Loading Discounts and Surcharges

This chapter explains how discounts and surcharges are applied at booking, plan line, and bulk levels within MEplan. It also outlines how discount visibility, editability, and inheritance behave across schedules and how Discount Groups configured in MEvision sync with MEplan. It is important to note that modifying or deleting discount/surcharges must be done in the same manner that they were applied.

Booking Deal Discounts
Plan Line Discounts
Bulk Discounts/Surcharges
Discount Groups on Parent Lines

Booking Deal Discounts

Applying Discounts and Surcharges at Booking Level

Applying Booking Deal Discounts

Discounts and surcharges can be applied directly at booking level via the Booking Deal screen.

To access Booking Deals:

In Month View, select a booking value within the calendar
In Day View, select the booking value for the specific date

Within the Booking Deal pop-up:

Select the Discount or Surcharge Type
Enter either a percentage (%) or a value
Specify whether the discount or surcharge is applied to the Customer
Select Save () to apply the change

The Booking Deal pop-up includes multiple tabs that provide visibility into all discount sources associated with the booking:

Vendor Deal Discounts: Displays discounts applied on the vendor side
Customer Deal Discounts: Displays discounts applied on the customer side
Discounts: Displays a consolidated view of all discounts applied to the booking

Editing Booking Deal Discounts

To amend an existing discount:

Select the edit icon () on the discount line
Update the percentage or value
Specify whether the modification applies to the Customer
Select Save () to apply the change

Note:

The Discount Code and Discount Type are not editable

If these need to be changed, the discount must be removed and recreated

Removing Booking Deal Discounts

To remove a discount or surcharge:

Set the percentage or value to 0
Specify whether the modification applies to the Customer
Select Save () to apply the change

The discount will be removed from the booking.

Plan Line Discounts

Applying Discounts and Surcharges at Booking Level

Applying Plan Line Discounts/Surcharges

Plan Line Discounts apply to all bookings associated with a specific plan line.

To add a Plan Line Discount:

Open the plan line options menu ()
Select Line > Plan Line Discounts
Select the Add (+) icon to add a new line
Choose the Gross/Nett, Pre/Post Rate, Discount Type and enter the relevant value or percentage
Select Save ( ) to apply

When saving, the user can choose:

Whether the discount applies to the Client, the Vendor, or both
Whether the discount should be applied to existing bookings on the line

If Yes is selected, the discount updates all existing bookings on the plan line. If No is selected, the discount applies only to bookings created after the discount was added.

Modifying Plan Line Discounts

To modify a Plan Line Discount:

Select the edit icon ( ) on the discount line
Apply the modification
Select Save ( ) to apply

When saving, the user can choose:

Whether to update existing discounts (Existing bookings)
Whether to update all discounts (Existing and new bookings)
Whether to update none (No changes are made)

Removing Plan Line Discounts

To delete a Plan Line Discount:

Select the delete icon ( ) the discount line

The discount will be removed from both the Plan Line Discounts menu and all affected bookings.

Bulk Discounts/Surcharges

Applying Bulk Discounts/Surcharges

Bulk Discount Updates allow users to apply or remove discounts and surcharges across multiple bookings simultaneously, based on Vendor / Media Owner and date range criteria.

To perform a bulk update:

Select the schedule's options menu ( ) on the right-hand side of the schedule
Choose Update Discounts

The Bulk Update Discounts pop-up allows the user to define:

Vendor / Media Owner
Discount or Surcharge start and end dates
Discount Type
Select the Add Discount check box
Discount value or percentage
Whether the discount should be passed on to the Customer

Once all required fields are completed, select Update to apply the changes.

Note: Bulk discounts can only be added or removed but not modified.

Deleting Bulk Discounts/Surcharges

The Bulk Update Discounts pop-up allows the user to define:

Vendor / Media Owner
Discount or Surcharge start and end dates
Discount Type
Select Remove Discount

Once all required fields are completed, select Update to apply the changes.

Discount Groups on Parent Lines

Discount Groups are configured in MEvision and may consist of one or more discount types grouped together.

Discount Groups can be set to auto-load in MEvision. When auto-load is enabled, the Discount Group automatically appears on the parent plan line in MEplan.

Discount Group Applicability Rules

Discount Groups are governed by the configuration parameters defined in MEvision, which may include:

Customer
Medium Type
Vendor
Date range
Additional qualifying criteria

A Discount Group selected or auto-loaded on a parent line in MEplan will only apply if the plan line meets all corresponding MEvision configuration criteria.

If the plan line does not meet the defined parameters, the Discount Group will not apply.