Give a Customer a Permanent Discount

Back Top Previous Next

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 drop down 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 drop down 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

Accounts

Assets

Banking

CardFiles

Copy Move Merge

Dashboard

Documents

Documents Tab in Footers

Donations of Stock

eBusiness

Email (inc. Archiving)

Enter Workers Compensation

Export a Report

Export Data

Factor a Procedure with 3rd Party Debtor Finance

Invoicing

Items

Jobs

Labour

Management

Manufacturing

Notes

Pay Commission to a Contractor

Projects

Purchases and Expenses

Quotes

Reassign Account Managers

Record a Customer Rebate

Record a Vendor Rebate

Record Commission Payment from Vendor

Record Commission from Vendor

Scheduling

Sell and Redeem Gift Cards

Standard Form Buttons

Standard Object Footers

Stock

Use Gift Card for Purchases

Watchouts