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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, click Add

 setup price level for discount 

Enter the details and click Save. 

10% discount 

2.Link this price level to the customer:

Open your customer card file, click Edit and go to the Customer tab. Enter the price level from the drop-down options, then click Save and close:

card file discount

3.Create a price template:

On the ribbon go to Tools > Setups > Stock > Price Templates, click Add, enter a name for the template and select the price level from the drop-down options, then click Save.

10% discount price template

4.Apply the template to your stock:

Run a stock list. right click in the list, select Apply Price Template to All. Select the new price template in the pop-up screen, click Ok, then Yes in the next pop-up.

apply price template to all 

You will now see that the discount is applied by default to the customer for all products.

 

Further information:

Enter Discounts

Discounts