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Jim2® Business Engine Help File

Navigation: Jim2 Functions

Give a Customer a Permanent Discount

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1.Create a new price level. On the ribbon go to Tools > Setups > CardFiles > Price Levels and select Add

PLdiscount

Enter the details and select Save

custdiscount

2.Link this price level to the customer. Open the customer cardfile, select Edit and go to the Customer tab. Choose the price level from the dropdown options, then select Save & Close.

CFdiscount

3.Create a price template. On the ribbon go to Tools > Setups > Stock > Price Templates, select Add and enter a name for the template. Choose the price level from the dropdown options and select Save.

discountPL

4.Apply the template to the stock. Run a Stock List. Right click in the list and select Apply Price Template to All. Select the new price template in the pop-up screen, select OK, then Yes in the next screen.

applytoall

The discount has now been applied by default to the customer for all products.

 

Further information

Enter Discounts

Discounts