between regular reseller and marketplace, you can optimize your sales and ensure rigorous accounting monitoring.

To go further

To better understand the difference between a reseller and a business provider, see this article.